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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
FFA
1501
Founders Financial Alliance
North Carolina
$416K +$192K +3,855 +94%
KTA
1502
Keeley-Teton Advisors
Illinois
$415K
BFA
1503
Bill Few Associates
Pennsylvania
$414K -$57.9K -1,165 -13%
SRC
1504
Shufro Rose & Co
New York
$412K
PCI
1505
Planning Center Inc
Illinois
$411K +$391K +7,865 New
SLG
1506
Stanley-Laman Group
Pennsylvania
$411K -$105K -2,105 -21%
SCP
1507
Stevens Capital Partners
Nebraska
$410K -$14.4K -290 -4%
NCM
1508
NCM Capital Management
New Jersey
$409K -$12.4K -250 -3%
BWM
1509
Baystate Wealth Management
Massachusetts
$409K +$24.4K +490 +7%
HBT
1510
Hills Bank & Trust
Iowa
$407K
DP
1511
DDD Partners
Washington
$407K +$248 +5 +0.1%
WMA
1512
Wealth Management Associates
New Jersey
$406K -$5.71K -115 -1%
LAIC
1513
Lederer & Associates Investment Counsel
California
$405K
KAH
1514
Kathryn A. Hall
$403K
AC
1515
AWM Capital
Arizona
$401K
CWM
1516
Concentric Wealth Management
California
$400K -$85.7K -1,725 -18%
SCM
1517
Schnieders Capital Management
California
$400K -$3.23K -65 -0.8%
TFM
1518
TFC Financial Management
Massachusetts
$400K
BWM
1519
BCGM Wealth Management
Indiana
$399K +$121K +2,430 +47%
TW
1520
Transform Wealth
Colorado
$399K -$58.1K -1,170 -13%
VCP
1521
Verus Capital Partners
Arizona
$395K -$143K -2,875 -28%
LWCFA
1522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$395K -$40.8K -820 -10%
FPB
1523
First PREMIER Bank
South Dakota
$395K
TT
1524
TI-Trust
Illinois
$394K -$4.97K -100 -1%
FM
1525
Family Management
New York
$394K +$125K +2,515 +50%

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.