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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
CA
751
Crumly & Associates
Illinois
$3.2M -$3.39M -68,235 -53%
CHC
752
City Holding Co
West Virginia
$3.19M +$257K +5,175 +9%
WHG
753
Westwood Holdings Group
Texas
$3.15M -$172K -3,465 -5%
HIA
754
Harbor Investment Advisory
Maryland
$3.13M -$118K -2,375 -4%
JIP
755
Jaffetilchin Investment Partners
Florida
$3.12M +$10.2K +205 +0.3%
HWM
756
HighMark Wealth Management
Minnesota
$3.12M +$49.2K +990 +2%
SWP
757
Summit Wealth Partners
Florida
$3.11M +$29.1K +585 +1%
RFN
758
RDA Financial Network
Iowa
$3.11M +$24.6K +495 +0.8%
BFS
759
Bradley Foster & Sargent
Connecticut
$3.11M +$46.7K +940 +2%
R
760
Rebalance
California
$3.1M +$33.8K +680 +1%
MA
761
Mutual Advisors
Nebraska
$3.09M +$449K +9,025 +18%
CWM
762
C2C Wealth Management
Arizona
$3.08M -$49.7K -1,000 -2%
Neuberger Berman Group
763
Neuberger Berman Group
New York
$3.08M -$64.1K -1,290 -2%
FCB
764
First County Bank
Connecticut
$3.07M -$99.9K -2,010 -3%
VFA
765
Valeo Financial Advisors
Indiana
$3.06M -$21.6K -435 -0.7%
WA
766
Wealth Alliance
New York
$3.06M +$19.6K +395 +0.7%
Deutsche Bank
767
Deutsche Bank
Germany
$3.06M
CB
768
Cadence Bank
Mississippi
$3.04M +$2.98K +60 +0.1%
FTC
769
Farmers Trust Company
Ohio
$3.04M -$48.5K -975 -2%
CNB
770
Camden National Bank
Maine
$3.04M -$13.9K -280 -0.5%
NP
771
Nilsine Partners
Colorado
$3.04M
AG
772
Ascent Group
Virginia
$3.03M +$1.03M +20,630 +57%
BFG
773
Buttonwood Financial Group
Missouri
$3.02M +$2.78M +55,895 New
MWM
774
MY Wealth Management
Maryland
$3.02M +$104K +2,085 +4%
BCG
775
Breakwater Capital Group
New Jersey
$3.02M -$118K -2,375 -4%

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.