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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
IFG
401
Independent Financial Group
California
$10.6M +$243K +4,880 +2%
TCM
402
Traynor Capital Management
Pennsylvania
$10.4M -$150K -3,025 -1%
CTA
403
Colonial Trust Advisors
South Carolina
$10.4M -$216K -4,345 -2%
MBT
404
Montecito Bank & Trust
California
$10.4M -$229K -4,610 -2%
JMFC
405
J.M. Forbes & Co
Massachusetts
$10.4M -$4.84M -97,405 -33%
PI
406
Pachira Investments
California
$10.4M +$9.37M +188,550 +1,990%
NAM
407
NTV Asset Management
West Virginia
$10.3M -$117K -2,350 -1%
IW
408
Instrumental Wealth
Florida
$10.2M +$396K +7,965 +4%
CA
409
CoreCap Advisors
Michigan
$10.2M +$9.72M +195,545 New
AWP
410
Accretive Wealth Partners
New Jersey
$10.2M +$849K +17,090 +10%
AAS
411
Ameritas Advisory Services
Nebraska
$10.2M -$18.8M -378,565 -66%
PCFFS
412
Pacific Center for Financial Services
California
$10.1M +$115K +2,320 +1%
JWBC
413
J.W. Burns & Co
New York
$10.1M +$199K +3,995 +2%
HR
414
Hardy Reed
Mississippi
$10M -$57.7K -1,160 -0.6%
GSWM
415
Greenup Street Wealth Management
Michigan
$9.99M +$4.16M +83,725 +78%
MWP
416
Madison Wealth Partners
Wisconsin
$9.92M +$186K +3,745 +2%
LC
417
Lindbrook Capital
California
$9.92M +$347K +6,985 +4%
PBO
418
Peoples Bank (Ohio)
Ohio
$9.9M -$72.3K -1,455 -0.8%
CSPAM
419
Cary Street Partners Asset Management
Virginia
$9.89M +$16.9K +340 +0.2%
FPFS
420
First Personal Financial Services
North Carolina
$9.88M -$125K -2,515 -1%
MA
421
Montag & Associates
Georgia
$9.86M +$49.7K +1,000 +0.5%
LC
422
LTG Capital
Massachusetts
$9.84M +$145K +2,920 +2%
CFG
423
Carr Financial Group
Massachusetts
$9.83M +$432K +8,695 +5%
AG
424
Appleton Group
Wisconsin
$9.81M +$9.32M +187,585 New
RWMH
425
Riverpoint Wealth Management Holdings
Illinois
$9.78M +$49.7K +1,000 +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.