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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
ACP
1376
Aviance Capital Partners
Florida
$500K +$499K +10,335 New
IA
1377
Insight Advisors
Pennsylvania
$499K -$10.9K -225 -2%
TB
1378
Terril Brothers
Missouri
$496K -$11.8K -245 -2%
ACM
1379
Arlington Capital Management
Illinois
$495K +$494K +10,235 New
GEA
1380
Glen Eagle Advisors
New Jersey
$492K -$3.14K -65 -0.6%
MAM
1381
Marquette Asset Management
Minnesota
$489K
SVWAG
1382
Sound View Wealth Advisors Group
Georgia
$489K +$426K +8,825 New
PWM
1383
Prosperity Wealth Management
California
$488K +$487K +10,080 New
FNB
1384
Farmers National Bank
Kentucky
$487K +$103K +2,130 +27%
AWM
1385
Aprio Wealth Management
Georgia
$487K +$4.11K +85 +0.9%
DCM
1386
Dimension Capital Management
Florida
$486K
CWP
1387
CFM Wealth Partners
Texas
$485K
LBC
1388
Lawrence B. Cohen
$481K +$481K +9,950 New
MWM
1389
Maltin Wealth Management
New Jersey
$481K -$17.4K -360 -3%
SSWM
1390
Smith Salley Wealth Management
North Carolina
$479K -$14.5K -300 -3%
Susquehanna International Group
1391
Susquehanna International Group
Pennsylvania
$479K -$2.27M -47,055 -83%
NG
1392
NWK Group
California
$478K -$11.8K -245 -2%
FFP
1393
FourThought Financial Partners
Florida
$474K +$473K +9,795 New
CWM
1394
Centurion Wealth Management
Virginia
$473K +$472K +9,770 New
AFG
1395
Albion Financial Group
Utah
$470K -$4.59K -95 -1%
AIM
1396
Athena Investment Management
California
$467K
CT
1397
Clearstead Trust
Maine
$467K +$332K +6,870 +246%
GAG
1398
GM Advisory Group
New York
$466K -$87K -1,800 -16%
BWM
1399
BCS Wealth Management
Tennessee
$465K
M
1400
MOTCO
Texas
$464K -$46.4K -960 -9%

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.