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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
HCA
976
Harbour Capital Advisors
Virginia
$1.49M +$12.1K +250 +0.8%
WE
977
Wealth Effects
Massachusetts
$1.49M +$1.48M +30,700 New
CFG
978
Cooper Financial Group
California
$1.48M -$534K -11,050 -26%
RRA
979
Round Rock Advisors
Connecticut
$1.48M
RWA
980
Ropes Wealth Advisors
Massachusetts
$1.48M -$178K -3,675 -11%
FPCG
981
Fort Pitt Capital Group
Pennsylvania
$1.47M +$803K +16,625 +120%
BAAM
982
Baker Avenue Asset Management
California
$1.47M -$953K -19,720 -39%
TIA
983
Tiemann Investment Advisors
California
$1.47M +$3.38K +70 +0.2%
BBA
984
BLB&B Advisors
Pennsylvania
$1.47M +$18.1K +375 +1%
PCMC
985
Private Capital Management (Colorado)
Colorado
$1.47M -$17.6K -365 -1%
BB
986
Berkshire Bank
Massachusetts
$1.47M -$178K -3,685 -11%
TFF
987
The Family Firm
Maryland
$1.46M +$12.3K +255 +0.9%
EB
988
Eastern Bank
Massachusetts
$1.44M -$47.1K -975 -3%
RMCM
989
Reynders McVeigh Capital Management
Massachusetts
$1.44M
CPP
990
Capasso Planning Partners
South Carolina
$1.44M +$54.4K +1,125 +4%
CBFP
991
Cedar Brook Financial Partners
Ohio
$1.43M +$635K +13,140 +80%
MW
992
Marcum Wealth
Ohio
$1.43M -$225K -4,655 -14%
CPA
993
Capital Planning Advisors
California
$1.43M +$1.16M +24,035 +431%
APP
994
Avantax Planning Partners
Iowa
$1.43M -$1.21K -25 -0.1%
IAS
995
Investment Advisory Services
Texas
$1.43M -$21.3K -440 -1%
AWA
996
Amplius Wealth Advisors
Pennsylvania
$1.43M -$16.8M -348,685 -92%
FWP
997
FAS Wealth Partners
Kansas
$1.43M +$40.1K +830 +3%
AFC
998
AFT Forsyth & Company
Florida
$1.41M
ONST
999
Old North State Trust
North Carolina
$1.41M -$13.8K -285 -1%
CCM
1000
Condor Capital Management
New Jersey
$1.4M +$17.4K +360 +1%

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.