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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
1851
Aspire Wealth Management
Massachusetts
$110K
WB
1852
Webster Bank
Connecticut
$110K
SFCL
1853
Strengthening Families & Communities LLC
Massachusetts
$109K +$248 +5 +0.2%
SN
1854
Sittner & Nelson
Oregon
$109K +$15.7K +315 +18%
WBC
1855
West Branch Capital
Massachusetts
$108K
WIM
1856
Westside Investment Management
California
$107K
TC
1857
Trust Company
Kansas
$107K
RMC
1858
Resources Management Corp
Connecticut
$107K +$27.6K +555 +37%
MFA
1859
Morling Financial Advisors
California
$106K +$497 +10 +0.5%
KFP
1860
KB Financial Partners
New Jersey
$105K
AWM
1861
Angeles Wealth Management
California
$105K
PWMG
1862
Prestige Wealth Management Group
New Jersey
$104K
SMA
1863
Sage Mountain Advisors
Georgia
$104K +$37.3K +750 +60%
CMBA
1864
C.M. Bidwell & Associates
Hawaii
$104K
CAM
1865
Chesapeake Asset Management
New York
$102K
MFA
1866
McClarren Financial Advisors
Pennsylvania
$101K +$15.2K +305 +19%
NFSG
1867
Newbridge Financial Services Group
Florida
$98.9K -$26.3K -530 -22%
MRCM
1868
M&R Capital Management
New Jersey
$98.2K
YDMI
1869
Y.D. More Investments
Israel
$96.5K +$91.7K +1,845 New
HIIFS
1870
Harel Insurance Investments & Financial Services
Israel
$92K
KFS
1871
Kelly Financial Services
Massachusetts
$88.6K -$11.7K -235 -12%
GFPC
1872
Global Financial Private Client
Florida
$86.5K +$82K +1,650 New
CAS
1873
Coppell Advisory Solutions
Texas
$84.5K +$80.8K +1,625 New
AWM
1874
AllSquare Wealth Management
New York
$84.3K
BCM
1875
Bourgeon Capital Management
Connecticut
$83.4K

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.