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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
PSCM
326
Per Stirling Capital Management
Texas
$14.9M -$633K -12,735 -4%
NSAM
327
North Star Asset Management
Wisconsin
$14.8M -$4.97K -100 -0%
NA
328
NewEdge Advisors
Louisiana
$14.7M -$511K -10,275 -4%
FNT
329
First Nebraska Trust
Nebraska
$14.7M +$47.5K +955 +0.3%
MWM
330
Marietta Wealth Management
Georgia
$14.7M +$516K +10,390 +4%
WH
331
Whitcomb & Hess
Ohio
$14.6M +$91.2K +1,835 +0.7%
CB
332
Community Bank
New York
$14.6M +$810K +16,290 +6%
NC
333
NewSquare Capital
Pennsylvania
$14.5M +$37.3K +750 +0.3%
ST
334
Smithfield Trust
Pennsylvania
$14.4M +$117K +2,350 +0.9%
TF
335
Tompkins Financial
New York
$14.3M -$462K -9,290 -3%
P
336
&Partners
Tennessee
$14.3M +$279K +5,615 +2%
GRP
337
Global Retirement Partners
California
$14.1M +$575K +11,570 +4%
PIC
338
Platt Investment Counsel
Florida
$14.1M +$1.1M +22,100 +9%
DA
339
Drake & Associates
Wisconsin
$14.1M +$294K +5,920 +2%
MFC
340
Mechanics Financial Corp
Ohio
$14M -$178K -3,585 -1%
FMN
341
Financial Management Network
California
$14M -$308K -6,200 -2%
CGA
342
Crescent Grove Advisors
Illinois
$13.9M +$502K +10,110 +4%
EL
343
EWA LLC
Pennsylvania
$13.8M +$775K +15,595 +6%
SQA
344
Simon Quick Advisors
New Jersey
$13.7M +$1.85M +37,310 +17%
1SB
345
1ST Source Bank
Indiana
$13.7M -$419K -8,435 -3%
ASN
346
Advisory Services Network
Georgia
$13.7M +$32.1K +645 +0.2%
BWP
347
BSW Wealth Partners
Colorado
$13.5M +$494K +9,945 +4%
AFA
348
American Financial Advisors
Georgia
$13.4M -$11.1M -223,510 -46%
MFA
349
Mayflower Financial Advisors
Massachusetts
$13.4M -$1.18M -23,695 -8%
LIM
350
Leavell Investment Management
Alabama
$13.3M +$293K +5,895 +2%

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.