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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
ONB
551
Old National Bancorp
Indiana
$5.95M -$517K -10,410 -8%
AWM
552
Atticus Wealth Management
Florida
$5.94M -$200K -4,020 -3%
GS
553
GTS Securities
New York
$5.91M +$5.62M +113,025 New
MCCP
554
Mission Creek Capital Partners
California
$5.91M +$596K +11,995 +12%
SSW
555
Smith Shellnut Wilson
Mississippi
$5.9M -$188K -3,780 -3%
PB
556
Pinnacle Bancorp
Nebraska
$5.89M +$60.9K +1,225 +1%
AFS
557
AFG Fiduciary Services
Massachusetts
$5.87M +$239K +4,805 +5%
WFAG
558
Wescott Financial Advisory Group
Pennsylvania
$5.87M -$238K -4,790 -4%
SCM
559
SOL Capital Management
Maryland
$5.87M +$44.2K +890 +0.8%
BRWA
560
B. Riley Wealth Advisors
Florida
$5.86M -$116K -2,330 -2%
SAG
561
SageView Advisory Group
California
$5.86M +$2.16M +43,370 +63%
TA
562
Tectonic Advisors
Texas
$5.86M
EWM
563
EPG Wealth Management
Georgia
$5.85M -$66.1K -1,330 -1%
PGFC
564
Peapack-Gladstone Financial Corp
New Jersey
$5.8M -$186K -3,745 -3%
AWAP
565
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$5.8M +$262K +5,265 +5%
ITB
566
Idaho Trust Bank
Idaho
$5.79M +$5.5M +110,735 New
PFA
567
Pure Financial Advisors
California
$5.76M +$192K +3,870 +4%
MPPLM
568
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.75M -$418K -8,415 -7%
IPW
569
IronBridge Private Wealth
Texas
$5.75M +$5.46M +109,870 New
Squarepoint
570
Squarepoint
New York
$5.73M +$5.45M +109,600 New
WPW
571
Watershed Private Wealth
Illinois
$5.72M -$316K -6,350 -5%
PFA
572
Pettinga Financial Advisors
Indiana
$5.72M -$286K -5,760 -5%
GVAG
573
Great Valley Advisor Group
Delaware
$5.72M -$2.48M -49,830 -31%
RFG
574
RFP Financial Group
Georgia
$5.7M +$289K +5,805 +6%
SSWM
575
Sheets Smith Wealth Management
North Carolina
$5.68M +$7.46K +150 +0.1%

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.