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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
LMKC
1551
L.M. Kohn & Company
Ohio
$328K +$242 +5 +0.1%
OIA
1552
Optimum Investment Advisors
Illinois
$327K
PCA
1553
Pallas Capital Advisors
Massachusetts
$327K
NP
1554
NorthRock Partners
Minnesota
$326K +$60.1K +1,245 +23%
SPI
1555
Sutton Place Investors
New York
$323K -$44.4K -920 -12%
HIIFS
1556
Harel Insurance Investments & Financial Services
Israel
$323K
CWM
1557
Concentrum Wealth Management
California
$323K +$322K +6,670 New
FPCP
1558
Fort Point Capital Partners
California
$321K +$18.1K +375 +6%
FB
1559
Fulton Bank
Pennsylvania
$319K +$319K +6,595 New
SWM
1560
Sugarloaf Wealth Management
Georgia
$317K +$725 +15 +0.2%
MFG
1561
Mendota Financial Group
Wisconsin
$316K +$316K +6,540 New
HWM
1562
Hemington Wealth Management
Virginia
$316K -$224K -4,635 -41%
NCM
1563
Northwest Capital Management
Oregon
$316K
WAL
1564
W Advisors LLC
Tennessee
$316K -$8.7K -180 -3%
OBWG
1565
Onyx Bridge Wealth Group
New York
$315K -$41.3K -855 -12%
RJTCONH
1566
Raymond James Trust Company of New Hampshire
New Hampshire
$314K +$1.69K +35 +0.5%
FBC
1567
Fairfield, Bush & Co
Connecticut
$313K -$37.7K -780 -11%
STC
1568
Sarah T. Connolly
$313K
SIA
1569
SkyView Investment Advisors
New Jersey
$313K +$5.07K +105 +2%
FCAG
1570
First Capital Advisors Group
New Jersey
$313K +$5.07K +105 +2%
AWM
1571
Avaii Wealth Management
Wisconsin
$312K -$5.56K -115 -2%
MTC
1572
McDaniel Terry & Co
Texas
$312K -$9.18K -190 -3%
BCP
1573
Berkeley Capital Partners
Georgia
$311K +$3.62K +75 +1%
PD
1574
Planning Directions
Pennsylvania
$310K -$1.45K -30 -0.5%
BWP
1575
Bernardo Wealth Planning
Pennsylvania
$309K

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.