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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
PCS
1501
Personal CFO Solutions
New Jersey
$371K -$88.9K -1,840 -19%
SFMG
1502
Sage Financial Management Group
Virginia
$368K +$367K +7,600 New
BFA
1503
Buttonwood Financial Advisors
Maryland
$368K +$367K +7,600 New
RBFC
1504
Roman Butler Fullerton & Co
Missouri
$367K +$130K +2,700 +61%
MIAS
1505
Mason Investment Advisory Services
Virginia
$366K
FGG
1506
Financial Guidance Group
Florida
$366K +$40.3K +835 +12%
FPB
1507
First PREMIER Bank
South Dakota
$365K
SCP
1508
Stevens Capital Partners
Nebraska
$365K +$365K +7,545 New
SAM
1509
Selway Asset Management
$363K
IWA
1510
Intercontinental Wealth Advisors
Texas
$362K
VFPI
1511
Vantage Financial Partners (Illinois)
Illinois
$360K +$14K +290 +4%
BTI
1512
Blue Trust Inc
Georgia
$360K -$66.9K -1,385 -14%
TW
1513
TrinityPoint Wealth
Connecticut
$360K +$36.7K +760 +11%
KTA
1514
Keeley-Teton Advisors
Illinois
$359K +$359K +7,430 New
ASBI
1515
American State Bank (Iowa)
Iowa
$359K -$19.3K -400 -5%
FWM
1516
Focused Wealth Management
New York
$359K +$104K +2,160 +41%
DWM
1517
Defined Wealth Management
Oregon
$358K +$357K +7,395 New
WG
1518
Welch Group
Alabama
$357K +$356K +7,370 New
AWA
1519
Alta Wealth Advisors
Massachusetts
$356K -$107K -2,215 -23%
VWM
1520
Venturi Wealth Management
Texas
$355K
FWI
1521
Facet Wealth Inc
Maryland
$354K -$55.1K -1,140 -14%
HPM
1522
Hoxton Planning & Management
West Virginia
$353K +$352K +7,290 New
MFWP
1523
Mosaic Family Wealth Partners
Missouri
$351K +$350K +7,250 New
FCP
1524
Fidelis Capital Partners
Florida
$350K +$341K +7,050 New
ZCM
1525
Ziegler Capital Management
Illinois
$350K

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.