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
MCWS
376
McKinley Carter Wealth Services
West Virginia
$11.9M +$299K +6,020 +3%
CT
377
Cambridge Trust
Massachusetts
$11.8M +$199K +4,000 +2%
Prudential Financial
378
Prudential Financial
New Jersey
$11.7M -$1.81M -36,405 -14%
EFM
379
Eley Financial Management
Vermont
$11.6M +$120K +2,420 +1%
KLI
380
Kelman-Lazarov Inc
Tennessee
$11.5M +$513K +10,315 +5%
NCM
381
Neumann Capital Management
California
$11.5M +$290K +5,840 +3%
UWPG
382
Ullmann Wealth Partners Group
Florida
$11.3M -$816K -16,415 -7%
WCM
383
Windsor Capital Management
Arizona
$11.3M +$326K +6,550 +3%
CWAF
384
Core Wealth Advisors (Florida)
Florida
$11.2M -$13.9K -280 -0.1%
NYLIM
385
New York Life Investment Management
New York
$11.1M +$1.7M +34,275 +19%
RF
386
Robinswood Financial
Washington
$11.1M +$10.5M +211,705 New
WAG
387
Winthrop Advisory Group
Massachusetts
$11.1M -$719K -14,475 -6%
GIA
388
Gladstone Institutional Advisory
Florida
$11M -$1.33M -26,845 -11%
CIBC World Market
389
CIBC World Market
Ontario, Canada
$11M -$29.1K -585 -0.3%
VCM
390
Vision Capital Management
Oregon
$10.9M -$557K -11,205 -5%
OHWP
391
Oak Harbor Wealth Partners
North Carolina
$10.8M +$294K +5,920 +3%
AWM
392
Avondale Wealth Management
Texas
$10.8M +$93.4K +1,880 +0.9%
CPW
393
Crestmont Private Wealth
Texas
$10.8M +$856K +17,230 +9%
WWM
394
Western Wealth Management
Colorado
$10.7M -$373K -7,515 -4%
ZIM
395
Zacks Investment Management
Illinois
$10.7M -$424K -8,525 -4%
ES
396
ETF Store
Kansas
$10.7M +$746K +15,020 +8%
NAM
397
NorthCrest Asset Manangement
Minnesota
$10.7M -$76.5K -1,540 -0.7%
CWA
398
Clarity Wealth Advisors
California
$10.7M +$126K +2,540 +1%
RWG
399
Ratio Wealth Group
Colorado
$10.7M +$10.2M +204,415 New
SIM
400
Stratos Investment Management
Ohio
$10.7M +$584K +11,745 +6%

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.