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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
SFA
601
Sequoia Financial Advisors
Ohio
$5.28M -$1.41M -28,400 -22%
WQ
602
Wealth Quarterback
New Jersey
$5.28M -$179K -3,600 -3%
RIA
603
Regal Investment Advisors
Michigan
$5.26M +$174K +3,500 +4%
BWA
604
Bordeaux Wealth Advisors
California
$5.25M -$108K -2,175 -2%
NL
605
NWAM LLC
Washington
$5.11M +$3.98M +80,175 +459%
TFCP
606
Twin Focus Capital Partners
Massachusetts
$5.09M -$549K -11,055 -10%
MCA
607
MSH Capital Advisors
Arizona
$5.09M -$201K -4,050 -4%
FCB
608
First Command Bank
Texas
$5.08M -$1.46M -29,290 -23%
FCFS
609
First Command Financial Services
Texas
$5.08M -$1.46M -29,290 -23%
PPC
610
Park Place Capital
Alabama
$5.06M +$801K +16,115 +20%
HF
611
HRT Financial
New York
$5.04M +$2.61M +52,530 +120%
CW
612
CreativeOne Wealth
Kansas
$5.03M +$54.7K +1,100 +1%
NCM
613
Novare Capital Management
North Carolina
$5.03M -$196K -3,935 -4%
SWA
614
Stratos Wealth Advisors
Ohio
$5.02M +$524K +10,545 +12%
FC
615
Financial Council
Maryland
$5.02M -$97.9K -1,970 -2%
LFAS
616
Level Four Advisory Services
Texas
$5M +$151K +3,040 +3%
DWMG
617
DB Wealth Management Group
California
$5M +$189K +3,805 +4%
CIR
618
Clear Investment Research
Georgia
$5M +$152K +3,055 +3%
TCA
619
Trifecta Capital Advisors
Illinois
$4.99M +$697K +14,025 +17%
SFG
620
Summit Financial Group
West Virginia
$4.99M -$210K -4,225 -4%
TFA
621
Trinity Financial Advisors
Ohio
$4.98M +$164K +3,300 +4%
GTAM
622
Global Trust Asset Management
Florida
$4.96M +$9.94K +200 +0.2%
BBHC
623
Brown Brothers Harriman & Co
New York
$4.95M +$494K +9,935 +12%
BA
624
Bellwether Advisors
Nebraska
$4.86M -$26.1K -525 -0.6%
TSWM
625
Triangle Securities Wealth Management
North Carolina
$4.86M +$62.6K +1,260 +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.