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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
GSAM
1451
Grant Street Asset Management
Pennsylvania
$415K +$4.11K +85 +1%
MAC
1452
Mason & Associates (California)
California
$415K -$1.69K -35 -0.4%
LWCFA
1453
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$412K -$4.59K -95 -1%
WAM
1454
WNY Asset Management
New York
$412K +$412K +8,520 New
LCM
1455
LVM Capital Management
Michigan
$411K
CAMG
1456
CWA Asset Management Group
Florida
$410K +$84.1K +1,740 +26%
AFAS
1457
Acorn Financial Advisory Services
Virginia
$410K +$65.2K +1,350 +19%
TCB
1458
Texas Capital Bancshares
Texas
$410K -$180K -3,720 -31%
HFAS
1459
Hummer Financial Advisory Services
Illinois
$409K
EA
1460
Eudaimonia Advisors
Tennessee
$408K +$6.76K +140 +2%
ASFA
1461
All Season Financial Advisors
Colorado
$408K -$3.32M -68,745 -89%
CIA
1462
Choate Investment Advisors
Massachusetts
$407K
SRC
1463
Sage Rhino Capital
California
$406K
CP
1464
Capital Planning
Washington
$406K
DC
1465
Destiny Capital
Colorado
$404K +$372K +7,690 New
DI
1466
DAGCO Inc
Ohio
$403K -$18.1K -375 -4%
SIAP
1467
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$402K
PGIM
1468
Pacific Global Investment Management
California
$399K
SCM
1469
Schnieders Capital Management
California
$396K +$11.1K +230 +3%
4WM
1470
4J Wealth Management
Virginia
$395K +$17.2K +355 +5%
WPP
1471
Whalerock Point Partners
Rhode Island
$395K
JPG
1472
Jordan Park Group
California
$394K
RW
1473
RVW Wealth
California
$393K -$22.5K -465 -5%
JHCP
1474
Jackson Hole Capital Partners
Oklahoma
$393K
FFA
1475
Founders Financial Alliance
North Carolina
$391K -$13.5K -280 -3%

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.