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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
ACM
751
AUA Capital Management
Pennsylvania
$2.93M +$100K +2,080 +4%
CWM
752
C2C Wealth Management
Arizona
$2.92M -$2.42K -50 -0.1%
CB
753
Cadence Bank
Mississippi
$2.92M +$45.4K +940 +2%
MM
754
Main Management
California
$2.92M
HIA
755
Harbor Investment Advisory
Maryland
$2.91M -$28.7K -595 -1%
HWM
756
HighMark Wealth Management
Minnesota
$2.9M -$127K -2,630 -4%
BCG
757
Breakwater Capital Group
New Jersey
$2.9M +$2.9M +59,945 New
SFI
758
SPC Financial Inc
Maryland
$2.89M +$279K +5,770 +11%
TCOO
759
Trust Company of Oklahoma
Oklahoma
$2.88M +$2.03M +41,945 +239%
Deutsche Bank
760
Deutsche Bank
Germany
$2.88M -$202K -4,175 -7%
FH
761
FWG Holdings
Florida
$2.87M -$3.29M -68,195 -53%
RFN
762
RDA Financial Network
Iowa
$2.87M +$2.14M +44,200 +292%
WA
763
Wealth Alliance
New York
$2.87M -$26.8K -555 -0.9%
TWA
764
Tillar-Wenstrup Advisors
Ohio
$2.85M +$2.85M +58,965 New
BFS
765
Bradley Foster & Sargent
Connecticut
$2.85M +$29.2K +605 +1%
R
766
Rebalance
California
$2.83M +$2.83M +58,605 New
SWP
767
Summit Wealth Partners
Florida
$2.83M -$40.1K -830 -1%
CHC
768
City Holding Co
West Virginia
$2.82M -$126K -2,610 -4%
NSB
769
Norway Savings Bank
Maine
$2.81M +$203K +4,195 +8%
3F
770
360 Financial
Minnesota
$2.8M
FCA
771
FLC Capital Advisors
California
$2.8M -$148K -3,060 -5%
ST
772
Sabal Trust
Florida
$2.8M +$26.6K +550 +1%
CCMG
773
Clark Capital Management Group
Pennsylvania
$2.79M +$2.34M +48,480 +525%
WSTAM
774
Wilbanks Smith & Thomas Asset Management
Virginia
$2.78M +$1.07M +22,045 +62%
WAM
775
Weinberger Asset Management
California
$2.78M -$506K -10,470 -15%

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.