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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
JWCA
1351
J.W. Coons Advisors
Ohio
$523K -$209K -4,320 -29%
JLBC
1352
J.L. Bainbridge & Co
Florida
$522K +$32.1K +665 +7%
SAM
1353
SP Asset Management
California
$522K +$51.7K +1,070 +11%
MWM
1354
Merriman Wealth Management
Washington
$522K -$26.6K -550 -5%
FHC
1355
First Heartland Consultants
Missouri
$520K -$107K -2,225 -17%
AFP
1356
Ausdal Financial Partners
Iowa
$520K -$1.5M -31,030 -74%
BMM
1357
Buffington Mohr McNeal
Idaho
$519K +$518K +10,730 New
FFW
1358
Fusion Family Wealth
New York
$518K -$824K -17,065 -61%
PS
1359
Planned Solutions
California
$518K +$3.62K +75 +0.7%
GAM
1360
Gemmer Asset Management
California
$515K -$254K -5,265 -33%
BG
1361
Benedetti & Gucer
Georgia
$512K +$12.6K +260 +3%
MCM
1362
McRae Capital Management
New Jersey
$511K +$1.21K +25 +0.2%
BIAS
1363
Beacon Investment Advisory Services
New Jersey
$511K +$18.4K +380 +4%
EHC
1364
Everett Harris & Co
California
$509K -$24.2K -500 -5%
CWM
1365
Collaborative Wealth Management
Florida
$509K -$13K -270 -3%
LSPW
1366
Lake Street Private Wealth
Illinois
$507K -$67.4K -1,395 -12%
KWS
1367
Keystone Wealth Services
California
$507K +$12.3K +255 +2%
PWP
1368
Perfromance Wealth Partners
Illinois
$507K -$16.4K -340 -3%
PAM
1369
Peak Asset Management
Colorado
$506K -$29K -600 -5%
SC
1370
Stephens Consulting
Michigan
$506K -$58.2K -1,205 -10%
NCM
1371
Narwhal Capital Management
Georgia
$506K
MWM
1372
Maripau Wealth Management
Indiana
$505K -$39.6K -820 -8%
RAM
1373
Riggs Asset Management
Pennsylvania
$502K +$443K +9,170 +764%
DTC
1374
Davidson Trust Company
Washington
$502K -$15.2K -315 -3%
PPW
1375
Parcion Private Wealth
Washington
$501K

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.