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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
DWA
1676
Douglass Winthrop Advisors
New York
$276K
SF
1677
Safeguard Financial
Wisconsin
$275K +$33.5K +675 +15%
AP
1678
Atwood & Palmer
Missouri
$274K +$107K +2,145 +69%
SFG
1679
Sunburst Financial Group
Alabama
$272K -$136K -2,740 -34%
EA
1680
Ellsworth Advisors
Ohio
$271K +$497 +10 +0.2%
NP
1681
NorthRock Partners
Minnesota
$271K -$5.22K -105 -2%
SCP
1682
Sandhill Capital Partners
New York
$271K -$32.6K -655 -11%
VWA
1683
Visionary Wealth Advisors
Illinois
$270K -$3.98K -80 -2%
LB
1684
Legacy Bridge
Iowa
$269K +$157K +3,150 +158%
CAM
1685
Crestone Asset Management
Colorado
$269K
SWIG
1686
Strategic Wealth Investment Group
Kentucky
$269K -$39.8K -800 -13%
DCM
1687
Donaldson Capital Management
Indiana
$268K -$28.6K -575 -10%
FNBTCON
1688
First National Bank & Trust Co of Newtown
Pennsylvania
$268K +$27.3K +550 +12%
BAM
1689
BOS Asset Management
Illinois
$268K
CDH
1690
Charles D. Hyman
$266K +$17.1K +345 +7%
JJBC
1691
James J. Burns & Company
New York
$264K -$11.2K -225 -4%
APW
1692
Aurora Private Wealth
New Jersey
$264K +$745 +15 +0.3%
AA
1693
Aufman Associates
Pennsylvania
$264K
WTA
1694
Washington Trust Advisors
Massachusetts
$264K
BHPW
1695
Beverly Hills Private Wealth
California
$263K +$245K +4,920 New
HAIM
1696
Hunter Associates Investment Management
Pennsylvania
$263K
NAMP
1697
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$263K
BFA
1698
Bluestem Financial Advisors
Illinois
$262K -$14.7K -295 -6%
APWA
1699
Atlas Private Wealth Advisors
New Jersey
$262K +$248K +5,000 New
BAM
1700
Bosun Asset Management
Illinois
$261K

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.