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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
AIP
1051
Almanack Investment Partners
Pennsylvania
$1.21M -$1.47M -30,385 -55%
BAM
1052
Berkshire Asset Management
Pennsylvania
$1.2M +$24.2K +500 +2%
SW
1053
SlateStone Wealth
Florida
$1.2M +$338K +7,000 +39%
GI
1054
GS Investments
Minnesota
$1.2M -$1.21K -25 -0.1%
PCA
1055
Personal Capital Advisors
California
$1.19M +$31.9K +660 +3%
BA
1056
Bridge Advisory
California
$1.19M +$154K +3,190 +15%
MCA
1057
Magnolia Capital Advisors
Mississippi
$1.18M -$8.94K -185 -0.8%
PIMG
1058
Patriot Investment Management Group
Tennessee
$1.18M -$17.4K -360 -2%
EW
1059
Evoke Wealth
California
$1.17M
KLCM
1060
KG&L Capital Management
Louisiana
$1.17M -$32.1K -665 -3%
H
1061
HoyleCohen
California
$1.17M +$71.3K +1,475 +6%
TLFA
1062
True Link Financial Advisors
California
$1.17M -$691K -14,300 -37%
Wealth Enhancement Advisory Services
1063
Wealth Enhancement Advisory Services
Minnesota
$1.17M -$64.3K -1,330 -6%
AWA
1064
ARQ Wealth Advisors
Arizona
$1.16M -$11.1K -230 -1%
LSA
1065
Lansing Street Advisors
Pennsylvania
$1.16M +$45.7K +945 +4%
AFG
1066
Allegheny Financial Group
Pennsylvania
$1.14M +$1.21K +25 +0.1%
SDWMA
1067
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M +$292K +6,040 +34%
FAAM
1068
First Ascent Asset Management
Colorado
$1.14M +$1.14M +23,625 New
AWM
1069
Accurate Wealth Management
Florida
$1.14M +$180K +3,720 +19%
KL
1070
KWMG LLC
Kansas
$1.14M -$229K -4,730 -17%
T. Rowe Price Associates
1071
T. Rowe Price Associates
Maryland
$1.14M
LRWA
1072
Long Run Wealth Advisors
New York
$1.14M -$18.1K -375 -2%
SS
1073
Simplicity Solutions
Minnesota
$1.14M -$437K -9,050 -28%
TPWA
1074
TRUE Private Wealth Advisors
Oregon
$1.14M -$226K -4,675 -17%
TPA
1075
Trivium Point Advisory
Connecticut
$1.13M

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.