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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
PPWM
626
PFG Private Wealth Management
Florida
$4.85M +$159K +3,190 +4%
PA
627
Parallel Advisors
California
$4.77M +$33.8K +680 +0.8%
BC
628
Bricktown Capital
Michigan
$4.77M
LPT
629
Legacy Private Trust
Wisconsin
$4.77M -$494K -9,940 -10%
PFG
630
Pacific Financial Group
Washington
$4.76M +$287K +5,765 +7%
CFO
631
CVA Family Office
Colorado
$4.75M +$150K +3,015 +3%
TWC
632
TD Waterhouse Canada
Ontario, Canada
$4.75M -$498K -10,015 -12%
CWM
633
Cornerstone Wealth Management
Missouri
$4.71M +$727K +14,635 +19%
ACM
634
Advisors Capital Management
New Jersey
$4.7M +$15.9K +320 +0.4%
GF
635
Gries Financial
Ohio
$4.66M +$50.4K +1,015 +1%
FC
636
FCA Corp
Texas
$4.66M -$803K -16,155 -15%
CAM
637
Campion Asset Management
Virginia
$4.59M +$217K +4,365 +5%
SFC
638
Strategic Financial Concepts
Texas
$4.58M -$676K -13,605 -13%
UWM
639
USAdvisors Wealth Management
Minnesota
$4.58M -$795K -15,990 -15%
CWM
640
Cranbrook Wealth Management
Michigan
$4.57M +$120K +2,405 +3%
BIA
641
Bigelow Investment Advisors
Maine
$4.56M +$98.4K +1,980 +2%
VVP
642
Venture Visionary Partners
Ohio
$4.55M +$104K +2,095 +2%
CWM
643
Castle Wealth Management
Florida
$4.54M +$284K +5,715 +7%
SFP
644
Sterling Financial Planning
New Jersey
$4.53M -$168K -3,380 -4%
GA
645
Goldstein Advisors
Wisconsin
$4.52M +$69.6K +1,400 +2%
FA
646
Flagstar Advisors
New York
$4.44M -$337K -6,790 -7%
EG
647
Ellerson Group
Maryland
$4.4M +$4.18M +84,085 New
OWM
648
Olympus Wealth Management
Utah
$4.36M -$111K -2,240 -3%
MOS
649
MGO One Seven
Ohio
$4.35M -$3.54M -71,260 -46%
VC
650
Vestor Capital
Illinois
$4.34M +$123K +2,475 +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.