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
FCAS
151
First Command Advisory Services
Texas
$38.4M -$358K -7,405 -0.9%
OIA
152
OneDigital Investment Advisors
Kansas
$37.9M -$391K -8,085 -1%
WPA
153
West Paces Advisors
Georgia
$37.9M +$1.53M +31,645 +4%
EH
154
Equitable Holdings
New York
$37.7M +$4.06M +83,980 +12%
HFS
155
HBC Financial Services
Washington
$37.5M -$374K -7,740 -1%
CFG
156
CKW Financial Group
Hawaii
$37.4M -$208K -4,315 -0.6%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$36.4M +$3.06M +63,285 +9%
FBFS
158
First Business Financial Services
Wisconsin
$36.1M -$601K -12,445 -2%
CAI
159
Capital Advisors Inc
Oklahoma
$35.9M -$737K -15,255 -2%
SPP
160
Single Point Partners
Massachusetts
$35.7M +$1.76M +36,445 +5%
GW
161
GW & Wade
Massachusetts
$35.1M +$8.35M +172,755 +31%
EWM
162
Evermay Wealth Management
Virginia
$34.8M -$797K -16,500 -2%
RWB
163
RMR Wealth Builders
New Jersey
$34.7M +$1.31M +27,065 +4%
WAP
164
Wealthcare Advisory Partners
Pennsylvania
$34.5M +$357K +7,380 +1%
Lazard Asset Management
165
Lazard Asset Management
New York
$34.3M -$122K -2,525 -0.4%
JWA
166
JFS Wealth Advisors
Pennsylvania
$34.2M +$209K +4,330 +0.6%
AWE
167
Avidian Wealth Enterprises
Texas
$33.4M -$1.89M -39,030 -5%
T
168
TrueFG
Texas
$33.4M +$516K +10,685 +2%
CPO
169
Cerity Partners OCIO
New York
$33.4M -$356K -7,375 -1%
CG
170
Colony Group
Massachusetts
$33.4M +$3.42M +70,735 +11%
BWA
171
BDO Wealth Advisors
Florida
$33.3M -$613K -12,685 -2%
SAS
172
Sanford Advisory Services
Michigan
$33M -$1.69M -35,035 -5%
AA
173
ALPS Advisors
Colorado
$32.7M -$394K -8,150 -1%
Manulife (Manufacturers Life Insurance)
174
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M -$43.3M -896,775 -57%
PP
175
PDS Planning
Ohio
$32.2M +$1.52M +31,465 +5%

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.