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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
BCP
1526
Berkeley Capital Partners
Georgia
$394K +$60.1K +1,210 +19%
SAM
1527
Selway Asset Management
$392K
IWA
1528
Intercontinental Wealth Advisors
Texas
$392K
PI
1529
PFG Investments
New York
$388K -$110K -2,205 -23%
RB
1530
Renasant Bank
Mississippi
$387K -$744K -14,975 -67%
BTI
1531
Blue Trust Inc
Georgia
$387K -$270K -5,425 -41%
RFWA
1532
RPg Family Wealth Advisory
Massachusetts
$387K -$23.6K -475 -6%
RRCM
1533
Rappaport Reiches Capital Management
Illinois
$386K +$13.2K +265 +4%
FPCP
1534
Fort Point Capital Partners
California
$384K +$35K +705 +11%
JFG
1535
JMG Financial Group
Illinois
$384K +$7.95K +160 +2%
RBFC
1536
Roman Butler Fullerton & Co
Missouri
$384K +$248 +5 +0.1%
AWA
1537
Alta Wealth Advisors
Massachusetts
$382K -$2.48K -50 -0.7%
ES
1538
Eagle Strategies
New York
$381K -$271K -5,455 -43%
PIA
1539
Powell Investment Advisors
Florida
$380K -$98.4K -1,980 -21%
MIAS
1540
Mason Investment Advisory Services
Virginia
$379K
WG
1541
Welch Group
Alabama
$377K -$6.46K -130 -2%
VCAM
1542
Van Cleef Asset Management
Ohio
$377K +$21.4K +430 +6%
ASBI
1543
American State Bank (Iowa)
Iowa
$377K +$1.24K +25 +0.3%
EA
1544
Eudaimonia Advisors
Tennessee
$376K +$3.73K +75 +1%
SFO
1545
Stokes Family Office
Louisiana
$376K
MPCL
1546
My Personal CFO LLC
Washington
$375K +$3.98K +80 +1%
CFO
1547
Custos Family Office
Texas
$375K +$248 +5 +0.1%
DWM
1548
Defined Wealth Management
Oregon
$374K -$248 -5 -0.1%
FWM
1549
Focused Wealth Management
New York
$373K +$1.74K +35 +0.5%
ME
1550
McIlrath & Eck
Washington
$371K +$62.6K +1,260 +22%

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.