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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
SL
1876
Savior LLC
Massachusetts
$20.1K +$11.6K +240 +137%
CAM
1877
Costello Asset Management
Pennsylvania
$19.4K
MSFP
1878
Mark Sheptoff Financial Planning
Connecticut
$19.4K
VCM
1879
Versant Capital Management
Arizona
$19.4K +$10.6K +220 +122%
HFS
1880
Hantz Financial Services
Michigan
$19K
IF
1881
Integrity Financial
Wyoming
$16.9K +$2.17K +45 +15%
Amundi
1882
Amundi
France
$16.2K
LCM
1883
Logan Capital Management
Pennsylvania
$16K
RDIA
1884
RE Dickinson Investment Advisors
Iowa
$16K -$5.07K -105 -24%
FCMT
1885
Founders Capital Management (Texas)
Texas
$14K
PWM
1886
Provident Wealth Management
Tennessee
$13.3K
TFA
1887
Transamerica Financial Advisors
Florida
$13K
MCM
1888
Mill Capital Management
North Carolina
$12.1K
HT
1889
Headlands Technologies
Illinois
$11K +$10.9K +225 New
FA
1890
Fortis Advisors
Pennsylvania
$10.4K +$10.4K +215 New
PP
1891
PFS Partners
New Jersey
$10.2K
DWA
1892
Delos Wealth Advisors
Texas
$9.68K
WWP
1893
WR Wealth Planners
Missouri
$9.68K +$8.7K +180 +900%
CCMI
1894
Creative Capital Management Investments
California
$9K +$8.94K +185 New
DWP
1895
Destiny Wealth Partners
Florida
$8.95K +$8.94K +185 New
FFC
1896
First Financial Corp
Indiana
$8.95K
SGC
1897
Slocum, Gordon & Co
Rhode Island
$8.95K +$8.94K +185 New
BBPWM
1898
Blue Bell Private Wealth Management
Pennsylvania
$8.47K
VCM
1899
Vigilant Capital Management
Maine
$8K -$32.1K -665 -79%
CLOS
1900
Compagnie Lombard Odier SCmA
Switzerland
$7K +$6.52K +135 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.