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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
AWM
1751
Affinity Wealth Management
Delaware
$235K +$1.74K +35 +0.8%
NFW
1752
Noble Family Wealth
Florida
$234K
ACA
1753
Affinity Capital Advisors
California
$234K -$45K -905 -17%
EWA
1754
Evolution Wealth Advisors
Florida
$234K -$7.7K -155 -3%
ST
1755
Sageworth Trust
Pennsylvania
$234K
Schroder Investment Management Group
1756
Schroder Investment Management Group
United Kingdom
$234K
AP
1757
Adero Partners
California
$232K
SF
1758
Slagle Financial
Illinois
$231K +$220K +4,420 New
IAM
1759
Innovis Asset Management
Illinois
$230K
WFA
1760
WestHill Financial Advisors
California
$230K -$1.24K -25 -0.6%
MSS
1761
Mitchell Sinkler & Starr
Pennsylvania
$229K +$6.21K +125 +3%
FFM
1762
Forum Financial Management
Illinois
$229K -$20.9K -420 -9%
FM
1763
Foster & Motley
Ohio
$228K
VBFG
1764
Vishria Bird Financial Group
Tennessee
$227K
AIS
1765
AM Investment Strategies
Tennessee
$227K +$216K +4,350 New
AWA
1766
Aletheian Wealth Advisors
Washington
$227K
SFM
1767
Signet Financial Management
New Jersey
$227K -$4.72K -95 -2%
SW
1768
SkyOak Wealth
Michigan
$226K -$12.4K -250 -5%
SVWAG
1769
Sound View Wealth Advisors Group
Georgia
$225K -$10.2K -205 -5%
FRA
1770
Frank Rimerman Advisors
California
$225K
BBW
1771
Blue Barn Wealth
Utah
$223K -$1.49K -30 -0.7%
FAM
1772
Formidable Asset Management
Ohio
$223K +$212K +4,260 New
CIP
1773
Capital Insight Partners
Arizona
$223K
DA
1774
Detalus Advisors
Missouri
$223K
LJAC
1775
L.J. Altfest & Co
New York
$222K +$497 +10 +0.2%

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.