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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
LOIP
1876
Live Oak Investment Partners
Texas
$79.2K
Bank Julius Baer & Co
1877
Bank Julius Baer & Co
Switzerland
$77K -$2.27M -45,630 -97%
PP
1878
PrairieView Partners
Minnesota
$77K
LWP
1879
Lumature Wealth Partners
Georgia
$75.3K
HWA
1880
Heritage Wealth Advisors
Virginia
$74.5K +$8.7K +175 +14%
EBA
1881
Eagle Bay Advisors
New York
$73K -$199K -4,000 -74%
LFG
1882
Larson Financial Group
Missouri
$71.7K -$994 -20 -1%
RBC
1883
Roble Belko & Company
Pennsylvania
$67K +$248 +5 +0.4%
MWA
1884
Moser Wealth Advisors
Washington
$66.7K +$63.4K +1,275 New
FCMT
1885
Founders Capital Management (Texas)
Texas
$66.5K
PP
1886
PFS Partners
New Jersey
$60.7K +$47.2K +950 +452%
WOC
1887
West Oak Capital
California
$60.1K
BCMLT
1888
Beacon Capital Management LLC (Tennessee)
Tennessee
$57.5K -$30.3K -610 -36%
CWA
1889
Clearview Wealth Advisors
Oregon
$57.4K +$248 +5 +0.5%
OIS
1890
Okabena Investment Services
Minnesota
$57.3K +$53.7K +1,080 +7,200%
BCM
1891
Blume Capital Management
California
$55.7K
JFG
1892
JDM Financial Group
Texas
$54.9K
RWPA
1893
Richard W. Paul & Associates
Michigan
$52.6K -$3.23K -65 -6%
AssetMark Inc
1894
AssetMark Inc
California
$51.3K -$4.47K -90 -8%
LFA
1895
Level Financial Advisors
New York
$51.3K
FFA
1896
Fairfield Financial Advisors
Massachusetts
$51.2K
ACA
1897
Atlas Capital Advisors
Wyoming
$48.9K
IBOK
1898
Independence Bank of Kentucky
Kentucky
$45.8K +$6.21K +125 +17%
GCM
1899
Gables Capital Management
Florida
$43.4K +$16.4K +330 +66%
NL
1900
NVWM LLC
Pennsylvania
$42.4K +$40.3K +810 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.