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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
GWP
1151
Gateway Wealth Partners
Wisconsin
$973K -$547K -11,010 -37%
SFP
1152
Shepherd Financial Partners
Massachusetts
$969K -$69.8K -1,405 -7%
AFO
1153
Allie Family Office
Florida
$967K +$187K +3,765 +26%
AAM
1154
Ameraudi Asset Management
New York
$967K
DFG
1155
Demars Financial Group
Washington
$966K
CBFP
1156
Cedar Brook Financial Partners
Ohio
$965K +$1.24K +25 +0.1%
SA
1157
Strategic Advisors
New York
$965K -$3.23K -65 -0.4%
SCA
1158
Sandy Cove Advisors
Massachusetts
$960K +$272K +5,470 +42%
PG
1159
Prostatis Group
Maryland
$958K -$198K -3,990 -13%
DACG
1160
Donor Advised Charitable Giving
California
$956K +$43.5K +875 +5%
COCM
1161
Charter Oak Capital Management
New Hampshire
$953K +$84K +1,690 +10%
MM
1162
Meridian Management
Arkansas
$948K -$63.6K -1,280 -7%
RA
1163
Rise Advisors
New York
$948K -$17.4K -350 -2%
CFG
1164
Cosner Financial Group
Colorado
$942K +$895K +18,015 New
TCOT
1165
Trust Company of Toledo
Ohio
$939K
CAWM
1166
Capital Advisors Wealth Management
Washington
$935K -$3.98K -80 -0.4%
SFA
1167
Source Financial Advisors
New York
$931K +$25.6K +515 +3%
SM
1168
Sweeney & Michel
California
$921K +$58.6K +1,180 +7%
BWA
1169
Beam Wealth Advisors
Louisiana
$917K -$23.9K -480 -3%
IAG
1170
Investment Advisory Group
Massachusetts
$916K +$22.4K +450 +3%
BFA
1171
Buttonwood Financial Advisors
Maryland
$915K +$485K +9,760 +126%
KL
1172
KWMG LLC
Kansas
$899K -$188K -3,785 -18%
ANBT
1173
American National Bank & Trust
Texas
$898K -$62.6K -1,260 -7%
AIM
1174
Anchor Investment Management
South Carolina
$891K -$44K -885 -5%
TA
1175
TFG Advisers
Michigan
$889K -$12.4K -250 -1%

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.