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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
CAN
101
Cetera Advisor Networks
California
$60.8M -$6.17M -124,065 -10%
OAM
102
Oppenheimer Asset Management
New York
$60.8M -$790K -15,905 -1%
LRIA
103
Leonard Rickey Investment Advisors
Washington
$60.5M +$329K +6,620 +0.6%
KA
104
Klingman & Associates
New York
$60.4M +$2.04M +41,130 +4%
CCFCSB
105
Cape Cod Five Cents Savings Bank
Massachusetts
$60.3M +$1.35M +27,150 +2%
KAS
106
Kestra Advisory Services
Texas
$59.4M -$7.38M -148,545 -12%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$58.5M +$174K +3,500 +0.3%
TFO
108
Tarbox Family Office
California
$58.3M +$1.15M +23,115 +2%
SAF
109
Smith Anglin Financial
Texas
$57.2M +$1.77M +35,670 +3%
FSC
110
Full Sail Capital
Oklahoma
$56.9M +$2.55M +51,365 +5%
MAM
111
Madison Asset Management
Wisconsin
$56.5M -$2.06M -41,370 -4%
FIB
112
First Interstate Bank
Montana
$55.9M -$91.4K -1,840 -0.2%
SFG
113
Sage Financial Group
Pennsylvania
$55.6M +$3.75M +75,530 +8%
VA
114
Valmark Advisers
Ohio
$54.9M -$1.25M -25,235 -2%
Bank of Nova Scotia
115
Bank of Nova Scotia
Ontario, Canada
$54.6M -$40K -805 -0.1%
CAL
116
Capital Analysts LLC
Pennsylvania
$53.5M +$1.2M +24,140 +2%
AWA
117
Alaska Wealth Advisors
Alaska
$53.4M -$816K -16,415 -2%
SW
118
SVB Wealth
Massachusetts
$52.4M -$60.6M -1,218,725 -55%
DWM
119
Destination Wealth Management
California
$52.4M +$580K +11,665 +1%
JSW
120
Journey Strategic Wealth
New Jersey
$52.3M -$548K -11,025 -1%
MA
121
MCF Advisors
Kentucky
$52.2M +$349K +7,025 +0.7%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$52.1M -$13.7M -276,360 -22%
Thrivent Financial for Lutherans
123
Thrivent Financial for Lutherans
Minnesota
$52M +$26.1M +524,590 +112%
AT
124
American Trust
Kentucky
$52M +$126K +2,545 +0.3%
WTC
125
WhitTier Trust Company
Nevada
$51.5M +$3.29M +66,245 +7%

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.