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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
ERWM
1326
Elk River Wealth Management
Colorado
$554K -$39.6K -820 -7%
CFO
1327
Collective Family Office
Pennsylvania
$552K -$320K -6,620 -37%
ACM
1328
AlphaStar Capital Management
North Carolina
$552K -$73.4K -1,520 -12%
CANC
1329
Culbertson A N & Co
Virginia
$552K +$48.3K +1,000 +10%
OPWM
1330
Oxinas Partners Wealth Management
Indiana
$551K -$18.6K -385 -3%
IRAG
1331
Investment Research & Advisory Group
Georgia
$551K
CCA
1332
Conservest Capital Advisors
Pennsylvania
$549K +$549K +11,360 New
KA
1333
Kooman & Associates
Pennsylvania
$548K +$547K +11,320 New
HWA
1334
HHM Wealth Advisors
Tennessee
$545K -$3.87K -80 -0.7%
GIA
1335
Guyasuta Investment Advisors
Pennsylvania
$542K
OAM
1336
Oak Asset Management
California
$540K -$7.97K -165 -1%
CCP
1337
Clarkston Capital Partners
Michigan
$538K
NCM
1338
NCM Capital Management
New Jersey
$538K -$8.7K -180 -2%
WPC
1339
Waters Parkerson & Co
Louisiana
$537K
TCA
1340
Transcend Capital Advisors
New Jersey
$535K +$3.87K +80 +0.7%
LA
1341
LexAurum Advisors
Kansas
$535K -$46.6K -965 -8%
AMM
1342
American Money Management
California
$535K +$966 +20 +0.2%
EP
1343
Eudaimonia Partners
Tennessee
$530K +$530K +10,960 New
OCG
1344
Opus Capital Group
Ohio
$530K -$4.83K -100 -0.9%
SWM
1345
SFG Wealth Management
Maryland
$530K -$42.5K -880 -7%
HWM
1346
Howard Wealth Management
Connecticut
$530K -$6.04K -125 -1%
PP
1347
Patten & Patten
Tennessee
$528K -$5.56K -115 -1%
LPIC
1348
LeJeune Puetz Investment Counsel
Michigan
$527K
HWM
1349
Hohimer Wealth Management
Washington
$526K +$7.97K +165 +2%
RBC
1350
Romano Brothers & Co
Illinois
$525K +$38.6K +800 +8%

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.