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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
Toronto Dominion Bank
1601
Toronto Dominion Bank
Ontario, Canada
$290K
IDA
1602
Intelligence Driven Advisers
California
$290K
HC
1603
Hoese & Co
Minnesota
$287K
PWM
1604
Paulson Wealth Management
Illinois
$286K
HWP
1605
Heritage Wealth Partners
Ohio
$286K +$276K +5,705 New
CC
1606
Cypress Capital
Tennessee
$286K +$5.31K +110 +2%
JC
1607
Jentner Corp
Ohio
$285K
PCM
1608
Princeton Capital Management
New Jersey
$285K
GWM
1609
Gray Wealth Management
Maine
$283K -$30.7K -635 -10%
JC
1610
JB Capital
Connecticut
$283K +$15.5K +320 +6%
DWA
1611
Delap Wealth Advisory
Oregon
$282K +$282K +5,830 New
WIP
1612
WealthCare Investment Partners
Rhode Island
$282K -$78.7K -1,630 -22%
RWM
1613
Rockwood Wealth Management
Pennsylvania
$282K +$3.62K +75 +1%
DWP
1614
Daymark Wealth Partners
Ohio
$281K +$281K +5,815 New
PFG
1615
PAX Financial Group
Texas
$281K -$17.6K -365 -6%
BSA
1616
Bull Street Advisors
Georgia
$278K
Luther King Capital Management (LKCM)
1617
Luther King Capital Management (LKCM)
Texas
$278K
NAS
1618
Nicolet Advisory Services
Wisconsin
$278K -$44.9K -930 -15%
ADL
1619
Asset Dedication LLC
California
$277K +$219K +4,525 +377%
FCFC
1620
First Commonwealth Financial Corp
Pennsylvania
$277K -$173K -3,585 -39%
AWM
1621
Aberdeen Wealth Management
Illinois
$277K
GCA
1622
Gradient Capital Advisors
California
$276K
BL
1623
Balentine LLC
Georgia
$276K +$266K +5,510 +2,755%
ACM
1624
Advance Capital Management
Michigan
$275K -$31.6K -655 -10%
NCM
1625
Noesis Capital Mangement
Florida
$273K

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.