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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
AWA
1
Arete Wealth Advisors
Illinois
$5.58B +$2.75M +57,005 +98%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.61B +$627M +12,971,020 +21%
Bank of America
3
Bank of America
North Carolina
$2.94B +$61M +1,262,430 +2%
Wells Fargo
4
Wells Fargo
California
$2.63B +$69.6K +1,440 +0%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.11B +$148M +3,067,395 +8%
LPL Financial
6
LPL Financial
California
$1.78B -$15.3M -317,430 -0.9%
Morgan Stanley
7
Morgan Stanley
New York
$1.6B +$37.5M +776,990 +2%
BlackRock
8
BlackRock
New York
$1.21B -$106M -2,200,530 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.04B +$531M +10,989,620 +104%
UBS Group
10
UBS Group
Switzerland
$1.04B -$3.03M -62,765 -0.3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$978M +$102M +2,114,620 +12%
CSA
12
Cottage Street Advisors
Massachusetts
$912M +$1.04B +21,565,440 +19,785%
Northern Trust
13
Northern Trust
Illinois
$831M +$44.8M +926,850 +6%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$793M +$52M +1,075,990 +7%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$742M +$32.1M +665,450 +5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$642M +$25.2M +521,745 +4%
NMIMC
17
Northwestern Mutual Investment Management Company
Wisconsin
$635M +$28.5M +589,250 +5%
RJA
18
Raymond James & Associates
Florida
$625M +$20.6M +427,255 +3%
Goldman Sachs
19
Goldman Sachs
New York
$505M +$113M +2,347,100 +29%
Ameriprise
20
Ameriprise
Minnesota
$479M +$7.69M +159,095 +2%
Financial Engines Advisors
21
Financial Engines Advisors
California
$474M -$12.6M -261,145 -3%
Mariner
22
Mariner
Kansas
$459M +$54.3M +1,124,960 +13%
MRC
23
Millburn Ridgefield Corp
New York
$452M +$39.2M +811,530 +10%
CCA
24
Catalyst Capital Advisors
New York
$452M +$39.2M +811,530 +10%
KeyBank National Association
25
KeyBank National Association
Ohio
$450M +$1.6M +33,205 +0.4%

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.