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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
MMA
576
Miracle Mile Advisors
California
$5.65M -$478K -9,625 -8%
PCM
577
Parsons Capital Management
Rhode Island
$5.64M -$80K -1,610 -1%
PCM
578
Pennsylvania Capital Management
Pennsylvania
$5.62M +$535K +10,755 +11%
RWIA
579
Roger Wittlin Investment Advisory
California
$5.6M +$15.4K +310 +0.3%
CSA
580
Cottage Street Advisors
Massachusetts
$5.6M +$248 +5 +0%
DJYG
581
David J. Yvars Group
Florida
$5.58M +$40.3K +810 +0.8%
CTC
582
Central Trust Company
Missouri
$5.57M -$893K -17,970 -14%
AL
583
Aspiriant LLC
California
$5.57M -$296K -5,950 -5%
PFS
584
Prospera Financial Services
Texas
$5.56M +$210K +4,225 +4%
CGFA
585
Colton Groome Financial Advisors
North Carolina
$5.55M -$795K -15,990 -13%
LIA
586
LBMC Investment Advisors
Tennessee
$5.54M +$1.24K +25 +0%
FFWA
587
FRG Family Wealth Advisors
Washington
$5.52M +$53.4K +1,075 +1%
PCIA
588
Prime Capital Investment Advisors
Kansas
$5.51M +$1.02M +20,495 +24%
WT
589
Washington Trust
Rhode Island
$5.5M +$578K +11,625 +12%
LT
590
Legacy Trust
Michigan
$5.5M +$57.9K +1,165 +1%
PMG
591
ProVise Management Group
Florida
$5.47M -$287K -5,780 -5%
FNBOO
592
First National Bank of Omaha
Nebraska
$5.46M -$186K -3,750 -3%
BCM
593
Brookstone Capital Management
Illinois
$5.45M -$72.6K -1,460 -1%
PGWM
594
Parisi Gray Wealth Management
New Jersey
$5.39M +$978K +19,675 +22%
KWM
595
Kingsview Wealth Management
Oregon
$5.38M -$975K -19,620 -16%
HI
596
Harbour Investments
Wisconsin
$5.37M +$24.6K +495 +0.5%
GFS
597
GYL Financial Synergies
Connecticut
$5.36M -$566K -11,395 -10%
BC
598
Bartlett & Co
Ohio
$5.33M -$64.6K -1,300 -1%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$5.33M -$64.6K -1,300 -1%
BHIA
600
Birch Hill Investment Advisors
Massachusetts
$5.32M +$31.6K +635 +0.6%

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.