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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
SWPG
976
Strategic Wealth Partners Group
Illinois
$1.61M -$21.4K -430 -1%
TIA
977
Tiemann Investment Advisors
California
$1.61M +$37.8K +760 +3%
MI
978
Moneywise Inc
Virginia
$1.61M -$58.9K -1,185 -4%
RWA
979
Ropes Wealth Advisors
Massachusetts
$1.61M
BAAM
980
Baker Avenue Asset Management
California
$1.6M -$980K -19,710 -39%
PCM
981
Presidio Capital Management
California
$1.6M +$150K +3,025 +11%
PWMG
982
Pinnacle Wealth Management Group
Michigan
$1.6M -$467K -9,390 -24%
VCA
983
Verdence Capital Advisors
Maryland
$1.59M +$22.4K +450 +1%
BF
984
Blankinship & Foster
California
$1.59M -$176K -3,545 -10%
BB
985
Berkshire Bank
Massachusetts
$1.58M
FAM
986
Forte Asset Management
New York
$1.58M -$122K -2,455 -8%
CFG
987
Cooper Financial Group
California
$1.58M -$71.3K -1,435 -5%
RRA
988
Round Rock Advisors
Connecticut
$1.58M
CC
989
Cadinha & Co
Hawaii
$1.58M -$80.5K -1,620 -5%
SB
990
Strategic Blueprint
Georgia
$1.58M +$335K +6,740 +29%
P
991
Pitcairn
Pennsylvania
$1.57M -$2.48K -50 -0.2%
OWA
992
One Wealth Advisors
California
$1.57M +$10.4K +210 +0.7%
EWA
993
ERTS Wealth Advisors
Michigan
$1.56M +$64.4K +1,295 +5%
CI
994
Cambiar Investors
Colorado
$1.55M -$314K -6,310 -18%
TFF
995
The Family Firm
Maryland
$1.54M +$1.74K +35 +0.1%
RWMG
996
Redwood Wealth Management Group
New Jersey
$1.53M -$311K -6,250 -18%
APP
997
Avantax Planning Partners
Iowa
$1.53M -$13.4K -270 -0.9%
AFC
998
AFT Forsyth & Company
Florida
$1.53M +$1.74K +35 +0.1%
FHA
999
Flagship Harbor Advisors
Massachusetts
$1.53M -$468K -9,420 -24%
H
1000
HoyleCohen
California
$1.52M +$175K +3,525 +14%

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.