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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
SW
1076
StrongBox Wealth
Missouri
$1.21M +$52.7K +1,060 +5%
WA
1077
Wealthstream Advisors
New York
$1.21M
Betterment LLC
1078
Betterment LLC
New York
$1.21M +$223K +4,490 +24%
QT
1079
Quantbot Technologies
New York
$1.2M +$1.14M +22,990 New
FB
1080
Fulton Bank
Pennsylvania
$1.2M -$55.2K -1,110 -5%
TFS
1081
Thoroughbred Financial Services
Tennessee
$1.2M +$1.49K +30 +0.1%
FH
1082
FWG Holdings
Florida
$1.2M +$71.6K +1,440 +7%
IPW
1083
Invictus Private Wealth
Colorado
$1.19M +$247K +4,970 +28%
SXL
1084
Summit X LLC
Missouri
$1.19M +$86.2K +1,735 +8%
RA
1085
RFG Advisory
Alabama
$1.19M -$28.3K -570 -2%
MIM
1086
Marco Investment Management
Georgia
$1.18M -$9.94K -200 -0.9%
DWM
1087
Dakota Wealth Management
Florida
$1.18M +$74.3K +1,495 +7%
PK
1088
Pflug Koory
Nebraska
$1.18M -$7.46K -150 -0.7%
PFG
1089
Pinnacle Financial Group
Illinois
$1.18M -$149K -3,000 -12%
ZF
1090
Zhang Financial
Michigan
$1.17M
AWA
1091
Archvest Wealth Advisors
California
$1.17M
WMP
1092
Wealth Management Partners
Arizona
$1.17M +$47.5K +955 +4%
MA
1093
MBA Advisors
Pennsylvania
$1.16M
BLC
1094
Brown, Lisle/Cummings
Rhode Island
$1.16M
PVI
1095
Pine Valley Investments
New Jersey
$1.16M +$67.6K +1,360 +7%
PIMG
1096
Patriot Investment Management Group
Tennessee
$1.15M
KCPG
1097
Kavar Capital Partners Group
Kansas
$1.15M
PWA
1098
Pillar Wealth Advisors
Pennsylvania
$1.15M +$851K +17,115 +353%
EWA
1099
EverSource Wealth Advisors
Alabama
$1.15M +$58.9K +1,185 +6%
KHC
1100
Koesten Hirschmann & Crabtree
Kansas
$1.14M -$10.2K -205 -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.