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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
KSWA
1201
Kathleen S. Wright Associates
Pennsylvania
$783K +$2.9K +60 +0.4%
SG Americas Securities
1202
SG Americas Securities
New York
$783K +$11.1K +230 +1%
TNB
1203
Thomasville National Bank
Georgia
$779K -$106K -2,195 -12%
EAM
1204
Evanson Asset Management
California
$778K +$242 +5 +0%
ICG
1205
InterOcean Capital Group
Tennessee
$777K -$37.2K -770 -5%
GCA
1206
Greenwood Capital Associates
South Carolina
$777K +$440K +9,105 +131%
IAA
1207
Independent Advisor Alliance
North Carolina
$777K -$59.2K -1,225 -7%
LA
1208
Latitude Advisors
Florida
$773K -$142K -2,935 -16%
CI
1209
Cambiar Investors
Colorado
$768K -$1.1M -22,760 -59%
TWM
1210
Thrive Wealth Management
Pennsylvania
$765K -$1.45K -30 -0.2%
Simplex Trading
1211
Simplex Trading
Illinois
$761K -$379K -7,850 -33%
VAS
1212
Vestmark Advisory Solutions
Massachusetts
$760K -$2.42K -50 -0.3%
GWM
1213
GDS Wealth Management
Texas
$759K -$12.3K -255 -2%
WSWA
1214
Warren Street Wealth Advisors
California
$758K +$80.9K +1,675 +12%
NSIM
1215
North Star Investment Management
Illinois
$758K
WWM
1216
Wolff Wiese Magana
California
$754K -$152K -3,145 -17%
KF
1217
Krilogy Financial
Missouri
$754K +$25.8K +535 +4%
RPGK
1218
Retirement Planning Group (Kansas)
Kansas
$752K -$98.6K -2,040 -12%
GA
1219
Greenspring Advisors
Maryland
$750K -$66.4K -1,375 -8%
KBC Group
1220
KBC Group
Belgium
$750K -$24.2K -500 -3%
CT
1221
Caldwell Trust
Florida
$750K +$15K +310 +2%
Legal & General Group
1222
Legal & General Group
United Kingdom
$750K -$1.21M -24,950 -62%
HWA
1223
Hilltop Wealth Advisors
North Carolina
$746K
GPA
1224
Garrison Point Advisors
California
$741K +$52.4K +1,085 +8%
WW
1225
Westshore Wealth
California
$738K +$737K +15,265 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.