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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
VFA
126
Voya Financial Advisors
Connecticut
$46.9M -$3.3M -68,340 -7%
CAL
127
Capital Analysts LLC
Pennsylvania
$46.8M +$1.6M +33,205 +4%
MA
128
MCF Advisors
Kentucky
$46.2M -$189K -3,910 -0.4%
GIM
129
Goelzer Investment Management
Indiana
$44.7M +$2.54M +52,555 +6%
CAM
130
Chandler Asset Management
California
$44.4M
BP
131
Ballentine Partners
Massachusetts
$44.3M -$327K -6,770 -0.7%
AF
132
Arrow Financial
New York
$44.1M +$1.39M +28,715 +3%
BSB
133
Bangor Savings Bank
Maine
$43.8M -$436K -9,030 -1%
WTC
134
WhitTier Trust Company
Nevada
$43.2M +$9.65M +199,680 +29%
JFA
135
JNBA Financial Advisors
Minnesota
$43.1M -$293K -6,070 -0.7%
CPIG
136
Chicago Partners Investment Group
Illinois
$43M +$2.54M +52,625 +7%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$42.5M -$5.5M -113,850 -11%
SWP
138
Stratos Wealth Partners
Ohio
$42.4M -$1.42M -29,300 -3%
AI
139
Accredited Investors
Minnesota
$41.8M +$16.6M +343,155 +66%
SPIA
140
Steward Partners Investment Advisory
New York
$41.5M +$1.85M +38,220 +5%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$41.4M -$490K -10,145 -1%
HW
142
Hancock Whitney
Mississippi
$41.2M +$2.75M +57,010 +7%
ZB
143
Zions Bancorporation
Utah
$41.2M +$12.9M +267,960 +46%
RWM
144
RKL Wealth Management
Pennsylvania
$40.1M +$1.6M +33,175 +4%
BOS
145
Bank of Stockton
California
$39.9M +$2.56M +53,000 +7%
SFG
146
Sage Financial Group
Pennsylvania
$39.7M +$1.81M +37,460 +5%
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$39.4M -$2.65M -54,910 -6%
CA
148
Cetera Advisors
Colorado
$39.3M +$3.52M +72,840 +10%
CW
149
Connectus Wealth
Ohio
$39.1M -$1.53M -31,705 -4%
Charles Schwab
150
Charles Schwab
California
$39M -$2.93M -60,745 -7%

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.