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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
PP
1951
Prosperity Planning
Missouri
-$393K -8,970 Closed
UCB
1952
United Community Bank
South Carolina
-$389K -8,870 Closed
TPW
1953
Transatlantique Private Wealth
New York
-$378K -8,620 Closed
HGERS
1954
Householder Group Estate & Retirement Specialist
Arizona
-$315K -7,190 Closed
SIA
1955
Schechter Investment Advisors
Michigan
-$296K -6,765 Closed
TL
1956
Tradewinds LLC
North Carolina
-$288K -6,570 Closed
AUB
1957
Atlantic Union Bankshares
Virginia
-$287K -6,540 Closed
RPSA
1958
Richard P. Slaughter Associates
Texas
-$251K -5,735 Closed
IA
1959
Inspire Advisors
Idaho
-$232K -5,295 Closed
RCM
1960
Requisite Capital Management
Texas
-$231K -5,275 Closed
LAS
1961
LWM Advisory Services
Florida
-$230K -5,235 Closed
GWSG
1962
GPS Wealth Strategies Group
Colorado
-$229K -5,230 Closed
SWIG
1963
Strategic Wealth Investment Group
Kentucky
-$223K -5,090 Closed
MAM
1964
Meeder Asset Management
Ohio
-$218K -4,960 Closed
PSIWM
1965
Paradigm Strategies in Wealth Management
Minnesota
-$211K -4,805 Closed
GSC
1966
Ground Swell Capital
South Carolina
-$208K -4,745 Closed
LNWTC
1967
Laird Norton Wetherby Trust Company
Washington
-$205K -4,675 Closed
SC
1968
Sinecera Capital
Texas
-$352K -4,215 Closed
WAM
1969
WFA Asset Management
Wisconsin
-$180K -4,100 Closed
IWA
1970
Icon Wealth Advisors
Texas
-$136K -3,095 Closed
APW
1971
Axim Planning & Wealth
Ohio
-$68K -1,555 Closed
EC
1972
EdgeRock Capital
Colorado
-$58K -1,325 Closed
RCM
1973
Raleigh Capital Management
North Carolina
-$40K -920 Closed
ACM
1974
Absolute Capital Management
Pennsylvania
-$33.4K -760 Closed
WB
1975
West Bancorporation
Iowa
-$28K -645 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.