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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
CWC
1251
Carolinas Wealth Consulting
North Carolina
$663K +$147K +3,050 +29%
TW
1252
Towerpoint Wealth
California
$662K -$59.2K -1,225 -8%
ACP
1253
Aveo Capital Partners
Colorado
$661K +$255K +5,280 +63%
FA
1254
FDx Advisors
Illinois
$659K -$59.4K -1,230 -8%
NLP
1255
Next Level Private
New York
$659K +$24.4K +505 +4%
MPW
1256
Melone Private Wealth
Michigan
$656K -$54.4K -1,125 -8%
SWM
1257
Shelton Wealth Management
Texas
$654K -$6.52K -135 -1%
RSS
1258
Rosenblum Silverman Sutton
California
$654K +$9.66K +200 +2%
HT
1259
HighTower Trust
Texas
$654K +$23.9K +495 +4%
EIA
1260
Edgemoor Investment Advisors
Maryland
$651K
HWMA
1261
Heritage Wealth Management (Arizona)
Arizona
$651K +$316K +6,540 +95%
BWAM
1262
Boyd Watterson Asset Management
Ohio
$645K -$71.5K -1,480 -10%
PIP
1263
Peachtree Investment Partners
Florida
$645K -$39.6K -820 -6%
ACA
1264
Aptus Capital Advisors
Alabama
$641K -$59.9K -1,240 -9%
IPW
1265
Intergy Private Wealth
Colorado
$640K -$39.4K -815 -6%
BWM
1266
Baystate Wealth Management
Massachusetts
$640K +$27.1K +560 +4%
ATC
1267
Adirondack Trust Company
New York
$639K
STA
1268
Summit Trail Advisors
New York
$637K +$338K +6,990 +113%
NFC
1269
Northeast Financial Consultants
Connecticut
$635K +$242 +5 +0%
GP
1270
Girard Partners
Pennsylvania
$632K -$32.1K -665 -5%
WCWM
1271
Willow Creek Wealth Management
California
$632K -$483 -10 -0.1%
BW
1272
Basepoint Wealth
Iowa
$630K
WLPWM
1273
Walled Lake Planning & Wealth Management
Illinois
$629K +$629K +13,010 New
MA
1274
MONECO Advisors
Connecticut
$623K -$69.8K -1,445 -10%
AWA
1275
Arkadios Wealth Advisors
Georgia
$622K +$184K +3,810 +42%

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.