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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
USB
426
Union Savings Bank
Connecticut
$9.77M +$8.92M +179,380 New
CF
427
Centaurus Financial
California
$9.68M +$20.6K +415 +0.2%
TC
428
Telemus Capital
Michigan
$9.67M -$73.8K -1,485 -0.8%
EWM
429
Evercore Wealth Management
New York
$9.61M +$441K +8,870 +5%
APW
430
Acima Private Wealth
Virginia
$9.6M +$23.4K +470 +0.3%
CIAS
431
CFS Investment Advisory Services
New Jersey
$9.58M +$692K +13,915 +8%
FBT
432
First Bank & Trust
South Dakota
$9.55M
ANTB
433
AMG National Trust Bank
Colorado
$9.5M +$415K +8,345 +5%
NGA
434
Naples Global Advisors
Florida
$9.34M +$123K +2,465 +1%
RCAG
435
Rehmann Capital Advisory Group
Michigan
$9.33M +$335K +6,740 +4%
EPA
436
Element Pointe Advisors
Florida
$9.32M -$2.04M -41,035 -19%
ECM
437
Exchange Capital Management
Michigan
$9.29M +$139K +2,805 +2%
RhumbLine Advisers
438
RhumbLine Advisers
Massachusetts
$9.22M +$302K +6,070 +4%
ISWM
439
Independent Solutions Wealth Management
New York
$9.17M -$125K -2,515 -1%
TAM
440
Titleist Asset Management
Texas
$9.16M -$936K -18,840 -10%
FWIA
441
Fort Washington Investment Advisors
Ohio
$9.07M -$1.01M -20,325 -10%
VFPW
442
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.97M -$34.8K -700 -0.4%
SFB
443
STAR Financial Bank
Indiana
$8.91M +$64.9K +1,305 +0.8%
EWA
444
Encompass Wealth Advisors
Oregon
$8.89M +$50.7K +1,020 +0.6%
GA
445
GFS Advisors
Texas
$8.86M -$186K -3,745 -2%
FIM
446
Freedom Investment Management
Connecticut
$8.8M +$4.9M +98,650 +142%
GWAM
447
Guardian Wealth Advisors (Minnesota)
Minnesota
$8.8M +$362K +7,285 +5%
ACP
448
Arcus Capital Partners
Georgia
$8.75M -$763K -15,355 -8%
CNC
449
Citizens & Northern Corp
Pennsylvania
$8.67M -$469K -9,445 -5%
RFO
450
RiverGlades Family Offices
Florida
$8.65M -$16.2K -325 -0.2%

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.