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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
IF
701
Intrua Financial
Texas
$3.81M -$190K -3,830 -5%
NL
702
NEPC LLC
Massachusetts
$3.79M -$2.48K -50 -0.1%
OWM
703
Opes Wealth Management
California
$3.78M +$200K +4,025 +6%
FPW
704
Flagship Private Wealth
Massachusetts
$3.78M -$7.46K -150 -0.2%
CWA
705
Clarus Wealth Advisors
Arizona
$3.75M +$368K +7,410 +11%
WPC
706
Wedmont Private Capital
Pennsylvania
$3.75M +$10.9K +220 +0.3%
CIC
707
Carnegie Investment Counsel
Ohio
$3.75M +$55.7K +1,120 +2%
BFS
708
Bard Financial Services
Connecticut
$3.73M
WF
709
Welch & Forbes
Massachusetts
$3.72M -$94.7K -1,905 -3%
SAM
710
Smithbridge Asset Management
Pennsylvania
$3.69M -$6.21K -125 -0.2%
AAS
711
Asset Allocation Strategies
Michigan
$3.68M +$3.5M +70,435 New
GLA
712
Good Life Advisors
Pennsylvania
$3.68M -$1.27M -25,530 -27%
UBG
713
United Bank (Georgia)
Georgia
$3.66M +$10.4K +210 +0.3%
MSWM
714
McGlone Suttner Wealth Management
Wisconsin
$3.65M -$17.6K -355 -0.5%
TCOO
715
Trust Company of Oklahoma
Oklahoma
$3.6M -$22.4K -450 -0.6%
CI
716
CX Institutional
Indiana
$3.58M -$244K -4,915 -7%
Koshinski Asset Management
717
Koshinski Asset Management
Illinois
$3.58M -$717K -14,430 -17%
HCC
718
Hirtle Callaghan & Co
Pennsylvania
$3.58M
NEAM
719
New England Asset Management
Connecticut
$3.53M
WCM
720
Washburn Capital Management
Florida
$3.53M -$554K -11,150 -14%
AFS
721
Annapolis Financial Services
Maryland
$3.52M
MWP
722
Moller Wealth Partners
$3.48M
RSWM
723
Robertson Stephens Wealth Management
California
$3.48M -$9.05M -182,005 -73%
SFS
724
Sowell Financial Services
Arkansas
$3.48M +$1.45M +29,105 +78%
GWM
725
GSB Wealth Management
Connecticut
$3.47M +$485K +9,750 +17%

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.