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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
RVPG
276
Relative Value Partners Group
$19.2M +$18.2M +366,820 New
PP
277
Pegasus Partners
Wisconsin
$19M -$3.15M -63,420 -15%
JA
278
JVL Associates
Michigan
$18.8M +$827K +16,635 +5%
FNT
279
First National Trust
Pennsylvania
$18.8M -$755K -15,200 -4%
C
280
Certuity
Florida
$18.7M +$421K +8,470 +2%
CI
281
Conning Inc
Connecticut
$18.7M -$5.86M -117,945 -25%
WAP
282
Wealthcare Advisory Partners
Pennsylvania
$18.6M -$17.7M -355,160 -50%
DWA
283
Divergent Wealth Advisors
Utah
$18.5M +$310K +6,230 +2%
TPWA
284
TRUE Private Wealth Advisors
Oregon
$18.4M +$1.92M +38,570 +12%
FCI
285
Financial Counselors Inc
Kansas
$18.4M +$287K +5,780 +2%
KWMG
286
King Wealth Management Group
Florida
$18.4M +$613K +12,330 +4%
WFA
287
West Financial Advisors
Iowa
$18.3M +$576K +11,580 +3%
LSERS
288
Louisiana State Employees Retirement System
Louisiana
$17.7M -$1.59M -32,000 -9%
ATPW
289
Ashton Thomas Private Wealth
Arizona
$17.7M +$1.04M +20,950 +7%
FWTB
290
First Western Trust Bank
Colorado
$17.6M -$4.45M -89,545 -21%
TC
291
Trilogy Capital
California
$17.6M -$181K -3,640 -1%
PFPT
292
Pinnacle Financial Partners (Tennessee)
Tennessee
$17.3M +$572K +11,500 +4%
PAM
293
Peninsula Asset Management
Florida
$17.2M -$528K -10,620 -3%
ISB
294
Iowa State Bank
Iowa
$17.2M -$241K -4,840 -1%
AA
295
Advisory Alpha
Michigan
$17.1M +$10.5M +210,845 +181%
EWA
296
EP Wealth Advisors
California
$17.1M -$13.1M -262,885 -75%
DFA
297
DHJJ Financial Advisors
Illinois
$16.9M +$33.5K +675 +0.2%
PA
298
Pinnacle Associates
New York
$16.9M +$1.61M +32,315 +11%
SB
299
Simmons Bank
Arkansas
$16.7M -$1.67M -33,680 -10%
AWM
300
Altus Wealth Management
Kentucky
$16.6M -$80.5K -1,620 -0.5%

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.