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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
MWM
201
Modera Wealth Management
New Jersey
$27.1M -$1.17M -24,310 -4%
PGA
202
Portland Global Advisors
Maine
$27.1M +$1.31M +27,205 +5%
WAS
203
Wealth Advisory Solutions
Indiana
$26.7M -$685K -14,170 -3%
COPPSERS
204
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$26.5M -$24.2M -501,710 -48%
BPA
205
Beacon Pointe Advisors
California
$26.5M +$3.12M +64,480 +13%
IWC
206
Integrated Wealth Concepts
Massachusetts
$26.4M -$1.74M -36,065 -6%
RCA
207
Resonant Capital Advisors
Wisconsin
$26.3M +$762K +15,775 +3%
ETS
208
ESL Trust Services
New York
$26.3M +$100K +2,080 +0.4%
FBB
209
Fulton Breakefield Broenniman
Maryland
$26.2M +$920K +19,050 +4%
PI
210
PFS Investments
Georgia
$26M +$790K +16,345 +3%
NA
211
Nottingham Advisors
New York
$25.8M +$4.58M +94,895 +22%
BFM
212
Boston Financial Management
Massachusetts
$25.5M +$1.12M +23,275 +5%
CA
213
Clearstead Advisors
Ohio
$25.4M +$2.54M +52,605 +11%
FAG
214
Financial Advisory Group
Texas
$25.1M -$317K -6,570 -1%
HI
215
Hudock Inc
Pennsylvania
$25M -$261K -5,405 -1%
SPC
216
Sigma Planning Corp
Michigan
$24.6M +$313K +6,480 +1%
CTA
217
Chesley Taft & Associates
Illinois
$24.6M -$45.2K -935 -0.2%
AWM
218
AE Wealth Management
Kansas
$24.5M +$355K +7,340 +1%
SWA
219
Sax Wealth Advisors
New Jersey
$24.4M +$1.3M +26,830 +6%
AAS
220
Avantax Advisory Services
Texas
$24.3M +$3.02M +62,420 +14%
OSNBOA
221
Old Second National Bank of Aurora
Illinois
$23.9M -$2.34M -48,530 -9%
DADC
222
D.A. Davidson & Co
Montana
$23.8M -$4.28M -88,640 -15%
Thrivent Financial for Lutherans
223
Thrivent Financial for Lutherans
Minnesota
$23.5M -$1.47M -30,375 -6%
AFA
224
American Financial Advisors
Georgia
$23.5M -$194K -4,025 -0.8%
LP
225
LGL Partners
Pennsylvania
$23.3M -$1.53M -31,670 -6%

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.