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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
SAM
1076
S.A. Mason
Michigan
$1.13M
WCWM
1077
Wooster Corthell Wealth Management
Connecticut
$1.13M -$11.4K -235 -1%
TFA
1078
Triad Financial Advisors
North Carolina
$1.13M +$23.4K +485 +2%
WA
1079
Wealthstream Advisors
New York
$1.13M
EWA
1080
ERTS Wealth Advisors
Michigan
$1.12M -$12.3K -255 -1%
AWA
1081
Archvest Wealth Advisors
California
$1.12M -$1.69K -35 -0.2%
ACG
1082
Allen Capital Group
Nebraska
$1.12M +$51.9K +1,075 +5%
MIM
1083
Marco Investment Management
Georgia
$1.12M
PCM
1084
Presidio Capital Management
California
$1.11M +$1.11M +23,000 New
ZF
1085
Zhang Financial
Michigan
$1.11M +$23.2K +480 +2%
BMWM
1086
Brown Miller Wealth Management
Virginia
$1.1M +$92.5K +1,915 +9%
PK
1087
Pflug Koory
Nebraska
$1.1M +$22.9K +475 +2%
TFS
1088
Thoroughbred Financial Services
Tennessee
$1.1M +$13.5K +280 +1%
DWM
1089
Dakota Wealth Management
Florida
$1.1M +$208K +4,315 +24%
VAFP
1090
Vahanian & Associates Financial Planning
New York
$1.09M -$16.7K -345 -2%
GSIAS
1091
Garden State Investment Advisory Services
New Jersey
$1.09M +$1.09M +22,505 New
SWPG
1092
Strategic Wealth Partners Group
Illinois
$1.09M +$38.4K +795 +4%
P
1093
Pitcairn
Pennsylvania
$1.09M
CIS
1094
Continental Investors Services
Washington
$1.09M -$11.4K -235 -1%
AC
1095
Abbrea Capital
California
$1.08M +$25.4K +525 +2%
Invesco
1096
Invesco
Georgia
$1.08M +$106K +2,200 +11%
MA
1097
MBA Advisors
Pennsylvania
$1.08M -$167K -3,460 -13%
BLC
1098
Brown, Lisle/Cummings
Rhode Island
$1.07M -$129K -2,680 -11%
KHC
1099
Koesten Hirschmann & Crabtree
Kansas
$1.07M +$1.07M +22,060 New
KCPG
1100
Kavar Capital Partners Group
Kansas
$1.06M

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.