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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
SPWG
1576
Syntegra Private Wealth Group
Missouri
$342K -$136K -2,745 -30%
TSS
1577
Two Sigma Securities
New York
$342K -$494K -9,935 -60%
AWM
1578
Abound Wealth Management
Tennessee
$342K -$36.5K -735 -10%
BBA
1579
Braun-Bostich & Associates
Pennsylvania
$342K
CBT
1580
CoreFirst Bank & Trust
Kansas
$339K +$271K +5,450 +532%
MTC
1581
McDaniel Terry & Co
Texas
$337K
BP
1582
BCK Partners
New York
$335K -$119K -2,395 -27%
SVCP
1583
Silicon Valley Capital Partners
California
$334K +$745 +15 +0.2%
HWM
1584
Hemington Wealth Management
Virginia
$334K
FWA
1585
FSC Wealth Advisors
New York
$334K +$75K +1,510 +31%
SPI
1586
Sutton Place Investors
New York
$333K
FCAG
1587
First Capital Advisors Group
New Jersey
$333K
SIA
1588
SkyView Investment Advisors
New Jersey
$333K
ZCM
1589
Ziegler Capital Management
Illinois
$333K
TWM
1590
Tradition Wealth Management
Minnesota
$332K +$248 +5 +0.1%
PD
1591
Planning Directions
Pennsylvania
$332K +$994 +20 +0.3%
JSL
1592
JT Stratford LLC
Georgia
$331K +$22.4K +450 +8%
CA
1593
CapWealth Advisors
Tennessee
$331K
MFP
1594
Meridian Financial Partners
Virginia
$331K +$304K +6,125 New
STC
1595
Sarah T. Connolly
$331K
BFG
1596
Berger Financial Group
Minnesota
$330K
JPMIA
1597
J.P. Marvel Investment Advisors
Massachusetts
$329K
KC
1598
Kingfisher Capital
North Carolina
$329K +$994 +20 +0.3%
MSCM
1599
McElhenny Sheffield Capital Management
Texas
$329K -$72.8K -1,465 -19%
AWM
1600
Avaii Wealth Management
Wisconsin
$328K

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.