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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
American Century Companies
876
American Century Companies
Missouri
$1.98M -$96.6K -2,000 -5%
SAM
877
Silvercrest Asset Management
New York
$1.98M -$155K -3,205 -7%
PA
878
PSI Advisors
Florida
$1.97M -$829K -17,160 -30%
CAL
879
Capital Advisors Ltd
Ohio
$1.97M +$198K +4,100 +11%
BJL
880
Brighton Jones LLC
Washington
$1.96M -$369K -7,635 -16%
ASW
881
Astoria Strategic Wealth
Texas
$1.96M +$8.94K +185 +0.5%
FCA
882
FinTrust Capital Advisors
South Carolina
$1.95M -$127K -2,630 -6%
LC
883
LCNB Corp
Ohio
$1.95M -$40.1K -830 -2%
FSWA
884
Financial Synergies Wealth Advisors
Texas
$1.95M +$12.6K +260 +0.6%
AT
885
Arvest Trust
Oklahoma
$1.94M -$51.5K -1,065 -3%
GWA
886
GGM Wealth Advisors
Maryland
$1.93M +$750K +15,520 +66%
HS
887
Horan Securities
United States
$1.93M -$27.8K -575 -1%
BMCM
888
Bryn Mawr Capital Management
Pennsylvania
$1.93M +$1.92M +39,805 New
OCM
889
Objective Capital Management
Ohio
$1.92M -$37.9K -785 -2%
TH
890
TCTC Holdings
Texas
$1.92M +$143K +2,950 +8%
WDL
891
Well Done LLC
Michigan
$1.92M +$335K +6,930 +21%
RCG
892
Regatta Capital Group
California
$1.92M -$308K -6,375 -14%
BHBT
893
Burke & Herbert Bank & Trust
Virginia
$1.91M +$37.9K +785 +2%
IP
894
Ignite Planners
California
$1.91M -$73.4K -1,520 -4%
CBB
895
Citizens Business Bank
California
$1.91M +$42.8K +885 +2%
SIC
896
Samalin Investment Counsel
New York
$1.9M +$266K +5,515 +16%
B
897
Bensler
Washington
$1.9M -$45.2K -935 -2%
1IA
898
1834 Investment Advisors
Wisconsin
$1.9M -$1.69K -35 -0.1%
GAM
899
GEM Asset Management
Michigan
$1.9M +$1.9M +39,230 New
PCA
900
Providence Capital Advisors
North Carolina
$1.9M +$98.8K +2,045 +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.