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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
FHA
126
First Horizon Advisors
Tennessee
$51M -$288K -5,785 -0.6%
CCWA
127
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$50.4M +$22.4K +450 +0%
GIM
128
Goelzer Investment Management
Indiana
$49.9M +$611K +12,290 +1%
AF
129
Arrow Financial
New York
$49.4M +$1.01M +20,420 +2%
SWP
130
Stratos Wealth Partners
Ohio
$48.9M +$3.24M +65,185 +7%
WI
131
Wintrust Investments
Illinois
$48.3M +$251K +5,050 +0.5%
JFA
132
JNBA Financial Advisors
Minnesota
$48.2M +$1.74M +35,110 +4%
MWM
133
Modera Wealth Management
New Jersey
$47.5M +$17.1M +343,955 +61%
BP
134
Ballentine Partners
Massachusetts
$47.3M +$102K +2,050 +0.2%
BSB
135
Bangor Savings Bank
Maine
$47.2M +$125K +2,520 +0.3%
AI
136
Accredited Investors
Minnesota
$47.1M -$284K -5,720 -0.6%
IWC
137
Integrated Wealth Concepts
Massachusetts
$46.4M +$11.8M +237,765 +37%
PAG
138
Private Advisor Group
New Jersey
$46.1M +$101K +2,025 +0.2%
TAIM
139
TD Ameritrade Investment Management
Nebraska
$46.1M -$2.41M -48,510 -5%
CPIG
140
Chicago Partners Investment Group
Illinois
$45.8M +$2.6M +52,405 +7%
RWM
141
RKL Wealth Management
Pennsylvania
$45.6M +$1.58M +31,890 +4%
MGIA
142
Moneta Group Investment Advisors
Missouri
$44.3M +$4.76M +95,875 +13%
HSBC Holdings
143
HSBC Holdings
United Kingdom
$44.3M -$424K -8,530 -1%
AA
144
ALPS Advisors
Colorado
$44M +$135K +2,725 +0.3%
EH
145
Equitable Holdings
New York
$43.1M +$4.05M +81,420 +11%
BOS
146
Bank of Stockton
California
$43M -$2.22M -44,730 -5%
OIA
147
OneDigital Investment Advisors
Kansas
$43M -$246K -4,955 -0.6%
CA
148
Cetera Advisors
Colorado
$42.9M -$582K -11,715 -1%
HI
149
Horizon Investments
North Carolina
$42.5M -$39.6M -796,880 -49%
RWB
150
RMR Wealth Builders
New Jersey
$42.4M +$2.05M +41,175 +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.