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iShares Core S&P Mid-Cap ETF

1,960 hedge funds and large institutions have $51.4B invested in iShares Core S&P Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 115 funds opening new positions, 818 increasing their positions, 728 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $8.21M

117% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 53

12% more repeat investments, than reductions

Existing positions increased: 818 | Existing positions reduced: 728

5% more capital invested

Capital invested by funds: $48.9B → $51.4B (+$2.45B)

2% more funds holding

Funds holding: 1,9131,960 (+47)

1% less funds holding in top 10

Funds holding in top 10: 331329 (-2)

4.1% less ownership

Funds ownership: 375.71%371.6% (-4.1%)

Holders
1,960
Holders Change
+47
Holders Change %
+2.46%
% of All Funds
30.77%
Holding in Top 10
329
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.6%
% of All Funds
5.16%
New
115
Increased
818
Reduced
728
Closed
53
Calls
$35.9M
Puts
$8.21M
Net Calls
+$27.6M
Net Calls Change
+$20.9M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
226
Journey Advisory Group
Kentucky
$24.7M +$1.56M +31,345 +7%
VFA
227
Voya Financial Advisors
Connecticut
$24.7M -$22.7M -456,880 -49%
Allspring Global Investments
228
Allspring Global Investments
North Carolina
$24.6M -$2.42M -48,755 -9%
SIC
229
Shoker Investment Counsel
Ohio
$24.6M +$782K +15,725 +3%
SPC
230
Sigma Planning Corp
Michigan
$24.6M -$1.54M -30,970 -6%
Macquarie Group
231
Macquarie Group
Australia
$24.1M -$33.5M -674,410 -59%
GLLW
232
Graves Light Lenhart Wealth
Virginia
$24M +$742K +14,925 +3%
DT
233
Daniels + Tansey
Delaware
$24M -$85.2K -1,715 -0.4%
WAS
234
Wealth Advisory Solutions
Indiana
$23.9M -$206K -4,140 -0.9%
COPPSERS
235
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.8M +$2.01M +40,385 +10%
CAAS
236
Capital Asset Advisory Services
Michigan
$23.7M +$592K +11,915 +3%
OC
237
Oppenheimer & Co
New York
$23.7M +$221K +4,445 +1%
FWM
238
Fairhaven Wealth Management
Illinois
$23.5M +$22.3M +449,190 New
CFO
239
Callan Family Office
Pennsylvania
$23.4M -$1.08M -21,830 -5%
Carson Wealth (CWM LLC)
240
Carson Wealth (CWM LLC)
Nebraska
$23.1M -$33.5K -675 -0.2%
AllianceBernstein
241
AllianceBernstein
Tennessee
$22.9M -$1.34M -27,030 -6%
BHWM
242
Bar Harbor Wealth Management
New Hampshire
$22.8M -$563K -11,325 -3%
MSA
243
Mason Street Advisors
Wisconsin
$22.8M
HI
244
Human Investing
Oregon
$22.5M +$1.09M +21,995 +5%
CS
245
Comerica Securities
Michigan
$22.4M +$1.02M +20,550 +5%
BAMG
246
Brand Asset Management Group
Missouri
$22.3M +$715K +14,395 +3%
BA
247
Bristlecone Advisors
Washington
$22.2M -$608K -12,225 -3%
LP
248
LGL Partners
Pennsylvania
$22.1M -$2.01M -40,540 -9%
NFG
249
Nations Financial Group
Iowa
$22M -$245K -4,925 -1%
TPCW
250
TD Private Client Wealth
New York
$22M -$719K -14,465 -3%

IJH Hedge Fund Activity: Q2 2023 in Review

1,960 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2023, worth a combined $51.4B — up 5% from $48.9B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new IJH positions and 53 closed out — a net gain of 62 holders — while 818 added to existing stakes and 728 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $204M. The largest seller was US Bancorp, cutting an estimated $409M.

  • 1,960 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2023, up from 1,913 in Q1 2023.
  • Funds reported $51.4B of iShares Core S&P Mid-Cap ETF stock for Q2 2023, up 5% quarter-over-quarter.
  • 115 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2023 and 53 closed out, a net change of +62 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2023 was Northwestern Mutual Wealth Management, an estimated $204M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2023 was US Bancorp, an estimated $409M sold.

Based on aggregated 13F filings for Q2 2023.