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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
CMP
1926
Coston McIsaac & Partners
Maine
$204 +$195K +4,040 +2,072%
WIM
1927
Westside Investment Management
California
$115
CIAS
1928
CFS Investment Advisory Services
New Jersey
-$799K -17,869,685 Closed
I
1929
INVST
Indiana
-$25.6M -568,300 Closed
Millennium Management
1930
Millennium Management
New York
-$17.7M -404,355 Closed
Squarepoint
1931
Squarepoint
New York
-$12.2M -277,495 Closed
First Trust Advisors
1932
First Trust Advisors
Illinois
-$11.2M -255,660 Closed
NAM
1933
NorthCrest Asset Manangement
Minnesota
-$8.81M -200,930 Closed
FMP
1934
Financial Management Professionals
Texas
-$6.66M -151,795 Closed
MA
1935
MUFG Americas
New York
-$5.83M -133,065 Closed
AFS
1936
AFG Fiduciary Services
Massachusetts
-$4.7M -107,210 Closed
EGP
1937
Entrust Global Partners
New York
-$3.43M -78,250 Closed
HPWM
1938
Highland Private Wealth Management
Washington
-$2.91M -66,355 Closed
CHP
1939
Cable Hill Partners
Oregon
-$2.78M -63,465 Closed
OMC
1940
Old Mission Capital
Illinois
-$2.24M -51,000 Closed
KCM
1941
Karp Capital Management
California
-$1.99M -45,285 Closed
WWA
1942
WCG Wealth Advisors
Nevada
-$1.89M -43,005 Closed
CCMD
1943
Cypress Capital Management (Delaware)
Delaware
-$1.71M -39,065 Closed
SA
1944
Shilanski & Associates
Alaska
-$1.34M -30,675 Closed
ACK
1945
Andrew C. Karlinski
-$857K -19,555 Closed
HIC
1946
Hartline Investment Corp
Illinois
-$829K -18,910 Closed
CPC
1947
Consolidated Planning Corp
Georgia
-$454K -10,345 Closed
DDC
1948
DF Dent & Co
Maryland
-$428K -9,750 Closed
HMH
1949
Hackensack Meridian Health
New Jersey
-$420K -9,670 Closed
BAS
1950
Brown Advisory Securities
Maryland
-$408K -9,305 Closed

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.