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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
BBW
1751
Blue Barn Wealth
Utah
$206K +$206K +4,260 New
CWM
1752
Chemistry Wealth Management
New York
$206K +$205K +4,250 New
MAM
1753
McLean Asset Management
Virginia
$205K +$205K +4,240 New
HBT
1754
Hills Bank & Trust
Iowa
$205K
LJAC
1755
L.J. Altfest & Co
New York
$204K -$21.3K -440 -9%
RPG
1756
Resource Planning Group
Georgia
$204K +$203K +4,210 New
CA
1757
Carson Advisory
Georgia
$203K +$203K +4,205 New
HWA
1758
Heartwood Wealth Advisors
Virginia
$203K +$203K +4,195 New
FCA
1759
Fortis Capital Advisors
Kansas
$201K +$201K +4,160 New
PWM
1760
Praetorian Wealth Management
California
$201K +$201K +4,155 New
AWM
1761
Angeles Wealth Management
California
$200K +$103K +2,135 +106%
CAM
1762
Covenant Asset Management
New Jersey
$200K +$200K +4,140 New
SCA
1763
Stonebridge Capital Advisors
Minnesota
$200K +$148K +3,055 +284%
GIA
1764
Goodwin Investment Advisory
Georgia
$198K
MGIA
1765
Matthew Goff Investment Advisor
Texas
$195K +$195K +4,030 New
FRA
1766
Front Row Advisors
California
$194K +$6.04K +125 +3%
AA
1767
Addison Advisors
Vermont
$193K +$5.07K +105 +3%
CDIA
1768
Capital Directions Investment Advisors
Georgia
$193K +$193K +3,990 New
FMTCOCP
1769
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$193K
CPG
1770
Cornerstone Planning Group
New Jersey
$183K +$176K +3,640 New
RFA
1771
Register Financial Advisors
Georgia
$176K +$175K +3,630 New
JWM
1772
Janiczek Wealth Management
Colorado
$173K
PCTC
1773
Perkins Coie Trust Company
Washington
$167K
SSC
1774
Syverson Strege & Co
Iowa
$167K -$95.2K -1,970 -36%
MIM
1775
MTM Investment Management
South Carolina
$164K -$7.49K -155 -4%

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.