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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
EBSAM
1176
Eubel Brady & Suttman Asset Management
Ohio
$884K
OC
1177
Oarsman Capital
Wisconsin
$882K -$529K -10,650 -39%
NSIM
1178
North Star Investment Management
Illinois
$881K +$248 +5 +0%
HA
1179
HFG Advisors
Ohio
$879K
CWM
1180
Capital Wealth Management
Rhode Island
$877K -$26.8K -540 -3%
BC
1181
Bowman & Company
Wisconsin
$877K -$62.1K -1,250 -7%
EWM
1182
Empirical Wealth Management
Washington
$876K -$81K -1,630 -9%
SAM
1183
S.A. Mason
Michigan
$870K
HNW
1184
High Note Wealth
Minnesota
$867K
MBTD
1185
Mechanics Bank - Trust Department
California
$864K -$73.8K -1,485 -8%
AWA
1186
Aaron Wealth Advisors
Illinois
$863K +$1.74K +35 +0.2%
WJWM
1187
Williams Jones Wealth Management
New York
$861K +$11.7K +235 +1%
W
1188
WPWealth
Texas
$861K +$818K +16,465 New
HBWM
1189
Hollow Brook Wealth Management
New York
$861K
SC
1190
Scotia Capital
Ontario, Canada
$858K -$1.88M -37,825 -70%
TIA
1191
Traphagen Investment Advisors
New Jersey
$857K -$1.49K -30 -0.2%
TLFA
1192
True Link Financial Advisors
California
$856K -$304K -6,120 -27%
WWM
1193
Wolff Wiese Magana
California
$850K +$20.1K +405 +3%
JAFL
1194
Jay A. Fishman Ltd
Michigan
$848K -$34.8K -700 -4%
PCM
1195
Pointe Capital Management
Michigan
$847K -$19.6K -395 -2%
SS
1196
Sunbelt Securities
Texas
$846K +$172K +3,455 +27%
EAM
1197
Evanson Asset Management
California
$846K +$4.97K +100 +0.6%
SEEDPG
1198
S.E.E.D. Planning Group
New York
$841K -$109K -2,190 -12%
CIA
1199
Choate Investment Advisors
Massachusetts
$841K +$381K +7,665 +91%
KSWA
1200
Kathleen S. Wright Associates
Pennsylvania
$840K -$10.4K -210 -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.