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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
NPP
1401
New Potomac Partners
Maryland
$464K +$19.6K +405 +4%
CT
1402
Columbia Trust
Oregon
$464K -$2.9K -60 -0.6%
NHC
1403
Nicholas Hoffman & Company
Georgia
$463K +$725 +15 +0.2%
EL
1404
EQ LLC
Washington
$460K -$30.9K -640 -6%
TSWM
1405
Tyler-Stone Wealth Management
Ohio
$460K +$25.6K +530 +6%
PWS
1406
Peterson Wealth Services
Utah
$457K +$50K +1,035 +12%
DP
1407
Dearborn Partners
Illinois
$456K +$242 +5 +0.1%
CWM
1408
Concentric Wealth Management
California
$456K
AIC
1409
Archer Investment Corporation
Indiana
$455K +$169K +3,500 +59%
BST
1410
Bath Savings Trust
Maine
$453K -$18.1K -375 -4%
MCM
1411
Mitchell Capital Management
Kansas
$452K -$3.87K -80 -0.8%
AFC
1412
Adaptive Financial Consulting
Ohio
$451K +$17.2K +355 +4%
FF
1413
Financial Futures
New Jersey
$449K -$53.4K -1,105 -11%
PI
1414
Pachira Investments
California
$448K +$25.1K +520 +6%
CWA
1415
Consilium Wealth Advisory
Texas
$448K
LG
1416
LAM Group
Oregon
$447K +$447K +9,250 New
MIC
1417
Meridian Investment Counsel
California
$447K +$10.6K +220 +2%
KFI
1418
Key Financial Inc
Pennsylvania
$445K
D
1419
Dentgroup
Louisiana
$444K +$86.2K +1,785 +24%
CSB
1420
City State Bank
Iowa
$444K -$2.17K -45 -0.5%
BOSSRA
1421
B.O.S.S. Retirement Advisors
Utah
$443K +$443K +9,160 New
GWANC
1422
Guardian Wealth Advisors (North Carolina)
North Carolina
$443K -$45.7K -945 -9%
TFP
1423
Tilia Fiduciary Partners
North Carolina
$441K -$13K -270 -3%
GG
1424
Greenwood Gearhart
Arkansas
$440K -$191K -3,955 -30%
RPCA
1425
Running Point Capital Advisors
California
$440K

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.