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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
IWP
1826
Icon Wealth Partners
Texas
$162K
HDIM
1827
Hanson & Doremus Investment Management
Vermont
$158K
FBC
1828
Fairfield, Bush & Co
Connecticut
$151K -$63.4K -1,275 -31%
CLOS
1829
Compagnie Lombard Odier SCmA
Switzerland
$151K +$143K +2,880 New
SA
1830
SRH Advisors
Kansas
$146K
4FG
1831
4Thought Financial Group
New York
$145K +$31.6K +635 +30%
CWP
1832
Concord Wealth Partners
Virginia
$144K +$6.96K +140 +5%
WWMSC
1833
Wagner Wealth Management (South Carolina)
South Carolina
$144K -$12.9K -260 -9%
OA
1834
Operose Advisors
Wisconsin
$138K +$497 +10 +0.4%
MIM
1835
MTM Investment Management
South Carolina
$138K -$28.3K -570 -18%
VWM
1836
Valley Wealth Managers
New Jersey
$136K -$1.24K -25 -1%
GKIM
1837
GW&K Investment Management
Massachusetts
$136K
ECM
1838
Elgethun Capital Management
South Dakota
$135K +$128K +2,580 New
FA
1839
Fiduciary Alliance
South Carolina
$131K +$124K +2,495 New
SC
1840
Steph & Co
Wisconsin
$130K -$12.2K -245 -9%
EWP
1841
Elevation Wealth Partners
California
$128K -$6.71K -135 -5%
SHIM
1842
Stone House Investment Management
Pennsylvania
$126K
BL
1843
Balentine LLC
Georgia
$126K -$10.9K -220 -8%
BC
1844
Barrett & Company
Rhode Island
$125K
EAM
1845
Eukles Asset Management
Ohio
$124K +$2.98K +60 +3%
CTWM
1846
Cherry Tree Wealth Management
Minnesota
$123K +$117K +2,360 New
PAIM
1847
Punch & Associates Investment Management
Minnesota
$119K +$6.21K +125 +6%
DCM
1848
Disciplina Capital Management
Tennessee
$115K
AC
1849
Asio Capital
Kentucky
$114K
BA
1850
Ballast Advisors
Minnesota
$112K

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.