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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
AAMC
926
Asset Allocation & Management Company
Illinois
$1.86M
DPI
927
Diversified Portfolios Inc
Michigan
$1.85M +$73.8K +1,485 +4%
NF
928
Nikulski Financial
Iowa
$1.85M +$13.9K +280 +0.8%
RG
929
Rathbones Group
United Kingdom
$1.85M +$72.6K +1,460 +4%
HNWAG
930
High Net Worth Advisory Group
Florida
$1.85M -$414K -8,335 -19%
NCG
931
Newport Capital Group
New Jersey
$1.85M +$1.76M +35,315 New
CSIC
932
Clifford Swan Investment Counsel
California
$1.84M
OFG
933
Oxford Financial Group
Indiana
$1.83M +$423K +8,510 +32%
RCG
934
Regatta Capital Group
California
$1.81M -$252K -5,065 -13%
CFO
935
Colony Family Offices
North Carolina
$1.8M
AF
936
Advisornet Financial
Minnesota
$1.8M -$745 -15 -0%
BWCS
937
Beirne Wealth Consulting Services
Connecticut
$1.8M +$701K +14,105 +70%
BFA
938
Beacon Financial Advisory
Ohio
$1.79M -$107K -2,160 -6%
BWM
939
BigSur Wealth Management
Florida
$1.79M
LC
940
LCNB Corp
Ohio
$1.79M -$139K -2,800 -8%
IAS
941
Investment Advisory Services
Texas
$1.78M +$265K +5,330 +19%
WP
942
WealthSource Partners
California
$1.78M +$30.3K +610 +2%
PTC
943
Philadelphia Trust Company
Pennsylvania
$1.78M
IP
944
Investment Partners
Ohio
$1.77M +$1.99K +40 +0.1%
WTB
945
Washington Trust Bank
Washington
$1.77M +$249K +5,010 +17%
BFEC
946
Benjamin F. Edwards & Company
Missouri
$1.76M +$36.5K +735 +2%
CG
947
Corundum Group
Colorado
$1.76M
IP
948
Ignite Planners
California
$1.75M +$28.8K +580 +2%
AWA
949
Amplius Wealth Advisors
Pennsylvania
$1.75M -$21.9K -440 -1%
EB
950
Exchange Bank
California
$1.75M +$1.66M +33,435 New

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.