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
PR
726
Payden & Rygel
California
$3.44M +$9.44K +190 +0.3%
FWM
727
ForthRight Wealth Management
Georgia
$3.42M -$4.17M -83,940 -56%
HH
728
Hilltop Holdings
Texas
$3.42M -$5.84M -117,575 -64%
FSG
729
Financial Strategies Group
Michigan
$3.42M -$23.1K -465 -0.7%
HL
730
HeadInvest LLC
Maine
$3.41M -$21.1K -425 -0.7%
3F
731
360 Financial
Minnesota
$3.4M -$76.5K -1,540 -2%
GFWA
732
Grey Fox Wealth Advisors
Delaware
$3.37M -$36.3K -730 -1%
NDSI
733
Newman Dignan & Sheerar Inc
Rhode Island
$3.35M -$11.7K -235 -0.4%
TH
734
TCTC Holdings
Texas
$3.35M +$148K +2,985 +5%
American Century Companies
735
American Century Companies
Missouri
$3.35M +$795K +16,000 +33%
CBT
736
Central Bank & Trust
Kentucky
$3.34M -$81.8K -1,645 -3%
WJA
737
Willis Johnson & Associates
Texas
$3.34M +$43K +865 +1%
NOI
738
Newton One Investments
Delaware
$3.33M -$497 -10 -0%
KIG
739
Kowal Investment Group
Wisconsin
$3.32M -$190K -3,820 -6%
EW
740
Enzi Wealth
Texas
$3.32M -$3.84M -77,230 -56%
HIMC
741
Heritage Investors Management Corp
Maryland
$3.32M +$42K +845 +1%
ST
742
Spinnaker Trust
Maine
$3.31M -$74.8K -1,505 -2%
BFG
743
Bleakley Financial Group
New Jersey
$3.31M -$171K -3,440 -5%
HCM
744
Hengehold Capital Management
Ohio
$3.3M -$198K -3,975 -6%
NMG
745
New Millennium Group
Utah
$3.29M -$240K -4,820 -7%
SIG
746
Sky Investment Group
Connecticut
$3.27M
AWS
747
AJ Wealth Strategies
New York
$3.24M +$4.72K +95 +0.2%
AFO
748
Arrowroot Family Office
California
$3.23M +$467K +9,390 +18%
AWMG
749
Alliance Wealth Management Group
New Jersey
$3.22M +$185K +3,715 +6%
AFG
750
Affinia Financial Group
Massachusetts
$3.21M +$57.9K +1,165 +2%

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.