We are live on ! Find out more
IJH icon

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
NEAM
726
New England Asset Management
Connecticut
$3.27M
CWA
727
Clarus Wealth Advisors
Arizona
$3.27M +$3.15M +65,195 New
AFS
728
Annapolis Financial Services
Maryland
$3.25M +$135K +2,785 +4%
BFG
729
Bleakley Financial Group
New Jersey
$3.24M +$3.24M +67,015 New
ST
730
Spinnaker Trust
Maine
$3.23M +$63.5K +1,315 +2%
Neuberger Berman Group
731
Neuberger Berman Group
New York
$3.22M +$21.5K +445 +0.7%
CIC
732
Carnegie Investment Counsel
Ohio
$3.21M +$494K +10,215 +18%
JWS
733
Juncture Wealth Strategies
Arizona
$3.2M +$259K +5,370 +9%
PR
734
Payden & Rygel
California
$3.15M +$18.8K +390 +0.6%
CL
735
COWA LLC
Oklahoma
$3.14M -$322K -6,660 -10%
HL
736
HeadInvest LLC
Maine
$3.13M -$182K -3,770 -6%
NDSI
737
Newman Dignan & Sheerar Inc
Rhode Island
$3.11M -$23.7K -490 -0.8%
NOI
738
Newton One Investments
Delaware
$3.11M -$24.2K -500 -0.8%
FMC
739
First Merchants Corp
Indiana
$3.1M +$1.71M +35,445 +124%
CFD
740
Creative Financial Designs
Indiana
$3.09M +$228K +4,715 +8%
TFS
741
TrustCore Financial Services
Tennessee
$3.09M +$1.6M +33,110 +108%
BB
742
Busey Bank
Illinois
$3.08M -$149K -3,075 -5%
CFC
743
Client First Capital
California
$3.08M -$74.4K -1,540 -2%
HIMC
744
Heritage Investors Management Corp
Maryland
$3.03M +$133K +2,745 +5%
AGA
745
Arkos Global Advisors
Texas
$3.02M +$1.99M +41,265 +195%
VCM
746
Vivaldi Capital Management
Illinois
$3.02M +$4.83K +100 +0.2%
JIP
747
Jaffetilchin Investment Partners
Florida
$2.99M +$26.8K +555 +0.9%
SIG
748
Sky Investment Group
Connecticut
$2.98M +$19.3K +400 +0.7%
FTC
749
Farmers Trust Company
Ohio
$2.96M -$24.6K -510 -0.8%
GFWA
750
Grey Fox Wealth Advisors
Delaware
$2.95M +$2.95M +61,080 New

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.