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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
SWM
1901
Sanctuary Wealth Management
Idaho
$6.77K +$6.76K +140 New
PP
1902
Pacifica Partners
Canada
$6.09K +$6.04K +125 New
HR
1903
Howe & Rusling
New York
$6.05K -$29.5K -610 -83%
PFA
1904
Pathway Financial Advisers
Indiana
$6K +$6.04K +125 New
ICM
1905
Islay Capital Management
Texas
$5.8K +$5.8K +120 New
QT
1906
Quantbot Technologies
New York
$4.84K -$1.2M -24,900 -100%
MPCL
1907
My Personal CFO LLC
Washington
$4.84K +$4.83K +100 New
LS
1908
Leelyn Smith
Illinois
$4.35K -$3.38K -70 -44%
BEI
1909
Benjamin Edwards Inc
Missouri
$4K
LWA
1910
Lowe Wealth Advisors
Maryland
$3.39K
TVWM
1911
Tower View Wealth Management
Wisconsin
$3K
DJSG
1912
D.J. St. Germain
Massachusetts
$2.9K +$2.9K +60 New
FFL
1913
Financial Freedom LLC
Ohio
$2.72K +$2.66K +55 New
SIS
1914
Sound Income Strategies
Florida
$2.18K
KA
1915
Kozak & Associates
Colorado
$2K +$2.17K +45 New
C
1916
Covestor
United Kingdom
$2K +$2.42K +50 New
SIC
1917
SJS Investment Consulting
Ohio
$1.69K -$58K -1,200 -97%
MWM
1918
MinichMacGregor Wealth Management
New York
$1.45K +$1.45K +30 New
GA
1919
GoalVest Advisory
New York
$1.21K
SJIA
1920
St. James Investment Advisors
New York
$1.21K
CCM
1921
Cribstone Capital Management
Maine
$968
TCOT
1922
Trust Company of Toledo
Ohio
$917
WA
1923
Win Advisors
Florida
$726 +$725 +15 New
KIA
1924
Kraematon Investment Advisors
Massachusetts
$605 +$725 +15 New
SFC
1925
SYM Financial Corp
Indiana
$242 -$100K -2,080 -100%

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.