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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
WCP
1451
Wick Capital Partners
Pennsylvania
$451K +$745 +15 +0.2%
AC
1452
AlphaCore Capital
California
$450K +$185K +3,730 +76%
WAM
1453
WNY Asset Management
New York
$450K +$4.22K +85 +1%
AFG
1454
Albion Financial Group
Utah
$450K -$42.5K -855 -9%
MAC
1455
Mason & Associates (California)
California
$449K
RW
1456
RVW Wealth
California
$448K +$89.2K +1,795 +26%
PWP
1457
Perfromance Wealth Partners
Illinois
$443K -$80.5K -1,620 -16%
HFAS
1458
Hummer Financial Advisory Services
Illinois
$442K
DL
1459
DOHJ LLC
Washington
$442K -$7.21K -145 -2%
ICM
1460
IMS Capital Management
Oregon
$442K +$46.5K +935 +12%
IIC
1461
Ironwood Investment Counsel
Arizona
$441K
RFG
1462
Range Financial Group
Oregon
$441K -$1.12M -22,460 -73%
MBFW
1463
Morton Brown Family Wealth
Pennsylvania
$440K +$1.74K +35 +0.4%
SIAP
1464
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$440K +$5.47K +110 +1%
SRC
1465
Sage Rhino Capital
California
$439K
CP
1466
Capital Planning
Washington
$439K
SFP
1467
Strategic Financial Partners
Oregon
$438K -$15.2K -305 -4%
EHC
1468
Everett Harris & Co
California
$437K -$113K -2,270 -21%
FANJ
1469
Financial Architects (New Jersey)
New Jersey
$437K -$96.9K -1,950 -19%
LCM
1470
LVM Capital Management
Michigan
$437K
CCMG
1471
Clark Capital Management Group
Pennsylvania
$437K -$64.4K -1,295 -13%
EWM
1472
Executive Wealth Management
Michigan
$435K -$18.6K -375 -4%
CSWM
1473
Cassady Schiller Wealth Management
Ohio
$433K
1WA
1474
180 Wealth Advisors
Washington
$432K -$2.24K -45 -0.5%
MS
1475
Madden Securities
Texas
$432K +$197K +3,970 +92%

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.