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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
TMWM
1101
Taylor & Morgan Wealth Management
Michigan
$1.06M +$242 +5 +0%
FNWM
1102
Financial Network Wealth Management
Utah
$1.05M +$185K +3,825 +21%
MC
1103
Moors & Cabot
Massachusetts
$1.05M -$6.04K -125 -0.6%
FNC
1104
First National Corp
Massachusetts
$1.04M -$92.8K -1,920 -8%
SWM
1105
Stockman Wealth Management
Montana
$1.03M -$42.5K -880 -4%
LA
1106
Lane & Associates
New Jersey
$1.03M +$1.03M +21,340 New
LNB
1107
Ledyard National Bank
$1.03M -$19.1K -395 -2%
BWCS
1108
Beirne Wealth Consulting Services
Connecticut
$1.03M -$48.6K -1,005 -5%
National Bank of Canada
1109
National Bank of Canada
Quebec, Canada
$1.02M +$3.14K +65 +0.3%
SW
1110
StrongBox Wealth
Missouri
$1.02M +$120K +2,475 +13%
EBSAM
1111
Eubel Brady & Suttman Asset Management
Ohio
$1.02M +$14.3K +295 +1%
SEEDPG
1112
S.E.E.D. Planning Group
New York
$1.02M +$17.9K +370 +2%
FPGK
1113
Financial Partners Group (Kansas)
Kansas
$1.01M +$98.6K +2,040 +12%
AAM
1114
Ameraudi Asset Management
New York
$1.01M -$7.25K -150 -0.7%
TFGT
1115
TS Financial Group (TSFG)
Illinois
$1.01M +$685K +14,185 +212%
HCM
1116
Hollencrest Capital Management
California
$1.01M +$642K +13,285 +176%
CCWM
1117
Cassaday & Co Wealth Management
Virginia
$1.01M +$1M +20,780 New
JBA
1118
Johnson Bixby & Associates
Washington
$1M -$20.8K -430 -2%
TFA
1119
Tranquilli Financial Advisor
New Jersey
$1M +$37.7K +780 +4%
DLHL
1120
Donald L. Hagan LLC
Florida
$1M +$1M +20,750 New
G
1121
Gainplan
Michigan
$998K +$996K +20,625 New
BWM
1122
Birchcreek Wealth Management
Ohio
$996K +$47.6K +985 +5%
CWA
1123
Consilio Wealth Advisors
Washington
$996K -$196K -4,065 -16%
SI
1124
Saxon Interests
Texas
$996K -$32.4K -670 -3%
EIA
1125
Eldridge Investment Advisors
New Hampshire
$992K -$9.18K -190 -0.9%

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.