We are live on ! Find out more
IJH icon

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
LI
51
LVZ Inc
Michigan
$133M +$1.54M +31,060 +1%
UB
52
UMB Bank
Missouri
$133M -$1.9M -38,130 -1%
APCM
53
Alaska Permanent Capital Management
Alaska
$125M +$4.06M +81,775 +4%
RMDI
54
R.M. Davis Inc
Maine
$124M +$1.06M +21,375 +0.9%
GT
55
Greenleaf Trust
Michigan
$121M +$3.09M +62,145 +3%
SSB
56
Sandy Spring Bank
Maryland
$119M +$1.5M +30,185 +1%
JMPWA
57
JP Morgan Private Wealth Advisors
California
$119M -$28.4M -571,905 -20%
TF
58
TIAA FSB
Florida
$119M +$778K +15,645 +0.7%
SHGA
59
Sand Hill Global Advisors
California
$118M +$2.52M +50,675 +2%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$110M -$635K -12,775 -0.6%
SOMRS
61
State of Michigan Retirement System
Michigan
$109M +$6.83M +137,500 +7%
SIC
62
Sigma Investment Counselors
Michigan
$102M +$1.48M +29,690 +2%
FLPIM
63
F.L. Putnam Investment Management
Massachusetts
$102M +$5.92M +119,195 +7%
Corient Private Wealth
64
Corient Private Wealth
Florida
$94.9M +$6.94M +139,620 +8%
AIA
65
Ally Invest Advisors
North Carolina
$93.3M -$219K -4,400 -0.2%
LW
66
Linscomb Wealth
Texas
$93.2M -$4.03M -81,130 -4%
WT
67
Whittier Trust
California
$93.2M -$17.8M -358,510 -17%
FT
68
Fiduciary Trust
Massachusetts
$92.3M +$52.9K +1,065 +0.1%
State Street
69
State Street
Massachusetts
$90.5M +$12.7M +255,940 +17%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$90.4M +$11.2M +224,895 +15%
CAM
71
Cresset Asset Management
Illinois
$88.9M +$6.37M +128,155 +8%
CWM
72
Connecticut Wealth Management
Connecticut
$85.3M +$3.9M +78,395 +5%
BF
73
BOK Financial
Oklahoma
$85M -$3.82M -76,780 -5%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$84.1M -$2.85M -57,290 -3%
LWMT
75
Legacy Wealth Management (Tennessee)
Tennessee
$82.9M -$937K -18,850 -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.