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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
SCA
1801
Stonebridge Capital Advisors
Minnesota
$204K -$28.6K -575 -13%
CC
1802
Cypress Capital
Tennessee
$204K -$99.2K -1,995 -34%
CA
1803
CGN Advisors
Kansas
$203K +$193K +3,890 New
AA
1804
Addison Advisors
Vermont
$203K -$1.24K -25 -0.6%
TSW
1805
Thompson Siegel & Walmsley
Virginia
$203K -$24.4K -490 -11%
TWM
1806
Tolleson Wealth Management
Texas
$203K +$193K +3,880 New
CA
1807
Carson Advisory
Georgia
$203K -$21.4K -430 -10%
FAG
1808
Fortitude Advisory Group
Washington
$203K -$53.7K -1,080 -22%
CWM
1809
Chemistry Wealth Management
New York
$202K +$192K +3,860 New
GC
1810
Gratus Capital
Georgia
$202K +$192K +3,860 New
PAMG
1811
Patton Albertson Miller Group
Tennessee
$202K +$192K +3,855 New
SWG
1812
Summit Wealth Group
Vermont
$201K -$47.7M -959,265 -100%
ESBC
1813
E.S. Barr & Co
Kentucky
$201K +$191K +3,835 New
SWA
1814
Sutton Wealth Advisors
Florida
$200K +$41.3K +830 +28%
VCM
1815
Versant Capital Management
Arizona
$195K +$90.7K +1,825 +96%
RFA
1816
Register Financial Advisors
Georgia
$194K +$8.7K +175 +5%
CPG
1817
Cornerstone Planning Group
New Jersey
$193K +$183K +3,680 New
TCM
1818
TD Capital Management
Tennessee
$191K
DJSG
1819
D.J. St. Germain
Massachusetts
$185K +$176K +3,535 New
PCTC
1820
Perkins Coie Trust Company
Washington
$181K
JWM
1821
Janiczek Wealth Management
Colorado
$176K
PSB
1822
Piscataqua Savings Bank
New Hampshire
$169K
MHR
1823
Matthew Hamilton Rosenberg
$167K
KC
1824
Kenfarb & Co
Kentucky
$165K -$70.3K -1,415 -31%
GA
1825
GoalVest Advisory
New York
$165K +$112K +2,250 +250%

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.