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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
HFS
151
HBC Financial Services
Washington
$41.9M +$216K +4,345 +0.6%
WPA
152
West Paces Advisors
Georgia
$41.7M +$1.3M +26,155 +3%
FMWA
153
Forvis Mazars Wealth Advisors
Missouri
$41M -$2.54M -51,010 -6%
GW
154
GW & Wade
Massachusetts
$40.9M +$957K +19,255 +3%
FCAS
155
First Command Advisory Services
Texas
$40.7M -$508K -10,220 -1%
Charles Schwab
156
Charles Schwab
California
$40.6M -$813K -16,365 -2%
CFG
157
CKW Financial Group
Hawaii
$40.5M -$46.2K -930 -0.1%
PP
158
PDS Planning
Ohio
$40M +$3.02M +60,700 +9%
CAI
159
Capital Advisors Inc
Oklahoma
$39.8M -$126K -2,530 -0.3%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$39.6M -$8.37M -168,435 -18%
GFG
161
GR Financial Group
Arizona
$39.5M +$20.9M +419,580 +125%
FBFS
162
First Business Financial Services
Wisconsin
$39.2M -$490K -9,860 -1%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38.8M +$1.26M +25,435 +4%
Rafferty Asset Management
164
Rafferty Asset Management
New York
$38.7M -$34.5K -695 -0.1%
T
165
TrueFG
Texas
$37.3M +$686K +13,795 +2%
EWM
166
Evermay Wealth Management
Virginia
$37.2M +$353K +7,105 +1%
BPA
167
Beacon Pointe Advisors
California
$36.9M +$10.1M +202,675 +40%
IAN
168
Integrated Advisors Network
Texas
$36.6M +$2.05M +41,245 +6%
JWA
169
JFS Wealth Advisors
Pennsylvania
$36.5M +$64.4K +1,295 +0.2%
Fiera Capital (Canada)
170
Fiera Capital (Canada)
Quebec, Canada
$36.1M +$498K +10,030 +1%
BWA
171
BDO Wealth Advisors
Florida
$36M +$513K +10,320 +2%
Lazard Asset Management
172
Lazard Asset Management
New York
$36M -$827K -16,630 -2%
MW
173
MBL Wealth
North Carolina
$35.5M +$614K +12,350 +2%
HW
174
Hancock Whitney
Mississippi
$34.8M -$5.83M -117,305 -15%
QCG
175
Quadrant Capital Group
Ohio
$34.7M -$230K -4,625 -0.7%

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.