We are live on ! Find out more
IJH icon

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
TWM
1701
Tradition Wealth Management
Minnesota
$229K +$966 +20 +0.4%
HAIM
1702
Hunter Associates Investment Management
Pennsylvania
$229K +$229K +4,730 New
LC
1703
Lavaca Capital
Texas
$229K
GG
1704
Golden Green
South Carolina
$228K
NB
1705
Nicolet Bankshares
Wisconsin
$228K +$3.38K +70 +2%
CFGSD
1706
Compass Financial Group (South Dakota)
South Dakota
$228K +$227K +4,705 New
CWS
1707
Cypress Wealth Services
California
$227K
MFS
1708
Madrona Financial Services
Washington
$227K +$227K +4,700 New
KA
1709
Kovack Advisors
Florida
$227K -$41.1K -850 -15%
LA
1710
LVW Advisors
New York
$225K -$13.8K -285 -6%
EWA
1711
Evolution Wealth Advisors
Florida
$224K +$224K +4,630 New
NWMG
1712
National Wealth Management Group
Ohio
$223K +$223K +4,615 New
CWP
1713
Cyndeo Wealth Partners
Florida
$223K +$223K +4,615 New
AMC
1714
Asset Management Corp
Illinois
$223K
CCA
1715
Column Capital Advisors
Indiana
$222K +$242 +5 +0.1%
KC
1716
Kenfarb & Co
Kentucky
$221K -$6.04K -125 -3%
GIP
1717
Granite Investment Partners
California
$220K
SWM
1718
Seed Wealth Management
Illinois
$220K +$220K +4,550 New
PWM
1719
PBMares Wealth Management
Virginia
$220K +$219K +4,540 New
WIC
1720
Woodmont Investment Counsel
Tennessee
$219K -$16.9K -350 -7%
MAP
1721
Moody Aldrich Partners
Massachusetts
$219K +$219K +4,525 New
MHWM
1722
Montz Harcus Wealth Management
Louisiana
$217K +$217K +4,495 New
ACM
1723
Ardent Capital Management
Ohio
$217K +$217K +4,490 New
W
1724
WorthPointe
California
$217K +$217K +4,490 New
FAG
1725
Fortitude Advisory Group
Washington
$217K +$216K +4,475 New

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.