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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
TI
826
Truepoint Inc
Ohio
$2.49M +$69.3K +1,395 +3%
SIAS
827
Summit Investment Advisory Services
Minnesota
$2.47M +$47.5K +955 +2%
CIS
828
Continental Investors Services
Washington
$2.47M +$1.2M +24,245 +110%
E
829
ETFidea
New York
$2.47M +$125K +2,520 +6%
6F
830
626 Financial
Michigan
$2.45M +$1.54M +30,925 +193%
FPAS
831
Focus Partners Advisor Solutions
Missouri
$2.42M +$963K +19,375 +72%
SWM
832
SigFig Wealth Management
California
$2.42M +$2.31M +46,570 New
HIA
833
HTG Investment Advisors
Connecticut
$2.42M +$346K +6,955 +18%
RRC
834
Relaxing Retirement Coach
Massachusetts
$2.41M -$70.6K -1,420 -3%
SOS
835
Silver Oak Securities
Tennessee
$2.4M +$10.4K +210 +0.5%
IGWM
836
ICA Group Wealth Management
Colorado
$2.4M +$1.11M +22,425 +96%
CTFG
837
Capstone Triton Financial Group
Oklahoma
$2.39M -$9.19K -185 -0.4%
GC
838
Guggenheim Capital
Illinois
$2.38M
BONH
839
Bank of New Hampshire
New Hampshire
$2.38M +$99.6K +2,005 +5%
BFM
840
Broadview Financial Management
Wisconsin
$2.37M +$8.7K +175 +0.4%
AT
841
Arvest Trust
Oklahoma
$2.37M +$166K +3,350 +8%
LNWWM
842
Laird Norton Wetherby Wealth Management
California
$2.36M
JIC
843
Joel Isaacson & Co
New York
$2.36M +$304K +6,110 +16%
MSAM
844
Moloney Securities Asset Management
Missouri
$2.35M -$175K -3,525 -7%
ASFA
845
All Season Financial Advisors
Colorado
$2.34M +$827K +16,645 +59%
Susquehanna International Group
846
Susquehanna International Group
Pennsylvania
$2.34M +$1.04M +20,865 +88%
WC
847
Waterloo Capital
Texas
$2.33M +$1.83M +36,910 +488%
MFG
848
Merit Financial Group
Georgia
$2.32M -$17.9K -360 -0.8%
GPI
849
General Partner Inc
Pennsylvania
$2.26M
VIM
850
Vista Investment Management
Pennsylvania
$2.26M -$1.99K -40 -0.1%

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.