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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
AF
301
Affiance Financial
Minnesota
$16.5M +$166K +3,350 +1%
RJT
302
Raymond James Trust
Florida
$16.4M +$696K +14,005 +5%
CASB
303
Cape Ann Savings Bank
Massachusetts
$16.4M -$151K -3,035 -1%
SIA
304
Soltis Investment Advisors
Utah
$16.4M +$31.8K +640 +0.2%
AFS
305
Aft Forsyth & Sober
Florida
$16.3M +$1.92M +38,550 +14%
FAIM
306
Financial Advocates Investment Management
Washington
$16.2M +$1.2M +24,120 +8%
OGF
307
Orin Green Financial
California
$16.1M +$610K +12,270 +4%
IB
308
Intrust Bank
Kansas
$16.1M +$325K +6,535 +2%
CC
309
Courier Capital
New York
$16.1M +$1.59M +31,905 +12%
PBF
310
Petix & Botte Financial
California
$16M +$7.95M +159,900 +110%
Principal Financial Group
311
Principal Financial Group
Iowa
$15.9M -$1.32M -26,555 -8%
BCI
312
Brinker Capital Investments
Pennsylvania
$15.7M -$698K -14,035 -4%
OPS
313
Orion Portfolio Solutions
Nebraska
$15.7M -$698K -14,035 -4%
KPWS
314
Kestra Private Wealth Services
Texas
$15.7M +$1.18M +23,650 +9%
FWM
315
FFT Wealth Management
Pennsylvania
$15.7M -$624K -12,555 -4%
VIA
316
Vantagepoint Investment Advisers
District of Columbia
$15.6M -$3.21M -64,500 -18%
GT
317
Glenmede Trust
Pennsylvania
$15.5M
GT
318
Glenview Trust
Kentucky
$15.4M +$492K +9,895 +3%
CA
319
Cambridge Advisors
Nebraska
$15.2M +$444K +8,935 +3%
LA
320
Lynch & Associates
Indiana
$15.2M -$105K -2,120 -0.7%
CIM
321
CIM Investment Management
Pennsylvania
$15.2M +$75.5K +1,520 +0.5%
CCM
322
Coldstream Capital Management
Washington
$15.1M -$445K -8,950 -3%
PWMAG
323
Pinnacle Wealth Management Advisory Group
New Jersey
$15M +$1.36M +27,375 +11%
SG Americas Securities
324
SG Americas Securities
New York
$15M +$12.3M +247,145 +630%
JFGIW
325
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14.9M +$586K +11,785 +4%

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.