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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
CCA
1051
Cora Capital Advisors
New Jersey
$1.3M -$15.4K -310 -1%
RF
1052
Rollins Financial
Georgia
$1.3M -$1.12M -22,600 -48%
KLCM
1053
KG&L Capital Management
Louisiana
$1.3M +$6.46K +130 +0.5%
BMWM
1054
Brown Miller Wealth Management
Virginia
$1.3M +$63.6K +1,280 +5%
FNWM
1055
Financial Network Wealth Management
Utah
$1.3M +$76.3K +1,535 +7%
MCA
1056
Magnolia Capital Advisors
Mississippi
$1.29M +$17.4K +350 +1%
FFA
1057
First Foundation Advisors
California
$1.29M -$287K -5,780 -19%
TA
1058
TFB Advisors
Kansas
$1.29M +$1.23M +24,700 New
FAAM
1059
First Ascent Asset Management
Colorado
$1.29M -$3.98K -80 -0.3%
WP
1060
WealthShield Partners
North Carolina
$1.29M -$75.3K -1,515 -6%
BA
1061
Bridge Advisory
California
$1.28M +$77.8K +1,565 +7%
EGWAG
1062
Elwood & Goetz Wealth Advisory Group
Georgia
$1.28M -$38.5K -775 -3%
CCA
1063
Clearwater Capital Advisors
Illinois
$1.27M +$15.7K +315 +1%
EW
1064
Evoke Wealth
California
$1.27M
WP
1065
WealthPLAN Partners
Nebraska
$1.26M -$109K -2,195 -8%
LSA
1066
Lansing Street Advisors
Pennsylvania
$1.25M +$3.23K +65 +0.3%
VAS
1067
Vestmark Advisory Solutions
Massachusetts
$1.25M +$159K +3,205 +16%
NAG
1068
Northstar Advisory Group
New Jersey
$1.25M -$56.7K -1,140 -5%
MCM
1069
Maple Capital Management
Vermont
$1.24M +$248K +4,995 +27%
MJRIC
1070
Mogy Joel R Investment Counsel
California
$1.24M -$41.3K -830 -3%
OWA
1071
Octavia Wealth Advisors
Ohio
$1.24M +$19.1K +385 +2%
GSIAS
1072
Garden State Investment Advisory Services
New Jersey
$1.24M +$11.4K +230 +1%
T. Rowe Price Associates
1073
T. Rowe Price Associates
Maryland
$1.23M
LRWA
1074
Long Run Wealth Advisors
New York
$1.23M
AC
1075
Abbrea Capital
California
$1.22M +$33.5K +675 +3%

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.