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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
PAIM
1801
Punch & Associates Investment Management
Minnesota
$104K
BA
1802
Ballast Advisors
Minnesota
$104K
WB
1803
Webster Bank
Connecticut
$102K
AWM
1804
Aspire Wealth Management
Massachusetts
$100K
SFCL
1805
Strengthening Families & Communities LLC
Massachusetts
$100K -$43K -890 -30%
WBC
1806
West Branch Capital
Massachusetts
$99.8K -$43.2K -895 -30%
AIM
1807
Axiom Investment Management
New York
$98.2K -$81.9K -1,695 -46%
OIS
1808
Okabena Investment Services
Minnesota
$97.7K +$96.9K +2,005 +13,367%
KFP
1809
KB Financial Partners
New Jersey
$97K
MFA
1810
Morling Financial Advisors
California
$97K
LB
1811
Legacy Bridge
Iowa
$96.8K
PWMG
1812
Prestige Wealth Management Group
New Jersey
$96.5K -$3.62K -75 -4%
RMC
1813
Resources Management Corp
Connecticut
$96K
CMBA
1814
C.M. Bidwell & Associates
Hawaii
$95.8K
AC
1815
Asio Capital
Kentucky
$91.2K +$30.7K +635 +51%
DCM
1816
Dupont Capital Management
Delaware
$90.7K +$39.1K +810 +76%
MRCM
1817
M&R Capital Management
New Jersey
$90.7K
KFS
1818
Kelly Financial Services
Massachusetts
$86K -$6.28K -130 -7%
SN
1819
Sittner & Nelson
Oregon
$85.4K
AWM
1820
AllSquare Wealth Management
New York
$83.7K
AP
1821
Atwood & Palmer
Missouri
$77.4K
BCMLT
1822
Beacon Capital Management LLC (Tennessee)
Tennessee
$77.4K +$3.14K +65 +4%
ACB
1823
Aristotle Capital Boston
Massachusetts
$74.5K +$30K +620 +67%
LOIP
1824
Live Oak Investment Partners
Texas
$73.3K
IAIM
1825
Industrial Alliance Investment Management
Quebec, Canada
$72K -$67.2K -1,390 -48%

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.