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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
SOMRS
76
State of Michigan Retirement System
Michigan
$84.8M +$4.9M +101,500 +6%
FT
77
Fiduciary Trust
Massachusetts
$82.4M +$3.28M +67,895 +4%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$81M -$5.39M -111,530 -6%
LWMT
79
Legacy Wealth Management (Tennessee)
Tennessee
$79.6M +$2.8M +58,035 +4%
UCFA
80
United Capital Financial Advisors
Texas
$78.3M -$2.76M -57,225 -3%
AIM
81
Acropolis Investment Management
Missouri
$74.4M +$399K +8,260 +0.5%
State Street
82
State Street
Massachusetts
$72.4M -$733K -15,175 -1%
BFPW
83
BOK Financial Private Wealth
Colorado
$71.9M -$20.3M -421,060 -22%
MIA
84
MainStreet Investment Advisors
Illinois
$71.3M -$5.31M -109,845 -7%
CWM
85
Cahaba Wealth Management
Georgia
$70.6M +$4.07M +84,345 +6%
Corient Private Wealth
86
Corient Private Wealth
Florida
$70.3M +$70.2M +1,452,535 New
FHB
87
First Hawaiian Bank
Hawaii
$70.2M +$2.76M +57,195 +4%
CWM
88
Connecticut Wealth Management
Connecticut
$69.9M +$3.94M +81,600 +6%
Bessemer Group
89
Bessemer Group
New Jersey
$69.7M -$73K -1,510 -0.1%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$69.5M +$418K +8,645 +0.6%
BPWM
91
Badgley Phelps Wealth Managers
Washington
$68.7M +$528K +10,930 +0.8%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$67.8M -$1.06M -21,955 -2%
VC
93
Vicus Capital
Pennsylvania
$63.8M +$419K +8,670 +0.7%
Comerica Bank
94
Comerica Bank
Texas
$63.6M -$290K -6,010 -0.5%
CAN
95
Cetera Advisor Networks
California
$62.6M +$20.7M +427,610 +49%
KAS
96
Kestra Advisory Services
Texas
$62.3M +$550K +11,390 +0.9%
LFS
97
Lutz Financial Services
Nebraska
$62.1M +$1.7M +35,225 +3%
PFM
98
Phillips Financial Management
Indiana
$61.5M +$1.35M +28,025 +2%
LF
99
Lee Financial
Texas
$60.6M +$1.19M +24,720 +2%
AFG
100
Arkansas Financial Group
Arkansas
$60.4M -$1.2M -24,810 -2%

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.