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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
WCG
1251
Weaver Consulting Group
California
$734K -$19.1K -385 -3%
X
1252
Xponance
Pennsylvania
$733K +$150K +3,020 +27%
AFG
1253
ABLE Financial Group
Arizona
$732K +$68.3K +1,375 +11%
YWS
1254
Yarger Wealth Strategies
Ohio
$732K +$18.6K +375 +3%
NCM
1255
Narwhal Capital Management
Georgia
$724K +$169K +3,400 +33%
BCA
1256
Bay Colony Advisors
Massachusetts
$722K -$49.2K -990 -7%
APW
1257
Austin Private Wealth
Texas
$718K +$61.4K +1,235 +10%
USCWA
1258
U.S. Capital Wealth Advisors
Texas
$716K +$24.6K +495 +4%
ATC
1259
Adirondack Trust Company
New York
$715K -$4.47K -90 -0.7%
SW
1260
SteelPeak Wealth
California
$713K +$678K +13,640 New
MPW
1261
Melone Private Wealth
Michigan
$712K +$2.24K +45 +0.3%
CCWM
1262
Cassaday & Co Wealth Management
Virginia
$708K -$351K -7,065 -34%
SWM
1263
Shelton Wealth Management
Texas
$707K
NLP
1264
Next Level Private
New York
$707K +$668K +13,435 New
CMP
1265
Courage Miller Partners
Virginia
$705K -$994 -20 -0.1%
SSWM
1266
Smith Salley Wealth Management
North Carolina
$704K +$171K +3,435 +34%
NRI
1267
NFP Retirement Inc
California
$704K -$1.49K -30 -0.2%
EIA
1268
Edgemoor Investment Advisors
Maryland
$703K
GSIS
1269
Global Strategic Investment Solutions
Arizona
$700K +$52.7K +1,060 +9%
OCM
1270
One Capital Management
California
$700K -$38.5K -775 -5%
WCWM
1271
Willow Creek Wealth Management
California
$700K +$497 +10 +0.1%
PIP
1272
Peachtree Investment Partners
Florida
$698K -$745 -15 -0.1%
BWAM
1273
Boyd Watterson Asset Management
Ohio
$697K
DC
1274
Destiny Capital
Colorado
$695K +$156K +3,130 +31%
SC
1275
Stephens Consulting
Michigan
$695K +$48.7K +980 +8%

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.