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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
EDRH
1326
Edmond de Rothschild Holding
Switzerland
$614K
KA
1327
Kooman & Associates
Pennsylvania
$614K +$19.9K +400 +4%
FPWM
1328
FSB Premier Wealth Management
Iowa
$610K -$30.3K -610 -5%
PPW
1329
Presilium Private Wealth
Pennsylvania
$606K -$2.98K -60 -0.5%
CIS
1330
Connors Investor Services
Pennsylvania
$606K +$576K +11,585 New
FNBSF
1331
First National Bank Sioux Falls
South Dakota
$605K +$575K +11,575 New
OPWM
1332
Oakwell Private Wealth Management
Texas
$603K
BOPW
1333
Brandywine Oak Private Wealth
Pennsylvania
$600K
RI
1334
Ridgewood Investments
New Jersey
$599K
OPWM
1335
Oxinas Partners Wealth Management
Indiana
$596K
MWM
1336
Maripau Wealth Management
Indiana
$595K +$48.2K +970 +9%
RIA
1337
Realta Investment Advisors
Delaware
$594K +$1.99K +40 +0.4%
CPSC
1338
Carl P. Sherr & Co
Massachusetts
$593K
PWA
1339
Peterson Wealth Advisors
Utah
$593K -$11.7K -235 -2%
DBT
1340
Dubuque Bank & Trust
Iowa
$590K -$44.5K -895 -7%
DP
1341
Dearborn Partners
Illinois
$590K +$99.4K +2,000 +22%
GIA
1342
Guyasuta Investment Advisors
Pennsylvania
$586K
MWM
1343
Merriman Wealth Management
Washington
$586K +$20.9K +420 +4%
ZIG
1344
Zullo Investment Group
Pennsylvania
$585K +$1.24K +25 +0.2%
OAM
1345
Oak Asset Management
California
$583K
CCP
1346
Clarkston Capital Partners
Michigan
$582K
RG
1347
Retirement Group
California
$581K +$11.4K +230 +2%
SAM
1348
Summit Asset Management
Tennessee
$579K +$15.4K +310 +3%
SWM
1349
SFG Wealth Management
Maryland
$579K +$8.7K +175 +2%
WAM
1350
Weatherly Asset Management
California
$577K -$42.2K -850 -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.