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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
RIL
1726
Rothschild Investment LLC
Illinois
$247K +$235K +4,720 New
RFA
1727
Resurgent Financial Advisors
Georgia
$247K +$6.71K +135 +3%
AP
1728
Americana Partners
Texas
$246K +$234K +4,710 New
PO
1729
Private Ocean
California
$246K
MFWP
1730
Mosaic Family Wealth Partners
Missouri
$246K -$3.73K -75 -2%
API
1731
Advisor Partners II
California
$246K -$196K -3,940 -45%
LA
1732
LVW Advisors
New York
$245K +$1.24K +25 +0.5%
GIA
1733
Goodwin Investment Advisory
Georgia
$244K +$29.1K +585 +14%
CCMI
1734
Creative Capital Management Investments
California
$243K
MFS
1735
Madrona Financial Services
Washington
$242K -$4.22K -85 -2%
FCM
1736
Fortis Capital Management
Washington
$241K +$8.95K +180 +4%
HFS
1737
Heritage Financial Services
Massachusetts
$241K -$5.96K -120 -3%
CCA
1738
Column Capital Advisors
Indiana
$240K
AOWM
1739
Alpha Omega Wealth Management
Virginia
$240K +$2.48K +50 +1%
SL
1740
Sentry LLC
Tennessee
$239K
CFGSD
1741
Compass Financial Group (South Dakota)
South Dakota
$239K
RWS
1742
Resolute Wealth Strategies
Mississippi
$239K +$497 +10 +0.2%
GIP
1743
Granite Investment Partners
California
$238K
SWM
1744
Seed Wealth Management
Illinois
$238K
SRWM
1745
Shira Ridge Wealth Management
California
$237K +$16.9K +340 +8%
DWM
1746
Denver Wealth Management
Colorado
$236K +$20.6K +415 +10%
MHWM
1747
Montz Harcus Wealth Management
Louisiana
$236K +$497 +10 +0.2%
NRG
1748
Nemes Rush Group
Michigan
$236K +$224K +4,510 New
HPIA
1749
Hamilton Point Investment Advisors
North Carolina
$235K
PPW
1750
Parcion Private Wealth
Washington
$235K -$340K -6,835 -60%

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.