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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
MWM
801
Meridian Wealth Management
Kentucky
$2.45M +$70.5K +1,460 +3%
TAM
802
Townsend Asset Management
North Carolina
$2.44M +$34.8K +720 +1%
LA
803
Legacy Advisors
Pennsylvania
$2.43M +$1.8M +37,180 +285%
ATWA
804
Arbor Trust Wealth Advisors
Michigan
$2.43M -$18.1K -375 -0.7%
DFA
805
Delta Financial Advisors
Louisiana
$2.42M +$242 +5 +0%
PG
806
Patten Group
Tennessee
$2.42M -$50.7K -1,050 -2%
CAG
807
Crestwood Advisors Group
Massachusetts
$2.41M -$77.5K -1,605 -3%
MWAM
808
Manhattan West Asset Management
California
$2.4M +$190K +3,940 +9%
GLA
809
Good Life Advisors
Pennsylvania
$2.4M +$118K +2,435 +5%
BFO
810
Boston Family Office
Massachusetts
$2.39M +$78K +1,615 +3%
CNB
811
Camden National Bank
Maine
$2.37M -$78K -1,615 -3%
MSAM
812
Moloney Securities Asset Management
Missouri
$2.37M -$45.7K -945 -2%
NEPWA
813
New England Private Wealth Advisors
Massachusetts
$2.36M +$10.1K +210 +0.4%
AFG
814
Affinia Financial Group
Massachusetts
$2.36M +$2.27M +47,035 New
MA
815
Mutual Advisors
Nebraska
$2.34M +$568K +11,765 +32%
SIAS
816
Summit Investment Advisory Services
Minnesota
$2.33M +$2.33M +48,125 New
SL
817
Systelligence LLC
Minnesota
$2.31M +$2.31M +47,775 New
TC
818
TownSquare Capital
Utah
$2.31M +$405K +8,390 +21%
HAS
819
HBW Advisory Services
California
$2.31M +$6.04K +125 +0.3%
SAS
820
Stelac Advisory Services
New York
$2.3M -$185K -3,820 -7%
RRC
821
Relaxing Retirement Coach
Massachusetts
$2.29M +$128K +2,650 +6%
OWM
822
Opes Wealth Management
California
$2.27M -$989K -20,470 -30%
9WM
823
9258 Wealth Management
Ohio
$2.27M +$60.6K +1,255 +3%
SI
824
Stephens Inc
Arkansas
$2.26M -$2.12M -43,805 -48%
AAM
825
Autus Asset Management
Arizona
$2.24M +$1.21M +25,015 +118%

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.