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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
MAM
1151
MMA Asset Management
Pennsylvania
$927K +$22.7K +470 +3%
MBTD
1152
Mechanics Bank - Trust Department
California
$916K
MCM
1153
Maple Capital Management
Vermont
$916K +$557K +11,535 +156%
GWA
1154
Gibson Wealth Advisors
Texas
$913K +$899K +18,600 +6,200%
WH
1155
Willner & Heller
California
$905K +$2.66K +55 +0.3%
IPW
1156
Invictus Private Wealth
Colorado
$904K +$903K +18,685 New
CL
1157
Choreo LLC
Illinois
$901K -$5.56K -115 -0.6%
LC
1158
Lincoln Capital
Nebraska
$901K +$33.1K +685 +4%
MJRIC
1159
Mogy Joel R Investment Counsel
California
$897K -$54.4K -1,125 -6%
GWM
1160
GSB Wealth Management
Connecticut
$895K +$7.25K +150 +0.8%
DIA
1161
Dana Investment Advisors
Wisconsin
$892K -$27.5K -570 -3%
ES
1162
Eagle Strategies
New York
$891K +$79.7K +1,650 +10%
PMFA
1163
Plante Moran Financial Advisors
Michigan
$890K -$4.35K -90 -0.5%
SWM
1164
Selective Wealth Management
Virginia
$886K -$17.4K -360 -2%
COCM
1165
Charter Oak Capital Management
New Hampshire
$885K -$94.2K -1,950 -10%
AAS
1166
Asset Allocation Strategies
Michigan
$885K +$884K +18,290 New
BCM
1167
Brookmont Capital Management
Texas
$884K -$36.5K -755 -4%
BWA
1168
Beam Wealth Advisors
Louisiana
$876K -$11.6K -240 -1%
AIM
1169
Anchor Investment Management
South Carolina
$872K
Kovitz Investment Group Partners
1170
Kovitz Investment Group Partners
Illinois
$872K -$14.5K -300 -2%
CAWM
1171
Capital Advisors Wealth Management
Washington
$866K -$11.6K -240 -1%
PWP
1172
Principle Wealth Partners
Connecticut
$864K +$11.6K +240 +1%
OAM
1173
Occidental Asset Management
California
$856K -$28.5K -590 -3%
CA
1174
Calton & Associates
Florida
$855K +$430K +8,910 +102%
CM
1175
Columbus Macro
Pennsylvania
$854K +$852K +17,645 New

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.