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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
CRC
951
Curi RMB Capital
Illinois
$1.74M +$14.2K +285 +0.9%
LB
952
Leo Brokerage
Texas
$1.74M -$5.71K -115 -0.3%
LFA
953
Legacy Financial Advisors
Kentucky
$1.74M +$156K +3,135 +10%
CWM
954
Campbell Wealth Management
Virginia
$1.74M +$13.7K +275 +0.8%
OFS
955
Oldfather Financial Services
Nebraska
$1.72M +$57.9K +1,165 +4%
MTIC
956
Missouri Trust & Investment Company
Missouri
$1.72M
EK
957
Evensky & Katz
Florida
$1.72M -$96.2K -1,935 -6%
BWM
958
Birchcreek Wealth Management
Ohio
$1.71M +$474K +9,545 +41%
CAAM
959
Cornerstone Advisors Asset Management
Pennsylvania
$1.71M -$26.8K -540 -2%
PFGIA
960
Patriot Financial Group Insurance Agency
Massachusetts
$1.7M +$137K +2,765 +9%
MIM
961
Macroview Investment Management
Maryland
$1.7M -$9.69K -195 -0.6%
CAG
962
Csenge Advisory Group
Florida
$1.69M +$414K +8,325 +35%
WWC
963
Waypoint Wealth Counsel
Georgia
$1.69M +$8.95K +180 +0.6%
BFC
964
Bedel Financial Consulting
Indiana
$1.69M -$14.9K -300 -0.9%
GJIA
965
Glass Jacobson Investment Advisors
Maryland
$1.69M +$1.6M +32,250 New
Wealth Enhancement Advisory Services
966
Wealth Enhancement Advisory Services
Minnesota
$1.68M -$436K -8,775 -21%
VRM
967
Vectors Research Management
New York
$1.67M +$13.4K +270 +0.9%
CPP
968
Capasso Planning Partners
South Carolina
$1.67M -$68.6K -1,380 -4%
MWM
969
Mission Wealth Management
California
$1.66M -$15.9K -320 -1%
SBH
970
Segall Bryant & Hamill
Illinois
$1.66M +$248 +5 +0%
V
971
VeraBank
Texas
$1.66M -$47.2K -950 -3%
GC
972
Gilbert & Cook
Iowa
$1.65M +$74.8K +1,505 +5%
BWM
973
BerganKDV Wealth Management
Minnesota
$1.65M -$320K -6,430 -17%
SLWA
974
San Luis Wealth Advisors
California
$1.63M -$153K -3,080 -9%
HCA
975
Harbour Capital Advisors
Virginia
$1.62M +$1.24K +25 +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.