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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
SFG
1101
Sovereign Financial Group
Connecticut
$1.14M -$55.7K -1,120 -5%
WCWM
1102
Wooster Corthell Wealth Management
Connecticut
$1.14M -$10.4K -210 -1%
TCM
1103
Tufton Capital Management
Maryland
$1.14M +$12.7K +255 +1%
FNC
1104
First National Corp
Massachusetts
$1.14M
TFGT
1105
TS Financial Group (TSFG)
Illinois
$1.13M -$46.5K -935 -4%
VF
1106
Vawter Financial
Ohio
$1.13M +$1.07M +21,615 New
SWM
1107
Stockman Wealth Management
Montana
$1.13M -$86.5K -1,740 -7%
Empower Advisory Group
1108
Empower Advisory Group
Colorado
$1.13M -$154K -3,105 -13%
TFA
1109
Triad Financial Advisors
North Carolina
$1.13M -$44.2K -890 -4%
AWA
1110
ARQ Wealth Advisors
Arizona
$1.12M +$4.97K +100 +0.5%
National Bank of Canada
1111
National Bank of Canada
Quebec, Canada
$1.12M +$248 +5 +0%
DI
1112
Disciplined Investments
Oklahoma
$1.12M -$149K -2,990 -12%
IWP
1113
Invenio Wealth Partners
Florida
$1.12M +$1.06M +21,400 New
VAFP
1114
Vahanian & Associates Financial Planning
New York
$1.12M -$14.9K -300 -1%
EIA
1115
Eldridge Investment Advisors
New Hampshire
$1.11M
CHA
1116
Carmichael Hill & Associates
Maryland
$1.11M -$7.95K -160 -0.7%
LNB
1117
Ledyard National Bank
$1.1M +$110K +2,205 +12%
CWS
1118
Confluence Wealth Services
Pennsylvania
$1.1M -$497 -10 -0%
CWA
1119
Continuum Wealth Advisors
New York
$1.1M -$7.7K -155 -0.7%
LC
1120
Lincoln Capital
Nebraska
$1.1M +$51.2K +1,030 +5%
TPA
1121
Trivium Point Advisory
Connecticut
$1.09M -$91.2K -1,835 -8%
CFA
1122
CWS Financial Advisors
Michigan
$1.09M -$14.2K -285 -1%
HCM
1123
Hollencrest Capital Management
California
$1.09M
IIM
1124
Ipswich Investment Management
Massachusetts
$1.09M -$2.24K -45 -0.2%
LWANC
1125
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.08M -$59.4K -1,195 -5%

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.