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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
FWM
776
Forza Wealth Management
Florida
$2.77M +$2.77M +57,285 New
HWMT
777
Heritage Wealth Management (Texas)
Texas
$2.74M +$2.74M +56,615 New
RT
778
Rockland Trust
Massachusetts
$2.73M +$547K +11,325 +25%
AWMG
779
Alliance Wealth Management Group
New Jersey
$2.72M +$14.5K +300 +0.5%
MWM
780
MY Wealth Management
Maryland
$2.7M +$490K +10,140 +22%
KIG
781
Kowal Investment Group
Wisconsin
$2.69M +$159K +3,295 +6%
CAM
782
Cozad Asset Management
Illinois
$2.65M +$80.9K +1,675 +3%
BAM
783
Belpointe Asset Management
Nevada
$2.65M +$162K +3,355 +7%
VFA
784
Valeo Financial Advisors
Indiana
$2.64M -$79K -1,635 -3%
FIM
785
Fernwood Investment Management
Massachusetts
$2.64M -$150K -3,100 -5%
UF
786
Univest Financial
Pennsylvania
$2.63M -$267K -5,525 -9%
HPC
787
HM Payson & Co
Maine
$2.63M -$86K -1,780 -3%
IGWM
788
ICA Group Wealth Management
Colorado
$2.62M -$715K -14,790 -21%
PRWA
789
Platte River Wealth Advisors
Colorado
$2.62M +$181K +3,740 +7%
GFP
790
Gryphon Financial Partners
Ohio
$2.59M -$966 -20 -0%
LL
791
LWMG LLC
Minnesota
$2.59M +$2.58M +53,450 New
PPC
792
Park Place Capital
Alabama
$2.58M +$2.57M +53,240 New
QCIG
793
Quad-Cities Investment Group
Iowa
$2.55M +$211K +4,365 +9%
CT
794
Colonial Trust
South Carolina
$2.54M -$725 -15 -0%
SFG
795
SevenBridge Financial Group
Pennsylvania
$2.54M +$394K +8,165 +18%
BRM
796
Boston Research & Management
Massachusetts
$2.51M +$193K +4,005 +8%
GHA
797
GW Henssler & Associates
Georgia
$2.5M +$346K +7,155 +16%
LWMNY
798
Landmark Wealth Management (New York)
New York
$2.49M -$63.8K -1,320 -2%
AF
799
Apexium Financial
Texas
$2.49M -$71K -1,470 -3%
BFG
800
Beacon Financial Group
Texas
$2.48M -$38.9K -805 -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.