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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
CA
1526
CapWealth Advisors
Tennessee
$349K +$15.2K +315 +5%
PIA
1527
Powell Investment Advisors
Florida
$349K +$60.9K +1,260 +21%
SB
1528
Sunflower Bank
Texas
$349K -$96.4K -1,995 -22%
EP
1529
Edgestream Partners
New Jersey
$349K +$348K +7,205 New
JFG
1530
JMG Financial Group
Illinois
$348K
SFO
1531
Stokes Family Office
Louisiana
$346K -$114K -2,350 -25%
CFO
1532
Custos Family Office
Texas
$346K +$483 +10 +0.1%
RRCM
1533
Rappaport Reiches Capital Management
Illinois
$344K
FWP
1534
Falcon Wealth Planning
California
$344K +$9.9K +205 +3%
CCT
1535
Capital City Trust
Florida
$343K
SBIA
1536
Sheaff Brock Investment Advisors
Indiana
$343K
FIM
1537
Freedom Investment Management
Connecticut
$342K +$341K +7,060 New
AIP
1538
ARS Investment Partners
New York
$339K
BCM
1539
Basso Capital Management
Connecticut
$339K +$338K +7,000 New
FA
1540
Faithward Advisors
Pennsylvania
$338K +$10.6K +220 +3%
IWP
1541
IAG Wealth Partners
Wisconsin
$337K +$202K +4,190 +151%
MCCA
1542
Mill Creek Capital Advisors
Pennsylvania
$332K +$332K +6,870 New
PIA
1543
Pinion Investment Advisors
Kansas
$331K
TPW
1544
Tiller Private Wealth
Pennsylvania
$330K +$330K +6,825 New
GWM
1545
Greenhouse Wealth Management
Connecticut
$329K +$3.14K +65 +1%
BCM
1546
BTC Capital Management
Iowa
$329K +$92K +1,905 +39%
EC
1547
Estate Counselors
Wisconsin
$329K +$45.9K +950 +16%
SAM
1548
Sawgrass Asset Management
Florida
$329K +$329K +6,800 New
AIP
1549
Ahrens Investment Partners
Louisiana
$329K -$85.8K -1,775 -21%
VCAM
1550
Van Cleef Asset Management
Ohio
$328K

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.