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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
SBIA
1551
Sheaff Brock Investment Advisors
Indiana
$370K
SB
1552
Sunflower Bank
Texas
$370K
LA
1553
LexAurum Advisors
Kansas
$369K -$24.6K -495 -7%
FWP
1554
Falcon Wealth Planning
California
$367K
GKWIM
1555
Gerber Kawasaki Wealth & Investment Management
California
$366K +$64.9K +1,305 +23%
LMKC
1556
L.M. Kohn & Company
Ohio
$365K +$9.44K +190 +3%
ACI
1557
Alpha Cubed Investments
California
$362K +$52.4K +1,055 +18%
FCA
1558
Fortis Capital Advisors
Kansas
$361K -$206K -4,140 -38%
FLA
1559
Financial Life Advisors
Texas
$360K -$807K -16,240 -70%
MCCA
1560
Mill Creek Capital Advisors
Pennsylvania
$359K
GWM
1561
Greenhouse Wealth Management
Connecticut
$358K +$994 +20 +0.3%
HT
1562
Heritage Trust
Oklahoma
$358K -$55.9K -1,125 -14%
SAM
1563
Sawgrass Asset Management
Florida
$356K
CAM
1564
Concorde Asset Management
Michigan
$355K +$62.9K +1,265 +23%
WFAG
1565
Worth Financial Advisory Group
North Carolina
$355K -$1.99K -40 -0.6%
OIA
1566
Optimum Investment Advisors
Illinois
$354K
CAMG
1567
CWA Asset Management Group
Florida
$354K -$22.1K -445 -6%
FGG
1568
Financial Guidance Group
Florida
$352K
ACM
1569
Arlington Capital Management
Illinois
$352K -$374K -7,520 -53%
CFAM
1570
Center For Asset Management
Florida
$352K +$335K +6,735 New
FB
1571
First Bancorp
Maine
$351K +$26.6K +535 +9%
FWI
1572
Facet Wealth Inc
Maryland
$349K -$12.7K -255 -4%
MFG
1573
Mendota Financial Group
Wisconsin
$348K -$179K -3,605 -35%
NAS
1574
Nicolet Advisory Services
Wisconsin
$346K +$101K +2,040 +44%
HBW
1575
Hazlett, Burt & Watson
West Virginia
$344K -$38K -765 -11%

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.