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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
GPI
851
General Partner Inc
Pennsylvania
$2.09M +$2.09M +43,300 New
BFW
852
Brady Family Wealth
Missouri
$2.09M +$2.09M +43,250 New
VOYA Investment Management
853
VOYA Investment Management
Georgia
$2.09M +$25.8K +535 +1%
BFM
854
Broadview Financial Management
Wisconsin
$2.08M -$102K -2,120 -5%
GWS
855
Glassman Wealth Services
Virginia
$2.08M -$19.3K -400 -0.9%
BONH
856
Bank of New Hampshire
New Hampshire
$2.08M -$31.9K -660 -2%
NB
857
NBT Bank
New York
$2.07M +$7.97K +165 +0.4%
CPC
858
Congress Park Capital
New York
$2.07M -$36.2K -750 -2%
CWA
859
Continuum Wealth Advisors
New York
$2.07M +$2.07M +42,820 New
ANBT
860
American National Bank & Trust
Texas
$2.07M
VIM
861
Vista Investment Management
Pennsylvania
$2.07M +$50.7K +1,050 +3%
EFL
862
ERn Financial LLC
Wisconsin
$2.06M -$54.1K -1,120 -3%
CCG
863
Cypress Capital Group
Florida
$2.05M -$1.93K -40 -0.1%
KP
864
Keel Point
Alabama
$2.05M +$1.79M +37,000 +699%
BWL
865
Bogart Wealth LLC
Virginia
$2.04M +$242 +5 +0%
SC
866
Scotia Capital
Ontario, Canada
$2.04M -$23.2K -480 -1%
MOACM
867
Mutual of America Capital Management
New York
$2.04M +$602K +12,465 +42%
JCM
868
Jacobi Capital Management
Pennsylvania
$2.04M -$17.6K -365 -0.9%
AWS
869
AJ Wealth Strategies
New York
$2.02M +$22.5K +465 +1%
SF
870
Summit Financial
New Jersey
$2.02M -$1.25M -25,860 -38%
X
871
Xponance
Pennsylvania
$2.01M +$668K +13,825 +50%
FFG
872
Ford Financial Group
California
$2.01M -$16.9K -350 -0.8%
SYBT
873
Stock Yards Bank & Trust
Kentucky
$2.01M -$27.1K -560 -1%
WGCA
874
Wolf Group Capital Advisors
Virginia
$2M +$282K +5,835 +16%
TGAM
875
TBH Global Asset Management
Tennessee
$1.99M -$11.4K -235 -0.6%

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.