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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
PWW
526
Pettyjohn Wood & White
Virginia
$6.44M +$73.6K +1,480 +1%
CCM
527
Canal Capital Management
Virginia
$6.41M +$35.5K +715 +0.6%
MPCG
528
Matrix Private Capital Group
New York
$6.38M -$50.4K -1,015 -0.8%
FTS
529
Fifth Third Securities
Ohio
$6.38M +$767K +15,430 +14%
PIAS
530
PCA Investment Advisory Services
Ohio
$6.37M -$412K -8,285 -6%
BCMO
531
Buckingham Capital Management (Ohio)
Ohio
$6.37M +$323K +6,495 +6%
CIAS
532
Capital Investment Advisory Services
North Carolina
$6.33M +$510K +10,260 +9%
WB
533
WesBanco Bank
West Virginia
$6.3M +$152K +3,060 +3%
MG
534
Mather Group
Illinois
$6.27M -$186K -3,745 -3%
PAS
535
Park Avenue Securities
New York
$6.26M +$280K +5,625 +5%
MF
536
Meridian Financial
Massachusetts
$6.23M +$46.7K +940 +0.8%
SF
537
Synovus Financial
Georgia
$6.22M -$217K -4,370 -4%
BMD
538
Better Money Decisions
New Mexico
$6.12M +$39.5K +795 +0.7%
BCM
539
Boltwood Capital Management
California
$6.12M +$24.1K +485 +0.4%
JWCA
540
J.W. Cole Advisors
Florida
$6.11M +$192K +3,865 +3%
AWM
541
Apollon Wealth Management
South Carolina
$6.11M +$56.4K +1,135 +1%
HWM
542
HB Wealth Management
Georgia
$6.06M +$5.71K +115 +0.1%
ACM
543
Armbruster Capital Management
New York
$6.06M -$154K -3,100 -3%
FWA
544
FSM Wealth Advisors
Ohio
$6.05M +$1.07M +21,545 +23%
BSW
545
Buckingham Strategic Wealth
Missouri
$6.02M +$310K +6,235 +6%
IA
546
IFG Advisors
Missouri
$5.99M +$724K +14,575 +15%
AI
547
Atria Investments
North Carolina
$5.98M +$528K +10,630 +10%
JFG
548
Jefferies Financial Group
New York
$5.96M +$1.49K +30 +0%
BWM
549
Boyd Wealth Management
California
$5.96M -$2.09M -42,060 -27%
TDWM
550
Topel & Distasi Wealth Management
California
$5.95M +$39.3K +790 +0.7%

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.