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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
FDCDDQ
1301
Federation des caisses Desjardins du Quebec
Quebec, Canada
$639K -$23.6K -475 -4%
TCA
1302
Transcend Capital Advisors
New Jersey
$637K +$1.74K +35 +0.3%
PP
1303
Patten & Patten
Tennessee
$637K
BWP
1304
Baldwin Wealth Partners
Massachusetts
$637K
PL
1305
Plancorp LLC
Missouri
$636K
MSFS
1306
Main Street Financial Solutions
Pennsylvania
$636K -$6.46K -130 -1%
OSAM
1307
O'Shaughnessy Asset Management
Connecticut
$632K +$25.1K +505 +4%
SWM
1308
SeaCrest Wealth Management
New York
$632K -$1.74K -35 -0.3%
HWM
1309
Horizons Wealth Management
North Carolina
$631K -$14.4K -290 -2%
ARIS
1310
Advanced Research Investment Solutions
California
$630K +$599K +12,055 New
FHC
1311
First Heartland Consultants
Missouri
$630K +$66.1K +1,330 +12%
PMFA
1312
Plante Moran Financial Advisors
Michigan
$630K -$304K -6,110 -34%
VWM
1313
Venturi Wealth Management
Texas
$626K +$255K +5,135 +75%
PWM
1314
Prosperity Wealth Management
California
$625K -$238K -4,780 -29%
CRI
1315
Colonial River Investments
Virginia
$625K -$256K -5,145 -30%
LDB
1316
Lee, Danner & Bass
Tennessee
$624K
IDA
1317
Intelligence Driven Advisers
California
$623K
T
1318
TRUADVICE
Florida
$622K +$582K +11,705 New
RZH
1319
Relyea Zuckerberg Hanson
Connecticut
$621K +$1.74K +35 +0.3%
GAM
1320
Gemmer Asset Management
California
$620K +$10.9K +220 +2%
BFA
1321
Bragg Financial Advisors
North Carolina
$620K -$3.98K -80 -0.7%
SHA
1322
Seneca House Advisors
Virginia
$617K +$5.47K +110 +0.9%
WLPWM
1323
Walled Lake Planning & Wealth Management
Illinois
$616K +$1.99K +40 +0.3%
ECM
1324
EagleClaw Capital Management
Massachusetts
$616K
SNB
1325
Security National Bank
Nebraska
$616K +$6.96K +140 +1%

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.