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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$57.6M +$8.35M +172,815 +17%
FMII
102
Farmers & Merchants Investments Inc
Nebraska
$57.6M +$6.77M +140,130 +13%
MAM
103
Madison Asset Management
Wisconsin
$57.2M +$1.48M +30,705 +3%
OAM
104
Oppenheimer Asset Management
New York
$56.4M -$1.02M -21,210 -2%
LRIA
105
Leonard Rickey Investment Advisors
Washington
$56M -$1.05M -21,815 -2%
PA
106
Planning Alternatives
Michigan
$55.9M -$1.15M -23,805 -2%
CCFCSB
107
Cape Cod Five Cents Savings Bank
Massachusetts
$55.3M -$1.69M -35,040 -3%
Macquarie Group
108
Macquarie Group
Australia
$54.9M +$54.8M +1,134,785 New
TD Asset Management
109
TD Asset Management
Ontario, Canada
$53.8M -$120M -2,487,710 -69%
VA
110
Valmark Advisers
Ohio
$52.2M -$789K -16,325 -1%
FIB
111
First Interstate Bank
Montana
$52.1M +$254K +5,265 +0.5%
TFO
112
Tarbox Family Office
California
$52M +$1.46M +30,290 +3%
SAF
113
Smith Anglin Financial
Texas
$51.9M +$1.57M +32,590 +3%
KA
114
Klingman & Associates
New York
$51.8M +$2.68M +55,435 +5%
AWA
115
Alaska Wealth Advisors
Alaska
$51M +$558K +11,550 +1%
GFG
116
GR Financial Group
Arizona
$50.9M +$50.8M +1,051,445 New
Bank of Nova Scotia
117
Bank of Nova Scotia
Ontario, Canada
$50.5M
WI
118
Wintrust Investments
Illinois
$49.9M -$497K -10,295 -1%
FHA
119
First Horizon Advisors
Tennessee
$49.5M -$2.64M -54,590 -5%
AT
120
American Trust
Kentucky
$49.3M +$48.8M +1,009,835 +10,159%
JSW
121
Journey Strategic Wealth
New Jersey
$49M +$1.01M +20,995 +2%
DWM
122
Destination Wealth Management
California
$48.4M -$705K -14,600 -1%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.6M +$47.5M +983,550 New
TAIM
124
TD Ameritrade Investment Management
Nebraska
$47.3M -$3.03M -62,740 -6%
FSC
125
Full Sail Capital
Oklahoma
$47.3M +$8.44M +174,750 +22%

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.