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
CWM
1851
Compass Wealth Management
Connecticut
$38K +$37.9K +785 New
BAM
1852
Bellevue Asset Management
Washington
$36.1K
DWA
1853
Dougherty Wealth Advisers
Minnesota
$35.3K
POIA
1854
Pin Oak Investment Advisors
Texas
$33K +$33.3K +690 New
IRC
1855
Investors Research Corp
Georgia
$32.2K
RCM
1856
Rain Capital Management
Oregon
$31.1K +$483 +10 +2%
TWD
1857
True Wealth Design
Ohio
$30.2K +$30.2K +625 New
CCM
1858
Copeland Capital Management
Pennsylvania
$30K +$29.5K +610 New
TFA
1859
Toth Financial Advisory
Virginia
$29.3K
JAWM
1860
J. Arnold Wealth Management
Ohio
$28.1K +$28K +580 New
WAG
1861
Windsor Advisory Group
Ohio
$27.4K +$27.3K +565 New
KFO
1862
Kopp Family Office
Minnesota
$27K -$2.17K -45 -7%
EA
1863
Evolution Advisers
Virginia
$27K
BAM
1864
Byrne Asset Management
New Jersey
$26.4K
GWM
1865
Grand Wealth Management
Michigan
$24.7K
EE
1866
EWG Elevate
California
$24.4K +$24.4K +505 New
HCP
1867
Hexagon Capital Partners
Arkansas
$24.2K +$22.9K +475 +1,900%
GCM
1868
Gables Capital Management
Florida
$24.2K
FCT
1869
First Community Trust
Iowa
$24K
TWA
1870
TCI Wealth Advisors
Arizona
$23K +$15.7K +325 +217%
DAM
1871
Delta Asset Management
Tennessee
$22K +$22K +455 New
MAWA
1872
Moss Adams Wealth Advisors
Washington
$22K +$22K +455 New
AWM
1873
Accel Wealth Management
Iowa
$21.5K
AAP
1874
Arax Advisory Partners
Colorado
$20.8K +$16.2K +335 +353%
DF
1875
DecisionPoint Financial
Arizona
$20.3K +$20.3K +420 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.