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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
MAM
1776
McLean Asset Management
Virginia
$222K
GWM
1777
Graybill Wealth Management
Illinois
$221K +$210K +4,225 New
RLIM
1778
Red Lighthouse Investment Management
New York
$219K -$3.98K -80 -2%
GG
1779
Golden Green
South Carolina
$218K -$745 -15 -0.4%
LWM
1780
Laidlaw Wealth Management
New York
$217K +$207K +4,155 New
CAM
1781
Covenant Asset Management
New Jersey
$217K
GWSG
1782
GPS Wealth Strategies Group
Colorado
$215K -$22.1K -445 -10%
PIFP
1783
Partners in Financial Planning
Virginia
$215K +$204K +4,110 New
CCM
1784
Chilton Capital Management
Texas
$214K -$4.97K -100 -2%
SL
1785
SWMG LLC
Texas
$214K +$204K +4,100 New
ML
1786
McAdam LLC
Pennsylvania
$213K -$10.2K -205 -5%
NCM
1787
Northwest Capital Management
Oregon
$213K -$1.99K -40 -1%
BP
1788
BBR Partners
New York
$213K +$202K +4,070 New
GLA
1789
Great Lakes Advisors
Illinois
$211K -$5.47K -110 -3%
MGIA
1790
Matthew Goff Investment Advisor
Texas
$211K
FRA
1791
Front Row Advisors
California
$210K
MHS
1792
M Holdings Securities
Oregon
$209K -$3.26M -65,635 -94%
FMTCOCP
1793
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$209K
CI
1794
Ceera Investments
Texas
$208K +$198K +3,975 New
GP
1795
Geneva Partners
Wisconsin
$207K +$197K +3,960 New
CWP
1796
Cyndeo Wealth Partners
Florida
$207K +$196K +3,950 New
MCM
1797
Mengis Capital Management
Oregon
$206K +$196K +3,935 New
FCIM
1798
Fairview Capital Investment Management
California
$206K +$196K +3,935 New
ECA
1799
Elevated Capital Advisors
Utah
$205K +$195K +3,920 New
FVWA
1800
Foster Victor Wealth Advisors
South Carolina
$205K +$196K +3,940 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.