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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
MBFW
1776
Morton Brown Family Wealth
Pennsylvania
$161K
AW
1777
Avion Wealth
Texas
$161K
NRC
1778
New Republic Capital
North Carolina
$161K +$160K +3,320 New
PSB
1779
Piscataqua Savings Bank
New Hampshire
$157K
MHR
1780
Matthew Hamilton Rosenberg
$155K
MCM
1781
MV Capital Management
Maryland
$155K +$4.83K +100 +3%
TCM
1782
TD Capital Management
Tennessee
$152K +$483 +10 +0.3%
NFSG
1783
Newbridge Financial Services Group
Florida
$151K -$8.46K -175 -5%
VWM
1784
Valley Wealth Managers
New Jersey
$149K
HDIM
1785
Hanson & Doremus Investment Management
Vermont
$146K
FWA
1786
Freedom Wealth Alliance
Wisconsin
$143K +$143K +2,950 New
SA
1787
SRH Advisors
Kansas
$141K +$24.2K +500 +21%
DZ Bank
1788
DZ Bank
Germany
$133K +$133K +2,755 New
WWMSC
1789
Wagner Wealth Management (South Carolina)
South Carolina
$133K +$242 +5 +0.2%
SC
1790
Steph & Co
Wisconsin
$133K -$3.62K -75 -3%
CWP
1791
Concord Wealth Partners
Virginia
$132K +$132K +2,740 New
DCM
1792
Disciplina Capital Management
Tennessee
$130K -$19.8K -410 -13%
OA
1793
Operose Advisors
Wisconsin
$127K +$127K +2,625 New
BCM
1794
Bourgeon Capital Management
Connecticut
$122K +$25.1K +520 +26%
BC
1795
Barrett & Company
Rhode Island
$115K
EAM
1796
Eukles Asset Management
Ohio
$108K +$4.35K +90 +4%
RBC
1797
Roble Belko & Company
Pennsylvania
$106K +$483 +10 +0.5%
Qube Research & Technologies (QRT)
1798
Qube Research & Technologies (QRT)
United Kingdom
$106K -$160K -3,315 -60%
SWA
1799
Sutton Wealth Advisors
Florida
$105K -$39.1K -810 -27%
4FG
1800
4Thought Financial Group
New York
$104K -$115K -2,385 -53%

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.