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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
RWP
501
RWA Wealth Partners
Massachusetts
$7.06M +$55.2K +1,110 +0.8%
SP
502
SWS Partners
Ohio
$7.06M +$38.8K +780 +0.6%
HCM
503
Highview Capital Management
Illinois
$7.04M +$32.3K +650 +0.5%
TA
504
TruWealth Advisors
Louisiana
$6.99M +$136K +2,740 +2%
MCM
505
Magnolia Capital Management
New York
$6.97M -$4.97K -100 -0.1%
CFC
506
Coyle Financial Counsel
Illinois
$6.95M +$49.5K +995 +0.8%
Vanguard Group
507
Vanguard Group
Pennsylvania
$6.91M -$6.06M -121,965 -48%
RIA
508
Richwood Investment Advisors
Ohio
$6.91M -$355K -7,145 -5%
MWM
509
Mascoma Wealth Management
New Hampshire
$6.9M -$589K -11,860 -8%
DC
510
Davenport & Co
Virginia
$6.85M +$334K +6,730 +5%
BOH
511
Bank of Hawaii
Hawaii
$6.81M -$143K -2,875 -2%
JF
512
Jump Financial
Illinois
$6.81M +$6.47M +130,130 New
PTC
513
Private Trust Company
Ohio
$6.78M +$80.3K +1,615 +1%
TC
514
TAP Consulting
Missouri
$6.77M -$133K -2,675 -2%
KPWG
515
KFA Private Wealth Group
Virginia
$6.73M +$67.6K +1,360 +1%
CFA
516
Cahill Financial Advisors
Minnesota
$6.7M +$427K +8,595 +7%
AWA
517
Arete Wealth Advisors
Illinois
$6.67M -$311K -6,255 -5%
MIM
518
MetLife Investment Management
New Jersey
$6.66M -$64.6K -1,300 -1%
CWM
519
Cahill Wealth Management
Michigan
$6.63M +$30.1K +605 +0.5%
CCB
520
Country Club Bank
Missouri
$6.6M -$133K -2,675 -2%
Chevy Chase Trust
521
Chevy Chase Trust
Maryland
$6.58M +$280K +5,625 +5%
CNBTD
522
Citizens National Bank Trust Department
Mississippi
$6.58M +$24.6K +495 +0.4%
UBS AM
523
UBS AM
Illinois
$6.55M
AIA
524
Armor Investment Advisors
North Carolina
$6.48M +$520K +10,465 +9%
AF
525
AtlasMark Financial
Texas
$6.46M -$15.9K -320 -0.3%

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.