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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
PGIM
1476
Pacific Global Investment Management
California
$431K
HPM
1477
Hoxton Planning & Management
West Virginia
$431K -$158K -3,185 -28%
IAS
1478
IMA Advisory Services
Colorado
$431K -$29.8K -600 -7%
TW
1479
TrinityPoint Wealth
Connecticut
$430K +$34.5K +695 +9%
KFA
1480
Kelleher Financial Advisors
New York
$430K
JHCP
1481
Jackson Hole Capital Partners
Oklahoma
$430K +$5.96K +120 +1%
AW
1482
Avion Wealth
Texas
$429K +$6.96K +140 +2%
WPP
1483
Whalerock Point Partners
Rhode Island
$427K
JPG
1484
Jordan Park Group
California
$426K
DI
1485
DAGCO Inc
Ohio
$426K -$4.97K -100 -1%
OAM
1486
Occidental Asset Management
California
$424K -$431K -8,670 -52%
BMM
1487
Buffington Mohr McNeal
Idaho
$423K -$95.4K -1,920 -19%
ICG
1488
InterOcean Capital Group
Tennessee
$423K +$37.3K +750 +10%
AC
1489
ASB Consultores
Florida
$420K +$200K +4,020 +100%
WP
1490
Westmount Partners
California
$420K +$497 +10 +0.1%
First Manhattan
1491
First Manhattan
New York
$420K -$248 -5 -0.1%
HWM
1492
Hohimer Wealth Management
Washington
$419K -$137K -2,755 -26%
SMA
1493
Seven Mile Advisory
New Jersey
$419K +$398K +8,005 New
PCG
1494
Prosperity Consulting Group
Maryland
$418K +$745 +15 +0.2%
HFS
1495
Haverford Financial Services
Pennsylvania
$418K
FSA
1496
Fort Sheridan Advisors
Illinois
$417K
MCA
1497
Martin Capital Advisors
Texas
$417K
LSA
1498
Lion Street Advisors
Texas
$417K +$36.5K +735 +11%
I
1499
INVST
Indiana
$416K -$572K -11,500 -59%
BG
1500
Benedetti & Gucer
Georgia
$416K -$73.6K -1,480 -16%

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.