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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
AI
1701
Auour Investments
Massachusetts
$261K +$248K +4,995 New
GFA
1702
Gallagher Fiduciary Advisors
Illinois
$261K -$39.5K -795 -14%
WAG
1703
Wallace Advisory Group
California
$261K
GA
1704
Greenspring Advisors
Maryland
$259K -$609K -12,245 -71%
LC
1705
Lavaca Capital
Texas
$259K +$12.2K +245 +5%
WP
1706
WMS Partners
Maryland
$258K -$1.24K -25 -0.5%
DBIA
1707
Dumont & Blake Investment Advisors
New Jersey
$258K +$248 +5 +0.1%
B
1708
Bellecapital
Switzerland
$257K
TI
1709
Tidal Investments
Wisconsin
$257K +$245K +4,925 New
HWP
1710
Heritage Wealth Partners
Ohio
$256K +$244K +4,900 New
OWM
1711
Orgel Wealth Management
Wisconsin
$253K
IAS
1712
Insigneo Advisory Services
Florida
$253K +$241K +4,840 New
CWS
1713
Cypress Wealth Services
California
$252K
LAM
1714
LifePro Asset Management
California
$252K +$240K +4,820 New
MM
1715
Main Management
California
$252K -$2.76M -55,535 -92%
IIC
1716
Integrated Investment Consultants
Michigan
$251K +$239K +4,800 New
KWM
1717
Keebeck Wealth Management
Illinois
$251K +$1.49K +30 +0.6%
BCM
1718
BTC Capital Management
Iowa
$250K
RWG
1719
Regal Wealth Group
California
$250K -$3.69M -74,320 -94%
TYCC
1720
Texas Yale Capital Corp
Florida
$249K +$248 +5 +0.1%
CRI
1721
Commonwealth Retirement Investments
Virginia
$249K
STA
1722
Summit Trail Advisors
New York
$248K -$44.2K -890 -16%
BMC
1723
Beaton Management Company
Massachusetts
$248K
ZIG
1724
Zuckerman Investment Group
Illinois
$248K
NB
1725
Northwest Bancshares
Pennsylvania
$247K +$235K +4,730 New

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.