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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
PAM
1376
Peak Asset Management
Colorado
$552K +$4.72K +95 +0.9%
ERWM
1377
Elk River Wealth Management
Colorado
$548K -$47.2K -950 -8%
KWS
1378
Keystone Wealth Services
California
$548K +$248 +5 +0%
LSIA
1379
LaSalle St. Investment Advisors
Illinois
$546K +$67.1K +1,350 +15%
PCH
1380
PGIM Custom Harvest
New Jersey
$545K +$518K +10,425 New
HWA
1381
HHM Wealth Advisors
Tennessee
$545K +$33K +665 +7%
HWM
1382
Howard Wealth Management
Connecticut
$544K -$2.24K -45 -0.4%
FC
1383
Financial Consulate
Maryland
$543K -$39.3K -790 -7%
DTC
1384
Davidson Trust Company
Washington
$541K -$3.48K -70 -0.7%
ACP
1385
Aviance Capital Partners
Florida
$540K
AWA
1386
Arkadios Wealth Advisors
Georgia
$539K -$150K -3,010 -23%
IA
1387
Insight Advisors
Pennsylvania
$539K -$994 -20 -0.2%
TB
1388
Terril Brothers
Missouri
$537K
TW
1389
Towerpoint Wealth
California
$535K -$114K -2,290 -18%
MCM
1390
Mitchell Capital Management
Kansas
$532K +$31.3K +630 +7%
LSPW
1391
Lake Street Private Wealth
Illinois
$531K -$28.8K -580 -5%
CPC
1392
Consolidated Planning Corp
Georgia
$526K +$500K +10,055 New
DCM
1393
Dimension Capital Management
Florida
$526K
CT
1394
Clearstead Trust
Maine
$524K +$6.46K +130 +1%
CWP
1395
CFM Wealth Partners
Texas
$524K
CAM
1396
Carret Asset Management
New York
$523K +$51.9K +1,045 +12%
SBLIC
1397
Security Benefit Life Insurance Company
Kansas
$523K -$3.28M -66,000 -87%
PCM
1398
Palisade Capital Management
New Jersey
$523K +$73.6K +1,480 +17%
EP
1399
Eudaimonia Partners
Tennessee
$520K -$21.6K -435 -4%
FNB
1400
Farmers National Bank
Kentucky
$517K -$2.48K -50 -0.5%

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.