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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
OBWG
1601
Onyx Bridge Wealth Group
New York
$328K -$4.22K -85 -1%
AA
1602
Ashford Advisors
New York
$327K
ERIM
1603
Eagle Ridge Investment Management
Connecticut
$327K +$1.99K +40 +0.6%
Fayez Sarofim & Co
1604
Fayez Sarofim & Co
Texas
$327K +$311K +6,250 New
FA
1605
Faithward Advisors
Pennsylvania
$326K -$78.3K -1,575 -20%
NAS
1606
NWF Advisory Services
California
$324K
LIA
1607
LS Investment Advisors
Michigan
$323K -$31.3K -630 -9%
OLVIG
1608
Oliver Lagore Vanvalin Investment Group
Michigan
$323K +$307K +6,170 New
ADL
1609
Asset Dedication LLC
California
$322K +$21.9K +440 +8%
AL
1610
ADE LLC
Maryland
$322K -$6.21K -125 -2%
TAM
1611
Tucker Asset Management
Colorado
$321K
ACM
1612
Ardent Capital Management
Ohio
$321K +$83.2K +1,675 +38%
ZIC
1613
ZWJ Investment Counsel
Georgia
$319K -$17.4K -350 -5%
AGC
1614
Aspen Grove Capital
Colorado
$319K
IWP
1615
IAG Wealth Partners
Wisconsin
$319K
VCM
1616
Vivaldi Capital Management
Illinois
$319K -$543K -10,920 -64%
AIC
1617
Archer Investment Corporation
Indiana
$318K +$8.95K +180 +3%
GFG
1618
Greystone Financial Group
Michigan
$317K -$166K -3,350 -36%
PCS
1619
Personal CFO Solutions
New Jersey
$317K -$86.7K -1,745 -22%
CCT
1620
Capital City Trust
Florida
$316K -$52.2K -1,050 -15%
GI
1621
Gradient Investments
Minnesota
$316K +$19.6K +395 +7%
WAL
1622
W Advisors LLC
Tennessee
$315K
PWM
1623
Paulson Wealth Management
Illinois
$315K -$2.73K -55 -0.9%
GWM
1624
Gray Wealth Management
Maine
$315K
PGAM
1625
Princeton Global Asset Management
New Jersey
$314K

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.