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iShares Core S&P Mid-Cap ETF

1,924 hedge funds and large institutions have $53.9B invested in iShares Core S&P Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 244 funds opening new positions, 754 increasing their positions, 677 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 55

32% more capital invested

Capital invested by funds: $40.7B → $53.9B (+$13.2B)

13% more funds holding in top 10

Funds holding in top 10: 306346 (+40)

11% more repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 677

9% more funds holding

Funds holding: 1,7681,924 (+156)

5.45% more ownership

Funds ownership: 377.32%382.77% (+5.4%)

74% less call options, than puts

Call options by funds: $10.9M | Put options by funds: $41.6M

Holders
1,924
Holders Change
+156
Holders Change %
+8.82%
% of All Funds
30.93%
Holding in Top 10
346
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+13.07%
% of All Funds
5.56%
New
244
Increased
754
Reduced
677
Closed
55
Calls
$10.9M
Puts
$41.6M
Net Calls
-$30.6M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
SVB Wealth
Massachusetts
$124M +$580K +12,000 +0.5%
HTC
52
Haverford Trust Company
Pennsylvania
$124M +$1.18M +24,450 +1%
BIM
53
Bridges Investment Management
Nebraska
$122M +$1.22M +25,155 +1%
MML Investors Services
54
MML Investors Services
Massachusetts
$121M +$1.61M +33,400 +1%
CFG
55
Citizens Financial Group
Rhode Island
$119M -$2.84M -58,795 -2%
MCM
56
MAI Capital Management
Ohio
$118M +$15M +310,435 +15%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$115M -$176M -3,643,970 -61%
APCM
58
Alaska Permanent Capital Management
Alaska
$113M -$566K -11,710 -0.5%
SSB
59
Sandy Spring Bank
Maryland
$110M +$775K +16,040 +0.7%
TF
60
TIAA FSB
Florida
$109M +$42.9M +887,610 +65%
GT
61
Greenleaf Trust
Michigan
$108M +$953K +19,730 +0.9%
SHGA
62
Sand Hill Global Advisors
California
$107M +$26.3M +543,650 +33%
PIM
63
Parker Investment Management
California
$106M +$106M +2,190,825 New
Jones Financial Companies
64
Jones Financial Companies
Missouri
$103M +$1.65M +34,090 +2%
WT
65
Whittier Trust
California
$101M +$14.3M +296,305 +17%
RMDI
66
R.M. Davis Inc
Maine
$100M +$13.6M +280,620 +16%
SIC
67
Sigma Investment Counselors
Michigan
$92.8M -$224K -4,630 -0.2%
LW
68
Linscomb Wealth
Texas
$91.8M -$175K -3,615 -0.2%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$90.6M +$7.26M +150,220 +9%
HI
70
Horizon Investments
North Carolina
$89.6M +$7.2M +149,120 +9%
M&T Bank
71
M&T Bank
New York
$87.4M -$362K -7,495 -0.4%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$87.3M -$1.55M -31,985 -2%
AIA
73
Ally Invest Advisors
North Carolina
$86.2M -$937K -19,385 -1%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$86.1M +$595K +12,315 +0.7%
BF
75
BOK Financial
Oklahoma
$85M -$1.47M -30,410 -2%

IJH Hedge Fund Activity: Q4 2022 in Review

1,924 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2022, worth a combined $53.9B — up 32% from $40.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new IJH positions and 55 closed out — a net gain of 189 holders — while 754 added to existing stakes and 677 trimmed.

The largest buyer was Cottage Street Advisors, adding an estimated $1.04B. The largest seller was Citigroup, cutting an estimated $362M.

  • 1,924 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2022, up from 1,768 in Q3 2022.
  • Funds reported $53.9B of iShares Core S&P Mid-Cap ETF stock for Q4 2022, up 32% quarter-over-quarter.
  • 244 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2022 and 55 closed out, a net change of +189 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2022 was Cottage Street Advisors, an estimated $1.04B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2022 was Citigroup, an estimated $362M sold.

Based on aggregated 13F filings for Q4 2022.