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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
SFG
251
StrategIQ Financial Group
Indiana
$21.9M +$286K +5,760 +1%
SMC
252
Smith, Moore & Co
Missouri
$21.9M +$61.9K +1,245 +0.3%
PWM
253
Perigon Wealth Management
California
$21.5M +$4.85M +97,525 +31%
KCM
254
Kanawha Capital Management
Virginia
$21.4M +$91K +1,830 +0.4%
WSFS
255
Wilmington Savings Fund Society
Delaware
$21.4M -$694K -13,965 -3%
CF
256
Cantor Fitzgerald
New York
$21.3M -$466K -9,380 -2%
ACM
257
Arcataur Capital Management
Wisconsin
$21M +$20M +401,580 New
RDFA
258
Ritter Daniher Financial Advisory
Ohio
$20.9M +$1.19M +24,000 +6%
SC
259
Savant Capital
Illinois
$20.6M +$17.6M +353,735 +865%
1832 Asset Management
260
1832 Asset Management
Ontario, Canada
$20.6M
BWIA
261
Bryant Woods Investment Advisors
New York
$20.5M +$321K +6,455 +2%
HCA
262
Horan Capital Advisors
Ohio
$20.2M +$751K +15,110 +4%
CT
263
Coastline Trust
Rhode Island
$20.1M +$1.54M +30,975 +9%
CWM
264
Curi Wealth Management
North Carolina
$20.1M +$720K +14,490 +4%
BSSFA
265
Baron Silver Stevens Financial Advisors
Florida
$20M +$2.73M +54,975 +17%
SF
266
Symphony Financial
Texas
$20M +$1.85M +37,240 +11%
VCM
267
Verde Capital Management
Michigan
$20M +$498K +10,030 +3%
William Blair & Company
268
William Blair & Company
Illinois
$19.9M +$287K +5,765 +2%
IFPL
269
Investments & Financial Planning LLC
Kentucky
$19.8M +$63.4K +1,275 +0.3%
ODIJL
270
One Day In July LLC
Vermont
$19.8M +$675K +13,580 +4%
YIA
271
YHB Investment Advisors
Connecticut
$19.7M +$90K +1,810 +0.5%
Citigroup
272
Citigroup
New York
$19.6M +$171K +3,440 +0.9%
TCM
273
Twele Capital Management
Minnesota
$19.6M +$204K +4,110 +1%
HAS
274
Holland Advisory Services
Florida
$19.5M +$168K +3,375 +0.9%
ATC
275
Argent Trust Co
Tennessee
$19.5M +$3.8M +76,455 +26%

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.