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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
SWM
1301
SeaCrest Wealth Management
New York
$579K -$28K -580 -5%
HFA
1302
High Falls Advisors
New York
$578K -$89.4K -1,850 -13%
BFA
1303
Bragg Financial Advisors
North Carolina
$577K -$3.62K -75 -0.6%
LDB
1304
Lee, Danner & Bass
Tennessee
$577K
BOPW
1305
Brandywine Oak Private Wealth
Pennsylvania
$575K +$242 +5 +0%
FC
1306
Financial Consulate
Maryland
$575K -$14.7K -305 -3%
ClearBridge Investments
1307
ClearBridge Investments
New York
$575K +$2.42K +50 +0.4%
SHA
1308
Seneca House Advisors
Virginia
$574K -$22.7K -470 -4%
TVAMP
1309
Tennessee Valley Asset Management Partners
Tennessee
$574K -$1.46M -30,300 -72%
RB
1310
Renasant Bank
Mississippi
$574K -$168K -3,470 -23%
NFG
1311
Nadler Financial Group
Illinois
$572K
CPSC
1312
Carl P. Sherr & Co
Massachusetts
$571K -$63K -1,305 -10%
PWA
1313
Peterson Wealth Advisors
Utah
$570K +$27.5K +570 +5%
ECM
1314
EagleClaw Capital Management
Massachusetts
$570K
AFO
1315
Allie Family Office
Florida
$570K
HFS
1316
Howard Financial Services
Texas
$570K -$11.8K -245 -2%
SS
1317
Sunbelt Securities
Texas
$569K +$966 +20 +0.2%
SCA
1318
Sage Capital Advisors
South Dakota
$569K +$5.56K +115 +1%
BP
1319
BCK Partners
New York
$567K -$660K -13,660 -54%
PIA
1320
Perennial Investment Advisors
California
$565K
RG
1321
Retirement Group
California
$563K +$414K +8,575 +280%
PPW
1322
Presilium Private Wealth
Pennsylvania
$560K +$559K +11,570 New
OPWM
1323
Oakwell Private Wealth Management
Texas
$558K
SAM
1324
Summit Asset Management
Tennessee
$555K +$150K +3,100 +37%
RI
1325
Ridgewood Investments
New Jersey
$554K

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.