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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
Fisher Asset Management
1426
Fisher Asset Management
Washington
$438K +$181K +3,740 +70%
CAM
1427
Congress Asset Management
Massachusetts
$438K +$437K +9,050 New
SC
1428
SouthState Corp
Florida
$437K -$66.2K -1,370 -13%
CIC
1429
Cutler Investment Counsel
Oregon
$437K +$145K +3,005 +50%
AAM
1430
Augustine Asset Management
Florida
$436K +$435K +9,010 New
EDRH
1431
Edmond de Rothschild Holding
Switzerland
$435K
Renaissance Technologies
1432
Renaissance Technologies
New York
$435K +$435K +9,000 New
RWM
1433
Ritholtz Wealth Management
New York
$435K
SEP
1434
Southland Equity Partners
Missouri
$434K -$8.7K -180 -2%
BC
1435
Burney Company
Virginia
$434K +$242 +5 +0.1%
RFA
1436
Resurgent Financial Advisors
Georgia
$434K -$17.2K -355 -4%
1WA
1437
180 Wealth Advisors
Washington
$431K -$3.38K -70 -0.8%
LSIA
1438
LaSalle St. Investment Advisors
Illinois
$430K +$430K +8,895 New
IAS
1439
IMA Advisory Services
Colorado
$427K
SPWG
1440
Syntegra Private Wealth Group
Missouri
$427K +$426K +8,820 New
DL
1441
DOHJ LLC
Washington
$427K +$426K +8,825 New
CHAM
1442
Clear Harbor Asset Management
Connecticut
$426K +$160K +3,310 +60%
SLG
1443
Stanley-Laman Group
Pennsylvania
$425K +$2.42K +50 +0.6%
FA
1444
Fountainhead AM
New Jersey
$424K +$1.21K +25 +0.3%
SFP
1445
Strategic Financial Partners
Oregon
$423K
EWM
1446
Executive Wealth Management
Michigan
$423K +$333K +6,900 +376%
CAM
1447
Carret Asset Management
New York
$420K
CSWM
1448
Cassady Schiller Wealth Management
Ohio
$419K +$2.42K +50 +0.6%
CPA
1449
Cardiff Park Advisors
California
$418K -$94.5K -1,955 -18%
WCP
1450
Wick Capital Partners
Pennsylvania
$416K

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.