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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
RWP
876
Revolve Wealth Partners
New Jersey
$2.16M -$460K -9,265 -18%
SYBT
877
Stock Yards Bank & Trust
Kentucky
$2.15M -$19.6K -395 -1%
BJL
878
Brighton Jones LLC
Washington
$2.14M -$149K -2,990 -7%
NCM
879
Next Capital Management
New York
$2.14M +$54.4K +1,095 +3%
PA
880
PSI Advisors
Florida
$2.14M -$13.9K -280 -0.7%
JCM
881
Jacobi Capital Management
Pennsylvania
$2.14M -$5.71K -115 -0.3%
SAS
882
Stelac Advisory Services
New York
$2.13M -$289K -5,810 -12%
ASW
883
Astoria Strategic Wealth
Texas
$2.13M +$7.46K +150 +0.4%
JWS
884
Juncture Wealth Strategies
Arizona
$2.12M +$351K +7,065 +21%
CCM
885
Crew Capital Management
Ohio
$2.12M -$1.39M -27,960 -41%
PCMF
886
Private Capital Management (Florida)
Florida
$2.11M +$286K +5,745 +17%
SAM
887
Silvercrest Asset Management
New York
$2.11M +$174K +3,510 +10%
BHBT
888
Burke & Herbert Bank & Trust
Virginia
$2.08M -$45K -905 -2%
CBB
889
Citizens Business Bank
California
$2.07M +$11.2K +225 +0.6%
1IA
890
1834 Investment Advisors
Wisconsin
$2.07M +$33K +665 +2%
WSTAM
891
Wilbanks Smith & Thomas Asset Management
Virginia
$2.07M +$130K +2,615 +7%
GAM
892
GEM Asset Management
Michigan
$2.06M +$5.22K +105 +0.3%
PCA
893
Providence Capital Advisors
North Carolina
$2.06M +$108K +2,165 +6%
GGS
894
Galvin Gaustad & Stein
Arizona
$2.06M -$30.6K -615 -2%
FSWA
895
Financial Synergies Wealth Advisors
Texas
$2.05M -$57.4K -1,155 -3%
ACIM
896
Azimuth Capital Investment Management
Michigan
$2.04M +$143K +2,875 +8%
Legal & General Group
897
Legal & General Group
United Kingdom
$2.04M +$547K +11,000 +39%
NFP
898
NorthLanding Financial Partners
New York
$2.03M -$2.2M -44,245 -53%
OP
899
ORG Partners
Indiana
$2.02M +$1.91M +38,485 New
MOACM
900
Mutual of America Capital Management
New York
$2.02M +$496K +9,980 +35%

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.