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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
CGPCS
1276
Capital Group Private Client Services
California
$622K +$4.59K +95 +0.7%
GFG
1277
Greystone Financial Group
Michigan
$619K -$188K -3,900 -23%
SWA
1278
Strategies Wealth Advisors
Michigan
$619K +$618K +12,800 New
WDG
1279
Wealth Dimensions Group
Ohio
$617K -$4.11K -85 -0.7%
FDCDDQ
1280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$616K
HC
1281
Hamilton Capital
Ohio
$611K -$415K -8,600 -41%
MSFS
1282
Main Street Financial Solutions
Pennsylvania
$609K +$50.7K +1,050 +9%
S
1283
SignatureFD
Georgia
$608K +$159K +3,300 +36%
FPWM
1284
FSB Premier Wealth Management
Iowa
$608K -$26.6K -550 -4%
ST
1285
Somerset Trust
Pennsylvania
$607K
KWILP
1286
Kiwi Wealth Investments Limited Partnership
New Zealand
$606K +$605K +12,520 New
APW
1287
Austin Private Wealth
Texas
$604K
BI
1288
Ballast Inc
Kentucky
$602K -$78.3K -1,620 -12%
IC
1289
Innealta Capital
Texas
$602K +$20.3K +420 +3%
LAM
1290
L2 Asset Management
Massachusetts
$600K +$599K +12,395 New
ZIG
1291
Zullo Investment Group
Pennsylvania
$599K
AF
1292
Alerus Financial
North Dakota
$597K -$45.2K -935 -7%
TIM
1293
Tortoise Investment Management
New York
$594K
PFGIA
1294
Patriot Financial Group Insurance Agency
Massachusetts
$591K -$114K -2,360 -16%
HWM
1295
Horizons Wealth Management
North Carolina
$590K +$194K +4,015 +49%
BWP
1296
Baldwin Wealth Partners
Massachusetts
$589K -$19.3K -400 -3%
DBT
1297
Dubuque Bank & Trust
Iowa
$589K -$94.2K -1,950 -14%
PL
1298
Plancorp LLC
Missouri
$589K
WAM
1299
Weatherly Asset Management
California
$584K -$185K -3,825 -24%
RZH
1300
Relyea Zuckerberg Hanson
Connecticut
$583K +$582K +12,050 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.