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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
AIP
451
Ameritas Investment Partners
Nebraska
$8.64M -$251K -5,050 -3%
GC
452
Grimes & Company
Massachusetts
$8.62M +$153K +3,085 +2%
CB
453
Commerce Bank
Missouri
$8.52M -$338K -6,795 -4%
GWMIA
454
Global Wealth Management Investment Advisory
Florida
$8.51M -$169K -3,395 -2%
FCBT
455
First Citizens Bank & Trust
North Carolina
$8.41M +$572K +11,515 +8%
TCBWMS
456
Texas Capital Bank Wealth Management Services
Texas
$8.38M -$598K -12,025 -7%
NHT
457
New Hampshire Trust
New Hampshire
$8.37M +$29.3K +590 +0.4%
BBNA
458
Bremer Bank National Association
Minnesota
$8.36M +$184K +3,710 +2%
HF
459
Halpern Financial
Virginia
$8.35M -$2.87M -57,675 -27%
SLT
460
St Louis Trust
Missouri
$8.33M
EIP
461
Ellis Investment Partners
Pennsylvania
$8.33M -$8.2K -165 -0.1%
LNC
462
Lincoln National Corp
Pennsylvania
$8.32M +$18.4K +370 +0.2%
GDP
463
Great Diamond Partners
Maine
$8.32M +$488K +9,815 +7%
SIAM
464
Sterling Investment Advisors (Missouri)
Missouri
$8.12M -$127K -2,560 -2%
RSA
465
River Street Advisors
Illinois
$8.05M -$168K -3,390 -2%
RSVP
466
Ramsay Stattman Vela & Price
Colorado
$8.01M -$1.49K -30 -0%
FFS
467
Founders Financial Securities
Maryland
$7.97M -$1.39M -28,015 -16%
PG
468
Proffitt & Goodson
Tennessee
$7.95M +$289K +5,820 +4%
RAM
469
Riggs Asset Management
Pennsylvania
$7.92M +$2.98M +59,945 +65%
IA
470
IFP Advisors
Florida
$7.89M -$1.38M -27,700 -16%
Brown Advisory
471
Brown Advisory
Maryland
$7.88M -$282K -5,670 -4%
DWT
472
Dorsey & Whitney Trust
South Dakota
$7.87M -$289K -5,820 -4%
SCA
473
Snowden Capital Advisors
New York
$7.87M -$21.4K -430 -0.3%
IA
474
IFG Advisory
Georgia
$7.87M -$18.4K -370 -0.2%
ABC
475
Associated Banc-Corp
Wisconsin
$7.86M -$157K -3,150 -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.