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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
MGIA
176
Moneta Group Investment Advisors
Missouri
$31.7M -$794K -16,435 -3%
IAN
177
Integrated Advisors Network
Texas
$31.4M +$6.68M +138,250 +27%
QCG
178
Quadrant Capital Group
Ohio
$31.4M +$1.67M +34,485 +6%
CIA
179
Capital Investment Advisors
Georgia
$31.4M -$830K -17,175 -3%
GBT
180
Grove Bank & Trust
Florida
$31M -$3.48M -72,050 -10%
AAS
181
Ameritas Advisory Services
Nebraska
$31M +$267K +5,530 +0.9%
W
182
Wealthquest
Ohio
$30.8M -$1.15M -23,810 -4%
State of Wisconsin Investment Board
183
State of Wisconsin Investment Board
Wisconsin
$30.8M +$8.23M +170,350 +37%
MW
184
MBL Wealth
North Carolina
$30.6M +$2M +41,420 +7%
MFG
185
Magnus Financial Group
New York
$30.6M +$654K +13,530 +2%
SIA
186
Soltis Investment Advisors
Utah
$30.4M -$10.9M -226,305 -26%
Rafferty Asset Management
187
Rafferty Asset Management
New York
$30.1M +$1.73M +35,780 +6%
SFS
188
Summit Financial Strategies
Ohio
$29.9M -$840K -17,380 -3%
Fiera Capital (Canada)
189
Fiera Capital (Canada)
Quebec, Canada
$29.7M -$439K -9,095 -1%
PWLP
190
Prio Wealth Limited Partnership
Massachusetts
$29.7M -$199K -4,115 -0.7%
NEPPG
191
New England Professional Planning Group
Rhode Island
$29.5M +$623K +12,890 +2%
JIC
192
Johnson Investment Counsel
Ohio
$29M +$2M +41,495 +7%
RIS
193
Retirement Income Solutions
Michigan
$28.8M +$803K +16,630 +3%
CA
194
Crewe Advisors
Utah
$28.8M +$200K +4,130 +0.7%
AWS
195
Atria Wealth Solutions
New York
$28.8M +$1.72M +35,540 +6%
HG
196
Harbor Group
New Hampshire
$28.8M +$457K +9,465 +2%
TF
197
TimeScale Financial
Massachusetts
$27.9M +$242 +5 +0%
SL
198
Salomon & Ludwin
Virginia
$27.7M -$2.27M -47,055 -8%
BFA
199
Beaumont Financial Advisors
Massachusetts
$27.6M -$382K -7,905 -1%
CWA
200
CJM Wealth Advisers
Virginia
$27.3M -$379K -7,840 -1%

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.