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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
Schroder Investment Management Group
1726
Schroder Investment Management Group
United Kingdom
$216K
ST
1727
Sageworth Trust
Pennsylvania
$216K +$72.7K +1,505 +51%
TSS
1728
Two Sigma Securities
New York
$215K -$242K -5,005 -53%
AP
1729
Adero Partners
California
$215K -$40.6K -840 -16%
WFA
1730
WestHill Financial Advisors
California
$214K +$483 +10 +0.2%
FVWA
1731
Foster Victor Wealth Advisors
South Carolina
$214K -$72K -1,490 -26%
AC
1732
AlphaCore Capital
California
$214K
PVH
1733
Psagot Value Holdings
Israel
$213K
IAM
1734
Innovis Asset Management
Illinois
$213K +$213K +4,400 New
SF
1735
Safeguard Financial
Wisconsin
$212K +$212K +4,380 New
AWA
1736
Aletheian Wealth Advisors
Washington
$211K +$211K +4,365 New
AC
1737
ASB Consultores
Florida
$211K +$211K +4,365 New
FM
1738
Foster & Motley
Ohio
$211K -$50.2K -1,040 -19%
TSW
1739
Thompson Siegel & Walmsley
Virginia
$211K
DC
1740
Darrow Company
Massachusetts
$210K +$210K +4,345 New
VBFG
1741
Vishria Bird Financial Group
Tennessee
$210K +$210K +4,345 New
TWP
1742
TFO Wealth Partners
Ohio
$209K +$754K +15,600 +5,474%
NAMM
1743
NorthStar Asset Management (Massachusetts)
Massachusetts
$209K +$208K +4,310 New
Jane Street
1744
Jane Street
New York
$208K -$1.96M -40,655 -90%
FRA
1745
Frank Rimerman Advisors
California
$208K +$208K +4,300 New
MS
1746
Madden Securities
Texas
$208K +$208K +4,295 New
SC
1747
Saiph Capital
New Jersey
$207K -$29.5K -610 -12%
RLIM
1748
Red Lighthouse Investment Management
New York
$207K +$206K +4,270 New
NL
1749
Navalign LLC
California
$207K -$40.8K -845 -17%
CIP
1750
Capital Insight Partners
Arizona
$206K +$206K +4,260 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.