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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
MCM
1676
Morton Capital Management
California
$241K +$241K +4,985 New
BFG
1677
Barber Financial Group
Kansas
$241K -$7.97K -165 -3%
UW
1678
Unique Wealth
Florida
$240K +$240K +4,970 New
WP
1679
WMS Partners
Maryland
$240K +$242 +5 +0.1%
DBIA
1680
Dumont & Blake Investment Advisors
New Jersey
$239K
JWM
1681
JFG Wealth Management
Colorado
$238K
EP
1682
EPIQ Partners
Minnesota
$238K
RW
1683
Regimen Wealth
Georgia
$238K +$237K +4,915 New
NEWAS
1684
N.E.W. Advisory Services
Wisconsin
$238K -$97.6K -2,020 -29%
HFS
1685
Heritage Financial Services
Massachusetts
$238K -$10.9K -225 -4%
FM
1686
Family Management
New York
$238K +$114K +2,350 +92%
SFP
1687
Sweet Financial Partners
Minnesota
$237K
OWM
1688
Orgel Wealth Management
Wisconsin
$237K +$236K +4,890 New
C
1689
CEDRUS
Colorado
$235K +$234K +4,850 New
ACI
1690
Alpha Cubed Investments
California
$234K -$49.5K -1,025 -18%
TC
1691
Trust Company
Kansas
$233K -$13.8K -285 -6%
AA
1692
Aire Advisors
California
$232K +$966 +20 +0.4%
PO
1693
Private Ocean
California
$231K -$1.21K -25 -0.5%
AWM
1694
Affinity Wealth Management
Delaware
$231K -$70.5K -1,460 -23%
LSA
1695
Lion Street Advisors
Texas
$231K +$200K +4,140 New
KWM
1696
Keebeck Wealth Management
Illinois
$231K
CRI
1697
Commonwealth Retirement Investments
Virginia
$230K +$230K +4,755 New
BMC
1698
Beaton Management Company
Massachusetts
$230K
TYCC
1699
Texas Yale Capital Corp
Florida
$230K
ZIG
1700
Zuckerman Investment Group
Illinois
$229K

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.