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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
PAI
476
Pittenger & Anderson Inc
Nebraska
$7.84M +$408K +8,210 +6%
FNBOH
477
First National Bank of Hutchinson
Kansas
$7.82M -$16.2K -325 -0.2%
CFB
478
Cullen/Frost Bankers
Texas
$7.82M +$849K +17,085 +13%
SIC
479
Sterling Investment Counsel
New York
$7.81M +$86.2K +1,735 +1%
TCM
480
Telos Capital Management
California
$7.79M +$200K +4,030 +3%
SCM
481
Sebold Capital Management
Illinois
$7.74M -$131K -2,630 -2%
EWA
482
Exencial Wealth Advisors
Oklahoma
$7.71M -$155K -3,110 -2%
WPW
483
Waldron Private Wealth
Pennsylvania
$7.69M -$4.75M -95,630 -39%
SFP
484
Sandbox Financial Partners
Maryland
$7.66M +$617K +12,405 +9%
AGA
485
Arkos Global Advisors
Texas
$7.64M +$1.82M +36,575 +33%
Citadel Advisors
486
Citadel Advisors
Florida
$7.63M +$6.57M +132,245 +971%
LHC
487
Little House Capital
Massachusetts
$7.63M +$223K +4,490 +3%
OFG
488
Omega Financial Group
California
$7.58M -$391K -7,870 -5%
BTWM
489
Baker Tilly Wealth Management
Wisconsin
$7.57M +$72.6K +1,460 +1%
KOMWMG
490
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.54M +$218K +4,395 +3%
LWA
491
LWS Wealth Advisors
New Jersey
$7.52M -$483K -9,715 -6%
PWA
492
Physician Wealth Advisors
Utah
$7.51M +$29.3K +590 +0.4%
RPC
493
Rossmore Private Capital
Connecticut
$7.5M +$147K +2,965 +2%
HAC
494
Harbor Advisory Corp
New Hampshire
$7.39M +$689K +13,865 +11%
KTC
495
Kistler-Tiffany Companies
Pennsylvania
$7.36M -$183K -3,680 -3%
Lido Advisors
496
Lido Advisors
California
$7.33M +$2.48M +49,855 +55%
HP
497
Hilltop Partners
Indiana
$7.26M -$459K -9,230 -6%
DAS
498
Dynamic Advisor Solutions
Arizona
$7.26M -$22.9K -460 -0.3%
AWM
499
Axxcess Wealth Management
California
$7.25M -$1.05M -21,125 -13%
GIA
500
GHP Investment Advisors
Colorado
$7.12M -$87.2K -1,755 -1%

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.