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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
SWM
901
Southern Wealth Management
Texas
$1.89M +$223K +4,615 +13%
WOSD
902
WFA of San Diego
California
$1.87M -$21.7K -450 -1%
BWM
903
BerganKDV Wealth Management
Minnesota
$1.86M +$46.1K +955 +3%
WS
904
Wedbush Securities
California
$1.85M -$30.9K -640 -2%
CA
905
Claro Advisors
Massachusetts
$1.84M +$108K +2,235 +6%
KIA
906
KCM Investment Advisors
California
$1.83M +$13.8K +285 +0.8%
FHA
907
Flagship Harbor Advisors
Massachusetts
$1.82M +$71.3K +1,475 +4%
JIC
908
Joel Isaacson & Co
New York
$1.82M +$751K +15,535 +71%
AA
909
Advisory Alpha
Michigan
$1.81M +$19.6K +405 +1%
ACIM
910
Azimuth Capital Investment Management
Michigan
$1.81M -$18.8K -390 -1%
PA
911
Parallel Advisors
California
$1.8M -$169K -3,490 -9%
PWMG
912
Pinnacle Wealth Management Group
Michigan
$1.8M +$342K +7,085 +23%
PGWM
913
Pitti Group Wealth Management
New York
$1.8M +$73.7K +1,525 +4%
CFFP
914
Center for Financial Planning
Michigan
$1.8M +$23.7K +490 +1%
AG
915
Ascent Group
Virginia
$1.8M -$77.3K -1,600 -4%
EWM
916
Endurance Wealth Management
Rhode Island
$1.79M -$19.8K -410 -1%
USCWA
917
U.S. Capital Wealth Advisors
Texas
$1.79M +$38.9K +805 +2%
BA
918
Ballew Advisors
Mississippi
$1.79M -$91.6K -1,895 -5%
BFEC
919
Benjamin F. Edwards & Company
Missouri
$1.79M -$128K -2,645 -7%
BFA
920
Beacon Financial Advisory
Ohio
$1.78M -$38.6K -800 -2%
MFC
921
Morris Financial Concepts
South Carolina
$1.77M -$153K -3,160 -8%
KWM
922
Kaydan Wealth Management
Michigan
$1.77M +$27.8K +575 +2%
PPP
923
Private Portfolio Partners
New Jersey
$1.75M +$108K +2,240 +7%
CW
924
CIC Wealth
Maryland
$1.75M +$1.75M +36,150 New
NCG
925
Newport Capital Group
New Jersey
$1.74M -$1.8M -37,330 -51%

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.