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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
MAWCM
1026
Mine & Arao Wealth Creation & Management
California
$1.29M -$9.66K -200 -0.7%
WCM
1027
Wealthcare Capital Management
Virginia
$1.29M +$69.3K +1,435 +6%
SFG
1028
Sovereign Financial Group
Connecticut
$1.28M -$259K -5,370 -17%
WA
1029
WP Advisors
California
$1.28M +$12.6K +260 +1%
VWA
1030
V Wealth Advisors
Kansas
$1.28M +$142K +2,930 +12%
CCA
1031
Cora Capital Advisors
New Jersey
$1.27M +$1.27M +26,315 New
BC
1032
Bowman & Company
Wisconsin
$1.27M +$678K +14,040 +115%
RA
1033
RFG Advisory
Alabama
$1.27M +$12.6K +260 +1%
MAS
1034
Madden Advisory Services
Florida
$1.27M -$29K -600 -2%
EGWAG
1035
Elwood & Goetz Wealth Advisory Group
Georgia
$1.26M +$239K +4,940 +23%
WP
1036
WealthShield Partners
North Carolina
$1.26M +$217K +4,490 +21%
SB
1037
Strategic Blueprint
Georgia
$1.26M +$516K +10,690 +70%
VCA
1038
Verdence Capital Advisors
Maryland
$1.25M +$19.3K +400 +2%
PWG
1039
Private Wealth Group
Florida
$1.25M
WCFA
1040
Walkner Condon Financial Advisors
Wisconsin
$1.24M +$162K +3,350 +15%
CD
1041
Chapin Davis
Maryland
$1.24M +$1.24M +25,575 New
DI
1042
Disciplined Investments
Oklahoma
$1.24M -$1.93K -40 -0.2%
PFG
1043
Pinnacle Financial Group
Illinois
$1.23M
TI
1044
Tidal Investments
Wisconsin
$1.23M +$1.23M +25,450 New
TP
1045
Tranquility Partners
Tennessee
$1.23M -$22.9K -475 -2%
OPA
1046
Old Port Advisors
Maine
$1.23M -$58K -1,200 -5%
AWP
1047
Ascent Wealth Partners
New York
$1.23M -$9.66K -200 -0.8%
SIC
1048
Salem Investment Counselors
North Carolina
$1.23M +$36.7K +760 +3%
NWM
1049
NEIRG Wealth Management
Massachusetts
$1.21M +$1.21M +25,105 New
OWA
1050
Octavia Wealth Advisors
Ohio
$1.21M -$28.7K -595 -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.