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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
EWM
901
Endurance Wealth Management
Rhode Island
$2.01M +$15.7K +315 +0.8%
QCM
902
Quantinno Capital Management
New York
$2.01M +$1.91M +38,395 New
TGAM
903
TBH Global Asset Management
Tennessee
$2.01M -$211K -4,255 -10%
B
904
Bensler
Washington
$1.99M -$38.3K -770 -2%
OCM
905
Objective Capital Management
Ohio
$1.97M -$52.4K -1,055 -3%
AWM
906
Accurate Wealth Management
Florida
$1.97M +$507K +10,210 +38%
CFFP
907
Center for Financial Planning
Michigan
$1.96M -$142K -2,855 -7%
PGWM
908
Pitti Group Wealth Management
New York
$1.96M +$7.95K +160 +0.4%
FCA
909
FinTrust Capital Advisors
South Carolina
$1.95M
BA
910
Ballew Advisors
Mississippi
$1.94M
PPP
911
Private Portfolio Partners
New Jersey
$1.94M +$34.8K +700 +2%
AIA
912
Arcadia Investment Advisors
Idaho
$1.93M -$3.48K -70 -0.2%
ACM
913
Ategra Capital Management
Virginia
$1.93M +$187K +3,765 +11%
SIC
914
Samalin Investment Counsel
New York
$1.92M -$29.3K -590 -2%
PCMC
915
Private Capital Management (Colorado)
Colorado
$1.92M -$59.6K -1,200 -3%
FIA
916
Foundations Investment Advisors
Arizona
$1.92M +$1.58M +31,860 +664%
CW
917
CIC Wealth
Maryland
$1.91M +$4.72K +95 +0.3%
Kayne Anderson Rudnick Investment Management
918
Kayne Anderson Rudnick Investment Management
California
$1.9M -$728K -14,645 -29%
WGCA
919
Wolf Group Capital Advisors
Virginia
$1.9M +$167K +3,370 +9%
MAM
920
MMA Asset Management
Pennsylvania
$1.89M +$231K +4,650 +15%
GWM
921
Geneos Wealth Management
Colorado
$1.89M +$142K +2,860 +9%
CS
922
Credit Suisse
Switzerland
$1.89M -$485K -9,765 -21%
SCA
923
St. Clair Advisors
Ohio
$1.88M +$60.9K +1,225 +4%
KBFS
924
Kohmann Bosshard Financial Services
Ohio
$1.88M -$3.98K -80 -0.2%
TRCT
925
Tower Research Capital (TRC)
New York
$1.86M -$7.09M -142,755 -80%

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.