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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
FAM
1626
Family Asset Management
South Carolina
$273K +$272K +5,640 New
HBW
1627
Hazlett, Burt & Watson
West Virginia
$272K +$9.42K +195 +4%
TCWM
1628
Total Clarity Wealth Management
Illinois
$271K +$48.3K +1,000 +22%
MWM
1629
McNaughton Wealth Management
California
$271K
CF
1630
Convergence Financial
Missouri
$270K -$18.8K -390 -7%
SLF
1631
Sun Life Financial
Ontario, Canada
$268K
SCP
1632
Sandhill Capital Partners
New York
$267K +$267K +5,525 New
F
1633
F3Logic
Minnesota
$267K -$183K -3,780 -41%
GBS
1634
Gallagher Benefit Services
Illinois
$267K +$267K +5,525 New
SBL
1635
Sargent Bickham Lagudis
Colorado
$267K +$5.07K +105 +2%
BTW
1636
Boston Trust Walden
Massachusetts
$266K
MM
1637
Meridian Management
Arkansas
$264K
GA
1638
Geller Advisors
New York
$261K
LWAC
1639
Laurel Wealth Advisors (California)
California
$261K
ACA
1640
Affinity Capital Advisors
California
$260K +$10.1K +210 +4%
FP
1641
Financial Perspectives
Minnesota
$260K +$1.69K +35 +0.7%
MWA
1642
Monograph Wealth Advisors
California
$259K
SWM
1643
Segment Wealth Management
Texas
$258K
DCM
1644
Donaldson Capital Management
Indiana
$258K -$4.11K -85 -2%
ME
1645
McIlrath & Eck
Washington
$257K -$21K -435 -8%
BFA
1646
Bluestem Financial Advisors
Illinois
$257K
AWAG
1647
ARS Wealth Advisors Group
Florida
$257K -$97.3K -2,015 -28%
FWA
1648
FSC Wealth Advisors
New York
$256K -$1.69K -35 -0.7%
BAM
1649
BOS Asset Management
Illinois
$256K +$256K +5,290 New
SWRP
1650
Summit Wealth & Retirement Planning
California
$255K

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.