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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
FAM
1651
Family Asset Management
South Carolina
$294K +$248 +5 +0.1%
GSC
1652
Grey Street Capital
Illinois
$294K
AA
1653
Auxano Advisors
Washington
$294K
TBNY
1654
Trustco Bank (New York)
New York
$293K +$279K +5,605 New
MWM
1655
McNaughton Wealth Management
California
$293K
SLF
1656
Sun Life Financial
Ontario, Canada
$290K
PA
1657
Procyon Advisors
Connecticut
$290K +$10.9K +220 +4%
RJTCONH
1658
Raymond James Trust Company of New Hampshire
New Hampshire
$288K +$994 +20 +0.4%
BTW
1659
Boston Trust Walden
Massachusetts
$287K
CPA
1660
Capital Planning Advisors
California
$285K -$1.39M -27,990 -84%
SAM
1661
Strategy Asset Managers
California
$284K +$248 +5 +0.1%
FP
1662
Financial Perspectives
Minnesota
$284K +$1.49K +30 +0.6%
WIP
1663
WealthCare Investment Partners
Rhode Island
$284K
NIM
1664
Northeast Investment Management
Massachusetts
$283K +$269K +5,420 New
MPW
1665
Monterey Private Wealth
California
$282K +$18.9K +380 +8%
KWM
1666
KFG Wealth Management
Indiana
$282K +$44K +885 +20%
BWP
1667
Bernardo Wealth Planning
Pennsylvania
$281K -$38.5K -775 -13%
MWA
1668
Monograph Wealth Advisors
California
$280K
WPC
1669
White Pine Capital
Minnesota
$280K +$15.9K +320 +6%
SWM
1670
Segment Wealth Management
Texas
$279K
SWM
1671
Sugarloaf Wealth Management
Georgia
$279K -$33.8K -680 -11%
CF
1672
Convergence Financial
Missouri
$277K -$20.6K -415 -7%
IA
1673
Inspire Advisors
Idaho
$276K +$21.9K +440 +9%
RCM
1674
Requisite Capital Management
Texas
$276K
SWRP
1675
Summit Wealth & Retirement Planning
California
$276K

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.