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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
SVCP
1576
Silicon Valley Capital Partners
California
$307K -$6.52K -135 -2%
LOPW
1577
Live Oak Private Wealth
North Carolina
$307K +$4.83K +100 +2%
MCM
1578
Mattern Capital Management
Colorado
$306K -$6.28K -130 -2%
BFG
1579
Berger Financial Group
Minnesota
$305K +$305K +6,310 New
JPMIA
1580
J.P. Marvel Investment Advisors
Massachusetts
$305K
AL
1581
ADE LLC
Maryland
$304K
CAM
1582
Concorde Asset Management
Michigan
$303K -$55.8K -1,155 -16%
KC
1583
Kingfisher Capital
North Carolina
$303K +$1.21K +25 +0.4%
AA
1584
Ashford Advisors
New York
$302K -$147K -3,050 -33%
VCP
1585
Verus Capital Partners
Arizona
$302K -$27.1K -560 -8%
AIA
1586
Avalon Investment & Advisory
Texas
$302K
WFAG
1587
Worth Financial Advisory Group
North Carolina
$302K +$301K +6,240 New
LIA
1588
LS Investment Advisors
Michigan
$302K -$2.42K -50 -0.8%
PFBT
1589
Parkside Financial Bank & Trust
Missouri
$301K -$2.42K -50 -0.8%
MAM
1590
Mystic Asset Management
Rhode Island
$301K
MWM
1591
Madison Wealth Management
Ohio
$300K -$242 -5 -0.1%
FB
1592
First Bancorp
Maine
$299K -$130K -2,700 -30%
TAM
1593
Tucker Asset Management
Colorado
$299K -$242 -5 -0.1%
AGC
1594
Aspen Grove Capital
Colorado
$295K +$295K +6,100 New
GI
1595
Gradient Investments
Minnesota
$294K -$36.2K -750 -11%
AWM
1596
Abound Wealth Management
Tennessee
$294K -$131K -2,715 -31%
GLA
1597
Great Lakes Advisors
Illinois
$293K -$16.9K -350 -5%
OSAM
1598
O'Shaughnessy Asset Management
Connecticut
$293K +$17.2K +355 +6%
SAM
1599
Strategy Asset Managers
California
$291K +$483 +10 +0.2%
PGAM
1600
Princeton Global Asset Management
New Jersey
$290K

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.