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
CA
851
Continuum Advisory
Idaho
$2.25M -$5.71K -115 -0.3%
GWS
852
Glassman Wealth Services
Virginia
$2.25M
BFW
853
Brady Family Wealth
Missouri
$2.25M -$14.2K -285 -0.7%
KWM
854
Kaydan Wealth Management
Michigan
$2.25M +$195K +3,930 +10%
FFA
855
Farther Finance Advisors
California
$2.24M +$522K +10,510 +32%
WS
856
Wedbush Securities
California
$2.24M +$32.1K +645 +2%
WA
857
Waverly Advisors
Alabama
$2.24M +$265K +5,335 +14%
NB
858
NBT Bank
New York
$2.23M -$5.71K -115 -0.3%
CCG
859
Cypress Capital Group
Florida
$2.23M +$15.9K +320 +0.8%
HS
860
Horan Securities
United States
$2.23M +$81K +1,630 +4%
CL
861
Choreo LLC
Illinois
$2.23M +$66.3K +1,335 +3%
BMCM
862
Bryn Mawr Capital Management
Pennsylvania
$2.22M +$141K +2,835 +7%
DFA
863
Delta Financial Advisors
Louisiana
$2.22M
UBV
864
United Bank (Virginia)
Virginia
$2.22M -$129K -2,600 -6%
KP
865
Keel Point
Alabama
$2.22M +$29.8K +600 +1%
ECM
866
Evergreen Capital Management
Washington
$2.21M +$561K +11,280 +37%
BWL
867
Bogart Wealth LLC
Virginia
$2.2M
KIA
868
KCM Investment Advisors
California
$2.2M -$203K -4,085 -9%
CA
869
Claro Advisors
Massachusetts
$2.19M +$155K +3,120 +8%
CAL
870
Capital Advisors Ltd
Ohio
$2.19M +$72.8K +1,465 +4%
SGK
871
Steigerwald Gordon & Koch
Virginia
$2.18M -$28.8K -580 -1%
EFL
872
ERn Financial LLC
Wisconsin
$2.17M -$26.1K -525 -1%
RT
873
Rockland Trust
Massachusetts
$2.17M -$557K -11,210 -21%
SW
874
SlateStone Wealth
Florida
$2.17M +$51.2K +1,030 +3%
9WM
875
9258 Wealth Management
Ohio
$2.16M -$233K -4,695 -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.