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
TI
826
Truepoint Inc
Ohio
$2.24M -$107K -2,225 -5%
IC
827
IEQ Capital
California
$2.24M +$117K +2,415 +6%
LNWWM
828
Laird Norton Wetherby Wealth Management
California
$2.24M +$238K +4,930 +12%
HCA
829
Heck Capital Advisors
Wisconsin
$2.24M +$1.17M +24,165 +110%
RF
830
Rollins Financial
Georgia
$2.24M +$78K +1,615 +4%
MFG
831
Merit Financial Group
Georgia
$2.23M +$847K +17,540 +61%
BFO
832
Biltmore Family Office
North Carolina
$2.23M -$160K -3,310 -7%
UBV
833
United Bank (Virginia)
Virginia
$2.22M +$134K +2,775 +6%
SWM
834
SigFig Wealth Management
California
$2.22M +$60.6K +1,255 +3%
EI
835
Ellevest Inc
New York
$2.22M +$165K +3,415 +8%
SOS
836
Silver Oak Securities
Tennessee
$2.21M +$1.84M +38,045 +492%
E
837
ETFidea
New York
$2.21M -$39.1K -810 -2%
RWRC
838
R.W. Roge & Company
New York
$2.21M -$182K -3,760 -8%
GC
839
Guggenheim Capital
Illinois
$2.2M -$199K -4,120 -8%
SGK
840
Steigerwald Gordon & Koch
Virginia
$2.2M -$966 -20 -0%
CTFG
841
Capstone Triton Financial Group
Oklahoma
$2.2M +$2.2M +45,505 New
PAM
842
Palisade Asset Management
Minnesota
$2.2M +$832K +17,225 +61%
GGS
843
Galvin Gaustad & Stein
Arizona
$2.17M -$14.2M -294,245 -87%
HNWAG
844
High Net Worth Advisory Group
Florida
$2.17M -$540K -11,180 -20%
CA
845
Continuum Advisory
Idaho
$2.17M +$908K +18,790 +72%
WMWM
846
Whitaker-Myers Wealth Managers
Ohio
$2.15M +$2.15M +44,500 New
JWWM
847
Johnson & White Wealth Management
Pennsylvania
$2.13M +$5.66M +117,130 +943%
CSPIA
848
Cary Street Partners Investment Advisory
Virginia
$2.13M -$242 -5 -0%
AIA
849
Arcadia Investment Advisors
Idaho
$2.11M -$97.6K -2,020 -4%
AAG
850
Armstrong Advisory Group
Massachusetts
$2.1M +$2.1M +43,465 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.