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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
MC
676
Middleton & Co
Massachusetts
$4.06M +$130K +2,615 +3%
VFP
677
Verus Financial Partners
Virginia
$4.06M -$62.4K -1,255 -2%
BFWA
678
Benchmark Financial Wealth Advisors
Florida
$4.06M -$112K -2,260 -3%
WG
679
Watchman Group
Texas
$4.06M -$648K -13,040 -14%
MWAM
680
Manhattan West Asset Management
California
$4.06M +$1.13M +22,760 +42%
CFGS
681
Concourse Financial Group Securities
Alabama
$4.05M -$48.5K -975 -1%
SS
682
Sound Stewardship
Kansas
$4.03M -$106K -2,130 -3%
IWM
683
IHT Wealth Management
Illinois
$4.02M -$19.4K -390 -0.5%
PWAG
684
Polaris Wealth Advisory Group
California
$4.02M +$387K +7,795 +11%
LWM
685
Lyell Wealth Management
California
$4.01M -$345K -6,940 -8%
SFI
686
SPC Financial Inc
Maryland
$4M +$626K +12,590 +20%
MYIA
687
Mount Yale Investment Advisors
Colorado
$3.99M +$129K +2,595 +4%
CFD
688
Creative Financial Designs
Indiana
$3.99M +$330K +6,640 +10%
PCM
689
Perritt Capital Management
Illinois
$3.94M +$51.4K +1,035 +1%
SF
690
Summit Financial
New Jersey
$3.9M +$1.49M +29,880 +67%
CG
691
Cynosure Group
Utah
$3.9M +$3.7M +74,545 New
T
692
TCWP
Ohio
$3.89M +$87.7K +1,765 +2%
CSPIA
693
Cary Street Partners Investment Advisory
Virginia
$3.86M +$1.5M +30,145 +69%
PAM
694
Private Asset Management
California
$3.86M -$404K -8,120 -10%
SFG
695
Sather Financial Group
Texas
$3.86M
RWA
696
River Wealth Advisors
Pennsylvania
$3.85M -$60.4K -1,215 -2%
FA
697
FC Advisory
Pennsylvania
$3.84M +$13.2K +265 +0.4%
FTWA
698
Fifth Third Wealth Advisors
Ohio
$3.82M +$1.25M +25,090 +52%
CT
699
Colonial Trust
South Carolina
$3.82M -$370K -7,450 -9%
EW
700
Element Wealth
Mississippi
$3.81M -$97.2K -1,955 -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.