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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
Bessemer Group
76
Bessemer Group
New Jersey
$82.4M +$36.3K +730 +0%
CWM
77
Cahaba Wealth Management
Georgia
$81.7M +$2.08M +41,880 +3%
CAM
78
Chandler Asset Management
California
$80.5M -$231K -4,650 -0.3%
FHB
79
First Hawaiian Bank
Hawaii
$80.4M -$5.67M -114,090 -7%
UCFA
80
United Capital Financial Advisors
Texas
$80.2M -$1.05M -21,145 -1%
M&T Bank
81
M&T Bank
New York
$79.9M -$4.45M -89,575 -6%
AIM
82
Acropolis Investment Management
Missouri
$79.4M -$1.2M -24,060 -2%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$77.1M +$1.56M +31,295 +2%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$76.3M -$29M -583,775 -29%
Barclays
85
Barclays
United Kingdom
$73.2M +$56.5M +1,136,885 +433%
SPIA
86
Steward Partners Investment Advisory
New York
$71.5M +$1.29M +25,990 +2%
MIA
87
MainStreet Investment Advisors
Illinois
$71M -$3.41M -68,645 -5%
LFS
88
Lutz Financial Services
Nebraska
$70.9M +$2.76M +55,550 +4%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$70.1M +$2.94M +59,080 +5%
BBA
90
BLB&B Advisors
Pennsylvania
$69.8M +$10.3M +206,475 +18%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$69.8M -$3.93M -79,075 -6%
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$68.7M -$2.55M -51,305 -4%
VC
93
Vicus Capital
Pennsylvania
$67.8M -$213K -4,285 -0.3%
LF
94
Lee Financial
Texas
$67.4M +$1.51M +30,315 +2%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$65.6M -$1.39M -27,870 -2%
BFPW
96
BOK Financial Private Wealth
Colorado
$64.6M -$11.5M -231,685 -16%
PFO
97
Pathstone Family Office
New Jersey
$64.3M -$2.63M -53,010 -4%
PFM
98
Phillips Financial Management
Indiana
$64.1M -$1.84M -36,975 -3%
AFG
99
Arkansas Financial Group
Arkansas
$63.8M -$86.5K -1,740 -0.1%
PA
100
Planning Alternatives
Michigan
$61.2M +$531K +10,680 +0.9%

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.