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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
SIA
1201
Sovereign Investment Advisors
Arizona
$840K +$799K +16,070 New
GPA
1202
Garrison Point Advisors
California
$839K -$15.4K -310 -2%
CCA
1203
Cobblestone Capital Advisors
New York
$839K +$5.71K +115 +0.7%
DIA
1204
Dana Investment Advisors
Wisconsin
$835K -$123K -2,470 -13%
SIA
1205
SeaBridge Investment Advisors
New Jersey
$829K
CFO
1206
Collective Family Office
Pennsylvania
$825K +$16.2K +325 +2%
M
1207
MOTCO
Texas
$823K +$130K +2,610 +20%
MCM
1208
MV Capital Management
Maryland
$821K +$94.7K +1,905 +14%
CWM
1209
Calamos Wealth Management
Illinois
$820K +$33.5K +675 +5%
GWM
1210
GDS Wealth Management
Texas
$819K -$20.9K -420 -3%
SAM
1211
Seelaus Asset Management
New Jersey
$815K -$5.47K -110 -0.7%
RPGK
1212
Retirement Planning Group (Kansas)
Kansas
$813K
KBC Group
1213
KBC Group
Belgium
$811K
WSWA
1214
Warren Street Wealth Advisors
California
$811K -$4.47K -90 -0.6%
AP
1215
Appleton Partners
Massachusetts
$809K -$37K -745 -5%
FA
1216
FDx Advisors
Illinois
$809K +$91.7K +1,845 +14%
AFG
1217
Allegheny Financial Group
Pennsylvania
$808K -$518K -10,420 -40%
HWA
1218
Hilltop Wealth Advisors
North Carolina
$805K -$1.49K -30 -0.2%
MFT
1219
Moisand Fitzgerald Tamayo
Florida
$805K -$56.7K -1,140 -7%
SWA
1220
Strategies Wealth Advisors
Michigan
$804K +$112K +2,255 +17%
FFN
1221
Focus Financial Network
Minnesota
$800K +$52.4K +1,055 +7%
T
1222
TNF
Montana
$797K
ICP
1223
Interchange Capital Partners
Pennsylvania
$796K -$151K -3,045 -17%
SWM
1224
Selective Wealth Management
Virginia
$795K +$751K +15,115 New
PWP
1225
Principle Wealth Partners
Connecticut
$794K -$128K -2,570 -14%

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.