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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
GWM
951
Geneos Wealth Management
Colorado
$1.62M +$8.7K +180 +0.5%
NEGWA
952
New England Guild Wealth Advisors
Connecticut
$1.61M -$105K -2,170 -6%
CC
953
Cadinha & Co
Hawaii
$1.61M -$8.46K -175 -0.5%
CRC
954
Curi RMB Capital
Illinois
$1.6M -$61.6K -1,275 -4%
KW
955
KWB Wealth
California
$1.59M -$288K -5,960 -15%
MTIC
956
Missouri Trust & Investment Company
Missouri
$1.59M -$3.62K -75 -0.2%
V
957
VeraBank
Texas
$1.58M -$18.1K -375 -1%
OC
958
Oakworth Capital
Alabama
$1.58M -$3.62K -75 -0.2%
ACM
959
Ategra Capital Management
Virginia
$1.58M -$28.5K -590 -2%
BIP
960
Blueprint Investment Partners
North Carolina
$1.58M -$9.18K -190 -0.6%
MIM
961
Macroview Investment Management
Maryland
$1.58M +$18.6K +385 +1%
GJIA
962
Glass Jacobson Investment Advisors
Maryland
$1.57M +$1.57M +32,525 New
BFC
963
Bedel Financial Consulting
Indiana
$1.57M +$4.83K +100 +0.3%
NW
964
NewEdge Wealth
Pennsylvania
$1.57M +$312K +6,465 +25%
VRM
965
Vectors Research Management
New York
$1.57M +$7.25K +150 +0.5%
HC
966
HNP Capital
New York
$1.57M +$7.25K +150 +0.5%
FFA
967
First Foundation Advisors
California
$1.56M +$414K +8,560 +36%
SBH
968
Segall Bryant & Hamill
Illinois
$1.55M -$3.87K -80 -0.2%
MWM
969
Mission Wealth Management
California
$1.55M +$522K +10,795 +51%
CAAM
970
Cornerstone Advisors Asset Management
Pennsylvania
$1.55M
OFS
971
Oldfather Financial Services
Nebraska
$1.53M -$207K -4,275 -12%
MMHP
972
Murphy Middleton Hinkle & Parker
Georgia
$1.53M -$87.9K -1,820 -5%
HIA
973
HTG Investment Advisors
Connecticut
$1.51M +$1.51M +31,305 New
RFG
974
Range Financial Group
Oregon
$1.51M +$126K +2,600 +9%
GC
975
Gilbert & Cook
Iowa
$1.5M -$10.9K -225 -0.7%

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.