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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$382M -$4.49M -90,265 -1%
WANY
27
Wealthspire Advisors (New York)
New York
$350M +$5.64M +113,410 +2%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$349M +$3.45M +69,360 +1%
NMIMC
29
Northwestern Mutual Investment Management Company
Wisconsin
$338M -$47.1M -948,635 -13%
HighTower Advisors
30
HighTower Advisors
Illinois
$334M +$105M +2,114,390 +49%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$316M -$2.18M -43,795 -0.7%
V
32
Veritable
Delaware
$315M +$4.01M +80,690 +1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$302M +$13.1M +264,045 +5%
AA
34
Alesco Advisors
New York
$253M -$179K -3,600 -0.1%
Creative Planning
35
Creative Planning
Kansas
$250M +$8.28M +166,665 +4%
TA
36
Tiedemann Advisors
New York
$248M -$3.58M -71,965 -1%
MERSOM
37
Municipal Employees' Retirement System of Michigan
Michigan
$234M
Members Trust
38
Members Trust
Florida
$211M +$13.8M +277,365 +7%
US Bancorp
39
US Bancorp
Minnesota
$200M -$409M -8,227,530 -68%
HNB
40
Huntington National Bank
Ohio
$178M
Osaic Holdings
41
Osaic Holdings
Arizona
$171M -$1.43M -28,735 -0.9%
Franklin Resources
42
Franklin Resources
California
$162M +$551K +11,090 +0.4%
Baird Financial Group
43
Baird Financial Group
Wisconsin
$156M +$8.57M +172,485 +6%
MML Investors Services
44
MML Investors Services
Massachusetts
$155M +$14M +281,140 +10%
MCM
45
MAI Capital Management
Ohio
$150M +$12.6M +254,445 +10%
Stifel Financial
46
Stifel Financial
Missouri
$149M +$1.41M +28,290 +1%
Cerity Partners
47
Cerity Partners
New York
$147M +$65.1M +1,310,715 +87%
CFG
48
Citizens Financial Group
Rhode Island
$144M +$5.32M +106,945 +4%
BIM
49
Bridges Investment Management
Nebraska
$138M +$3.58M +71,940 +3%
HTC
50
Haverford Trust Company
Pennsylvania
$137M +$500K +10,055 +0.4%

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.