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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
IIM
1126
Ipswich Investment Management
Massachusetts
$992K -$22.9K -475 -2%
CHA
1127
Carmichael Hill & Associates
Maryland
$990K -$59.4K -1,230 -6%
PIA
1128
Panoramic Investment Advisors
Colorado
$988K +$987K +20,425 New
JWBC
1129
John W. Brooker & Co
California
$988K +$83.8K +1,735 +9%
DFG
1130
Demars Financial Group
Washington
$987K -$108K -2,245 -10%
WCAMG
1131
Woodard & Company Asset Management Group
North Carolina
$986K +$74.9K +1,550 +8%
CWS
1132
Confluence Wealth Services
Pennsylvania
$983K -$4.59K -95 -0.5%
WMP
1133
Wealth Management Partners
Arizona
$980K
Betterment LLC
1134
Betterment LLC
New York
$979K +$125K +2,595 +15%
TCM
1135
Tufton Capital Management
Maryland
$979K -$7.25K -150 -0.7%
SFP
1136
Shepherd Financial Partners
Massachusetts
$964K -$65.5K -1,355 -6%
EWA
1137
EverSource Wealth Advisors
Alabama
$958K +$97.6K +2,020 +11%
CG
1138
Caprock Group
Idaho
$952K +$242 +5 +0%
IAG
1139
Investment Advisory Group
Massachusetts
$948K +$106K +2,200 +13%
SMWM
1140
Silvia McColl Wealth Management
California
$948K +$946K +19,590 New
TNBTD
1141
Trustmark National Bank Trust Department
Mississippi
$946K
1WM
1142
1900 Wealth Management
Texas
$943K -$82.6K -1,710 -8%
T
1143
TNF
Montana
$942K -$30.4K -630 -3%
FI
1144
Financial Insights
Washington
$942K +$301K +6,235 +47%
AWA
1145
Aaron Wealth Advisors
Illinois
$941K +$272K +5,625 +41%
RA
1146
Rise Advisors
New York
$938K -$239K -4,955 -20%
SFA
1147
Source Financial Advisors
New York
$936K +$18.6K +385 +2%
LWANC
1148
Laurel Wealth Advisors (North Carolina)
North Carolina
$933K +$7K +145 +0.8%
PTB
1149
Pioneer Trust Bank
Oregon
$931K +$930K +19,250 New
CAG
1150
Csenge Advisory Group
Florida
$930K +$87.7K +1,815 +10%

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.