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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
MW
1026
Marcum Wealth
Ohio
$1.42M -$42.5K -855 -3%
NW
1027
NewEdge Wealth
Pennsylvania
$1.42M -$122K -2,450 -8%
BFG
1028
Baron Financial Group
New Jersey
$1.41M +$2.24K +45 +0.2%
AWP
1029
Ascent Wealth Partners
New York
$1.41M +$67.1K +1,350 +5%
TMWM
1030
Taylor & Morgan Wealth Management
Michigan
$1.4M +$45.2K +910 +4%
HH
1031
HWG Holdings
Texas
$1.4M -$15.2M -306,385 -92%
WE
1032
Wealth Effects
Massachusetts
$1.39M -$2.73K -55 -0.2%
WA
1033
WP Advisors
California
$1.39M +$3.98K +80 +0.3%
CCM
1034
Colorado Capital Management
Colorado
$1.39M -$18.9K -380 -1%
WCM
1035
Wealthcare Capital Management
Virginia
$1.39M -$4.97K -100 -0.4%
MAS
1036
Madden Advisory Services
Florida
$1.39M +$13.7K +275 +1%
CD
1037
Chapin Davis
Maryland
$1.38M -$24.9K -500 -2%
IAA
1038
Independent Advisor Alliance
North Carolina
$1.37M +$524K +10,550 +67%
DSC
1039
Duncker Streett & Co
Missouri
$1.36M +$248 +5 +0%
WA
1040
WBH Advisory
Maryland
$1.36M -$1.49K -30 -0.1%
SFP
1041
Sweet Financial Partners
Minnesota
$1.36M +$248K +4,990 +24%
SWM
1042
Shakespeare Wealth Management
Wisconsin
$1.35M -$120K -2,405 -9%
KW
1043
KWB Wealth
California
$1.35M -$482K -9,690 -27%
PWG
1044
Private Wealth Group
Florida
$1.35M
DWP
1045
Daymark Wealth Partners
Ohio
$1.34M +$711K +14,315 +127%
GI
1046
GS Investments
Minnesota
$1.32M +$11.9K +240 +1%
FPGK
1047
Financial Partners Group (Kansas)
Kansas
$1.32M +$266K +5,360 +28%
TWM
1048
Thrive Wealth Management
Pennsylvania
$1.32M -$19.9K -400 -2%
PVAMC
1049
PPS&V Asset Management Consultants
Michigan
$1.31M -$131K -2,635 -10%
FFA
1050
Fortune Financial Advisors
Kansas
$1.31M +$1.24M +25,010 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.