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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
TNB
1226
Thomasville National Bank
Georgia
$794K -$497 -10 -0.1%
TFA
1227
Tranquilli Financial Advisor
New Jersey
$792K -$265K -5,340 -26%
MFC
1228
Morris Financial Concepts
South Carolina
$786K -$672K -13,520 -47%
HCM
1229
Howland Capital Management
Massachusetts
$786K -$2.73K -55 -0.4%
CCA
1230
Checchi Capital Advisers
California
$786K -$24.1K -485 -3%
CWA
1231
Consilio Wealth Advisors
Washington
$782K -$20.6K -415 -3%
AAG
1232
Armstrong Advisory Group
Massachusetts
$781K -$9.94K -200 -1%
TPW
1233
TL Private Wealth
Texas
$780K +$3.73K +75 +0.5%
HCMT
1234
Highland Capital Management (Tennessee)
Tennessee
$779K +$1.24K +25 +0.2%
PFBT
1235
Parkside Financial Bank & Trust
Missouri
$778K
NWMG
1236
National Wealth Management Group
Ohio
$778K +$35.8K +720 +5%
LA
1237
Latitude Advisors
Florida
$776K -$41.5K -835 -5%
TTWM
1238
TCV Trust & Wealth Management
Virginia
$772K -$49.7K -1,000 -6%
SHJ
1239
Sharkey, Howes & Javer
Colorado
$772K
CCA
1240
Conservest Capital Advisors
Pennsylvania
$756K +$745 +15 +0.1%
DSA
1241
Droms Strauss Advisors
Missouri
$755K
SC
1242
Sepio Capital
Utah
$749K +$55.2K +1,110 +8%
MLL
1243
Moody Lynn & Lieberson
Massachusetts
$746K
IC
1244
Innealta Capital
Texas
$746K +$74.1K +1,490 +12%
TI
1245
Trexquant Investment
Connecticut
$742K -$100K -2,020 -12%
GWM
1246
Greenwich Wealth Management
Connecticut
$740K -$3.73K -75 -0.5%
GWSA
1247
Global Wealth Strategies & Associates
Colorado
$740K -$14.4K -290 -2%
PSF
1248
Pacific Sun Financial
California
$739K +$734K +14,770 New
WFA
1249
Wells Financial Advisors
Massachusetts
$738K
MPW
1250
MGO Private Wealth
California
$738K -$42.7K -860 -6%

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.