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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
FPCG
1401
Fort Pitt Capital Group
Pennsylvania
$516K -$163K -3,270 -25%
AP
1402
Arlington Partners
Alabama
$515K +$490K +9,850 New
AWM
1403
Aprio Wealth Management
Georgia
$515K -$69.6K -1,400 -12%
MAM
1404
Marquette Asset Management
Minnesota
$514K -$13.9K -280 -3%
BIAS
1405
Beacon Investment Advisory Services
New Jersey
$512K
GWANC
1406
Guardian Wealth Advisors (North Carolina)
North Carolina
$511K +$29.6K +595 +6%
TCWA
1407
Ten Capital Wealth Advisors
Washington
$511K +$447K +9,000 +1,139%
WEG
1408
World Equity Group
Illinois
$511K -$1.86M -37,355 -79%
NPP
1409
New Potomac Partners
Maryland
$509K -$3.98K -80 -0.8%
PWS
1410
Peterson Wealth Services
Utah
$509K -$11.9K -240 -2%
AIM
1411
Athena Investment Management
California
$505K
SAM
1412
SP Asset Management
California
$503K +$497 +10 +0.1%
FFP
1413
FourThought Financial Partners
Florida
$502K -$9.94K -200 -2%
NHC
1414
Nicholas Hoffman & Company
Georgia
$500K -$497 -10 -0.1%
MCM
1415
Mattern Capital Management
Colorado
$499K +$25.8K +520 +6%
EL
1416
EQ LLC
Washington
$499K +$248 +5 +0.1%
GA
1417
Geller Advisors
New York
$498K +$205K +4,120 +76%
BST
1418
Bath Savings Trust
Maine
$492K +$9.94K +200 +2%
CWM
1419
Collaborative Wealth Management
Florida
$490K -$5.47K -110 -1%
BCM
1420
Becker Capital Management
Oregon
$488K
4WM
1421
4J Wealth Management
Virginia
$485K +$17.9K +360 +4%
CWA
1422
Consilium Wealth Advisory
Texas
$484K
KFP
1423
KMG Fiduciary Partners
Ohio
$483K -$18.9K -380 -4%
MIC
1424
Meridian Investment Counsel
California
$483K
D
1425
Dentgroup
Louisiana
$481K +$248 +5 +0.1%

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.