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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
CS
1001
Credit Suisse
Switzerland
$1.39M -$930K -19,240 -40%
WTB
1002
Washington Trust Bank
Washington
$1.39M -$57.5K -1,190 -4%
B
1003
Bridgeworth
Alabama
$1.39M -$122K -2,525 -8%
GWP
1004
Gateway Wealth Partners
Wisconsin
$1.39M +$1.39M +28,670 New
SWM
1005
Shakespeare Wealth Management
Wisconsin
$1.38M -$28.5K -590 -2%
XF
1006
XML Financial
Maryland
$1.38M +$5.8K +120 +0.4%
FLA
1007
Financial Life Advisors
Texas
$1.38M -$2.21M -45,690 -62%
MWA
1008
Motive Wealth Advisors
Michigan
$1.37M -$2.42K -50 -0.2%
WP
1009
WealthPLAN Partners
Nebraska
$1.37M +$1.24M +25,655 New
WIM
1010
WealthPlan Investment Management
Nebraska
$1.37M -$449K -9,300 -27%
SC
1011
Savant Capital
Illinois
$1.36M +$161K +3,335 +13%
OC
1012
Oarsman Capital
Wisconsin
$1.34M +$82.4K +1,705 +7%
MI
1013
Moneywise Inc
Virginia
$1.33M -$197K -4,075 -13%
ESB
1014
Essex Savings Bank
Connecticut
$1.33M +$151K +3,120 +13%
CCA
1015
Clearwater Capital Advisors
Illinois
$1.33M +$70.3K +1,455 +6%
PFA
1016
Pinnacle Family Advisors
Missouri
$1.33M +$1.32M +27,410 New
BFG
1017
Baron Financial Group
New Jersey
$1.32M -$30.2K -625 -2%
CCM
1018
Colorado Capital Management
Colorado
$1.32M -$15.9K -330 -1%
LFA
1019
Legacy Financial Advisors
Kentucky
$1.32M +$324K +6,700 +33%
PVAMC
1020
PPS&V Asset Management Consultants
Michigan
$1.31M +$1.31M +27,060 New
ECM
1021
Evergreen Capital Management
Washington
$1.31M
WEG
1022
World Equity Group
Illinois
$1.31M -$78.5K -1,625 -6%
ANB
1023
Amarillo National Bank
Texas
$1.3M +$29.2K +605 +2%
DSC
1024
Duncker Streett & Co
Missouri
$1.3M +$242 +5 +0%
OFG
1025
Oxford Financial Group
Indiana
$1.29M +$536K +11,090 +71%

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.