We are live on ! Find out more
IJH icon

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
TWP
351
Tower Wealth Partners
Pennsylvania
$13.3M +$3.73K +75 +0%
TCM
352
Towercrest Capital Management
Pennsylvania
$13.3M +$1.87M +37,600 +17%
IF
353
Ironwood Financial
Arizona
$13.3M +$224K +4,500 +2%
CA
354
Centerpoint Advisors
Massachusetts
$13.2M +$618K +12,425 +5%
AWM
355
AAF Wealth Management
Massachusetts
$13.1M +$358K +7,205 +3%
IWMA
356
Ironwood Wealth Management (Arizona)
Arizona
$13M +$897K +18,040 +8%
AMG
357
Asset Management Group
Connecticut
$12.9M +$22.9K +460 +0.2%
TCOV
358
Trust Company of Vermont
Vermont
$12.9M +$26.3K +530 +0.2%
LPAM
359
Lodestar Private Asset Management
California
$12.9M +$17.6K +355 +0.1%
MSA
360
Marino Stram & Associates
Massachusetts
$12.9M +$89.5K +1,800 +0.7%
NPF
361
Norris Perne & French
Michigan
$12.9M +$487K +9,795 +4%
VFIC
362
Valley Forge Investment Consultants
Pennsylvania
$12.9M -$514K -10,350 -4%
FTUS
363
Flow Traders U.S.
New York
$12.8M +$12.2M +245,555 New
MWM
364
MTC Wealth Management
Florida
$12.8M +$528K +10,620 +5%
AWM
365
Avior Wealth Management
Nebraska
$12.8M +$421K +8,465 +4%
CFP
366
Catalyst Financial Partners
Massachusetts
$12.8M +$2.05M +41,190 +20%
CWM
367
CCG Wealth Management
California
$12.7M +$1.69M +34,060 +16%
B
368
Bailard
California
$12.6M +$24.4K +490 +0.2%
BFP
369
Beacon Financial Planning
Massachusetts
$12.6M +$55.2K +1,110 +0.5%
GPA
370
Guidance Point Advisors
Massachusetts
$12.6M +$204K +4,110 +2%
AA
371
Argent Advisors
Louisiana
$12.6M +$2.51M +50,600 +27%
G
372
GenTrust
Florida
$12.4M -$268K -5,400 -2%
AA
373
Ancora Advisors
Ohio
$12.3M +$834K +16,780 +8%
PPW
374
PACK Private Wealth
Minnesota
$12.2M +$261K +5,250 +2%
HSWM
375
Hubbell Strickland Wealth Management
Louisiana
$12M -$248 -5 -0%

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.