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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
PAM
801
Palisade Asset Management
Minnesota
$2.74M +$270K +5,425 +12%
GHA
802
GW Henssler & Associates
Georgia
$2.71M +$13.7K +275 +0.5%
UF
803
Univest Financial
Pennsylvania
$2.71M -$64.6K -1,300 -2%
WAM
804
Weinberger Asset Management
California
$2.7M -$146K -2,930 -5%
GWA
805
GGM Wealth Advisors
Maryland
$2.68M +$2.51M +50,410 New
PIA
806
Perennial Investment Advisors
California
$2.66M +$2.48K +50 +0.1%
TAM
807
Townsend Asset Management
North Carolina
$2.65M +$4.22K +85 +0.2%
CPC
808
Congress Park Capital
New York
$2.65M -$45K -905 -2%
BFO
809
Boston Family Office
Massachusetts
$2.63M +$62.1K +1,250 +3%
HCA
810
Heck Capital Advisors
Wisconsin
$2.63M +$623K +12,540 +33%
PCA
811
Pallas Capital Advisors
Massachusetts
$2.61M +$2.1M +42,280 +659%
BRM
812
Boston Research & Management
Massachusetts
$2.61M +$17.4K +350 +0.7%
AFP
813
Alpha Financial Partners
Kentucky
$2.61M -$651K -13,105 -21%
LCOV
814
London Company of Virginia
Virginia
$2.6M -$7.63M -153,470 -76%
PG
815
Patten Group
Tennessee
$2.6M -$2.73K -55 -0.1%
ATWA
816
Arbor Trust Wealth Advisors
Michigan
$2.59M -$31.1K -625 -1%
BAM
817
Belpointe Asset Management
Nevada
$2.58M -$524K -10,540 -18%
NEPWA
818
New England Private Wealth Advisors
Massachusetts
$2.57M +$5.96K +120 +0.2%
BFO
819
Biltmore Family Office
North Carolina
$2.56M +$368K +7,405 +18%
CFC
820
Client First Capital
California
$2.55M +$10.2K +205 +0.4%
IC
821
IEQ Capital
California
$2.53M +$8.2K +165 +0.3%
BFG
822
Beacon Financial Group
Texas
$2.53M -$10.9K -220 -0.4%
AF
823
Apexium Financial
Texas
$2.52M -$40.5K -815 -2%
PCA
824
Prosperity Capital Advisors
Ohio
$2.51M +$1.71M +34,355 +251%
PRWA
825
Platte River Wealth Advisors
Colorado
$2.5M +$220K +4,420 +10%

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.