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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
Toronto Dominion Bank
1626
Toronto Dominion Bank
Ontario, Canada
$313K
BO
1627
Bank OZK
Arkansas
$313K -$13.2K -265 -4%
HIP
1628
HUB Investment Partners
Texas
$313K +$297K +5,980 New
PFG
1629
PAX Financial Group
Texas
$312K +$10.4K +210 +4%
TF
1630
Trek Financial
Arizona
$311K +$295K +5,940 New
JC
1631
JB Capital
Connecticut
$310K +$3.98K +80 +1%
JC
1632
Jentner Corp
Ohio
$309K
PCM
1633
Princeton Capital Management
New Jersey
$308K
HC
1634
Hoese & Co
Minnesota
$307K +$13.4K +270 +5%
ACM
1635
AlphaStar Capital Management
North Carolina
$304K -$50.9K -1,025 -15%
MWM
1636
Madison Wealth Management
Ohio
$303K -$19.9K -400 -6%
CST
1637
Charles Schwab Trust
Nevada
$302K +$62.4K +1,255 +25%
Luther King Capital Management (LKCM)
1638
Luther King Capital Management (LKCM)
Texas
$301K
BSA
1639
Bull Street Advisors
Georgia
$300K
NCM
1640
Noesis Capital Mangement
Florida
$300K
FCFC
1641
First Commonwealth Financial Corp
Pennsylvania
$299K -$6.46K -130 -2%
AWM
1642
Aberdeen Wealth Management
Illinois
$299K
ACM
1643
Advance Capital Management
Michigan
$299K +$994 +20 +0.4%
GCA
1644
Gradient Capital Advisors
California
$299K
RWM
1645
Rockwood Wealth Management
Pennsylvania
$298K +$48.7K +980 +21%
GCA
1646
Greenwood Capital Associates
South Carolina
$298K -$78.8K -1,585 -22%
Simplex Trading
1647
Simplex Trading
Illinois
$296K -$839K -16,880 -75%
LOPW
1648
Live Oak Private Wealth
North Carolina
$296K +$8.45K +170 +3%
CAM
1649
Clark Asset Management
New Hampshire
$296K +$281K +5,655 New
NB
1650
Nicolet Bankshares
Wisconsin
$295K

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.