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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
AAMC
926
Asset Allocation & Management Company
Illinois
$1.73M
KFGK
927
Keystone Financial Group (Kentucky)
Kentucky
$1.73M +$34.1K +705 +2%
RWMG
928
Redwood Wealth Management Group
New Jersey
$1.73M +$1.73M +35,780 New
IAIM
929
International Assets Investment Management
Florida
$1.73M +$652K +13,505 +61%
BF
930
Blankinship & Foster
California
$1.72M +$69.3K +1,435 +4%
WA
931
Waverly Advisors
Alabama
$1.71M -$165K -3,410 -9%
KBFS
932
Kohmann Bosshard Financial Services
Ohio
$1.71M
CSIC
933
Clifford Swan Investment Counsel
California
$1.7M -$3.62K -75 -0.2%
PCMF
934
Private Capital Management (Florida)
Florida
$1.69M -$35K -725 -2%
RG
935
Rathbones Group
United Kingdom
$1.69M +$40.6K +840 +2%
AF
936
Advisornet Financial
Minnesota
$1.68M -$52.7K -1,090 -3%
WP
937
WealthSource Partners
California
$1.68M -$226K -4,680 -12%
NCM
938
Next Capital Management
New York
$1.67M +$67.9K +1,405 +4%
CFO
939
Colony Family Offices
North Carolina
$1.67M +$38.9K +805 +2%
OWA
940
One Wealth Advisors
California
$1.66M -$222K -4,605 -12%
FAM
941
Forte Asset Management
New York
$1.66M +$7.97K +165 +0.5%
BWM
942
BigSur Wealth Management
Florida
$1.66M
WWC
943
Waypoint Wealth Counsel
Georgia
$1.65M +$1.65M +34,210 New
SCA
944
St. Clair Advisors
Ohio
$1.65M +$121K +2,500 +8%
NF
945
Nikulski Financial
Iowa
$1.65M +$37.7K +780 +2%
PTC
946
Philadelphia Trust Company
Pennsylvania
$1.64M
EK
947
Evensky & Katz
Florida
$1.64M -$25.1K -520 -2%
IP
948
Investment Partners
Ohio
$1.63M -$157K -3,255 -9%
CWM
949
Campbell Wealth Management
Virginia
$1.63M +$62.3K +1,290 +4%
CG
950
Corundum Group
Colorado
$1.62M

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.