We are live on ! Find out more
IJH icon

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
RWRC
1276
R.W. Roge & Company
New York
$694K -$60.1K -1,210 -8%
S
1277
SignatureFD
Georgia
$694K +$26.1K +525 +4%
ACP
1278
Aveo Capital Partners
Colorado
$694K -$18.6K -375 -3%
CANC
1279
Culbertson A N & Co
Virginia
$693K +$165K +3,325 +33%
NFC
1280
Northeast Financial Consultants
Connecticut
$687K +$248 +5 +0%
RSS
1281
Rosenblum Silverman Sutton
California
$686K -$6.46K -130 -1%
DCM
1282
Dupont Capital Management
Delaware
$684K +$632K +12,710 +3,531%
BW
1283
Basepoint Wealth
Iowa
$682K -$2.48K -50 -0.4%
Fisher Asset Management
1284
Fisher Asset Management
Washington
$681K +$149K +3,000 +30%
GAG
1285
GM Advisory Group
New York
$673K -$76K -1,530 -11%
SHFA
1286
SC&H Financial Advisors
Maryland
$667K +$745 +15 +0.1%
ST
1287
Somerset Trust
Pennsylvania
$666K
HC
1288
Hamilton Capital
Ohio
$664K +$1.49K +30 +0.2%
BIP
1289
Blueprint Investment Partners
North Carolina
$662K -$1.12M -22,615 -64%
WDG
1290
Wealth Dimensions Group
Ohio
$661K -$11.4K -230 -2%
MA
1291
MONECO Advisors
Connecticut
$660K +$38.5K +775 +7%
IRAG
1292
Investment Research & Advisory Group
Georgia
$657K +$58.1K +1,170 +10%
IPW
1293
Intergy Private Wealth
Colorado
$657K -$3.73K -75 -0.6%
TIM
1294
Tortoise Investment Management
New York
$656K
BI
1295
Ballast Inc
Kentucky
$653K +$2.24K +45 +0.4%
HFS
1296
Howard Financial Services
Texas
$652K +$30.1K +605 +5%
AF
1297
Alerus Financial
North Dakota
$646K
SCA
1298
Sage Capital Advisors
South Dakota
$646K +$26.6K +535 +5%
GGI
1299
Godsey & Gibb Inc
Virginia
$643K +$19.1K +385 +3%
CT
1300
Columbia Trust
Oregon
$641K +$136K +2,735 +29%

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.