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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
CDH
1651
Charles D. Hyman
$254K
B
1652
Bellecapital
Switzerland
$254K
TW
1653
Transform Wealth
Colorado
$254K +$253K +5,245 New
GKWIM
1654
Gerber Kawasaki Wealth & Investment Management
California
$253K -$53.4K -1,105 -17%
VWA
1655
Visionary Wealth Advisors
Illinois
$253K +$253K +5,230 New
VBWMG
1656
Von Berge Wealth Management Group
California
$252K
WAG
1657
Wallace Advisory Group
California
$252K +$252K +5,210 New
SL
1658
Sentinus LLC
Illinois
$252K +$251K +5,200 New
FIA
1659
Foundations Investment Advisors
Arizona
$251K +$5.31K +110 +2%
AC
1660
Anson Capital
Georgia
$250K +$4.83K +100 +2%
ZCA
1661
Zeke Capital Advisors
Pennsylvania
$250K -$210K -4,340 -46%
CAM
1662
Crestone Asset Management
Colorado
$249K
PNC
1663
Park National Corp
Ohio
$248K +$248K +5,135 New
MSCM
1664
McElhenny Sheffield Capital Management
Texas
$247K +$12.8K +265 +5%
WPC
1665
White Pine Capital
Minnesota
$244K +$244K +5,050 New
AA
1666
Aufman Associates
Pennsylvania
$244K
WTA
1667
Washington Trust Advisors
Massachusetts
$244K
Victory Capital Management
1668
Victory Capital Management
Texas
$243K -$368K -7,615 -60%
NAMP
1669
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$243K
APW
1670
Aurora Private Wealth
New Jersey
$243K -$41.5K -860 -15%
DFG
1671
Delta Financial Group
New Jersey
$243K +$243K +5,025 New
SF
1672
SBK Financial
Virginia
$243K +$725 +15 +0.3%
MPW
1673
Monterey Private Wealth
California
$243K -$24.4K -505 -9%
BAM
1674
Bosun Asset Management
Illinois
$242K
RWA
1675
Redmont Wealth Advisors
Illinois
$242K

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.