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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
BSWA
1901
Bromfield Sneider Wealth Advisors
Massachusetts
$42K +$248 +5 +0.6%
CWM
1902
Compass Wealth Management
Connecticut
$41.1K
BAM
1903
Bellevue Asset Management
Washington
$39.2K
DWA
1904
Dougherty Wealth Advisers
Minnesota
$38.2K
EA
1905
Evolution Advisers
Virginia
$38K +$8.45K +170 +30%
POIA
1906
Pin Oak Investment Advisors
Texas
$36K
IRC
1907
Investors Research Corp
Georgia
$34.8K
RCM
1908
Rain Capital Management
Oregon
$33.9K +$248 +5 +0.8%
TWD
1909
True Wealth Design
Ohio
$32.7K
TFA
1910
Toth Financial Advisory
Virginia
$31.6K
BCV
1911
Banque Cantonale Vaudoise
Switzerland
$31K
LFA
1912
Legend Financial Advisors
Pennsylvania
$30.9K -$14.4K -290 -33%
SFC
1913
SYM Financial Corp
Indiana
$30.6K +$29.1K +585 New
KFO
1914
Kopp Family Office
Minnesota
$30K
BAM
1915
Byrne Asset Management
New Jersey
$29K
SIS
1916
Strategic Investment Solutions
Illinois
$26.9K
RWML
1917
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$26.1K -$49.7K -1,000 -67%
ACM
1918
Antonetti Capital Management
Florida
$26.1K
FCT
1919
First Community Trust
Iowa
$26.1K
SFG
1920
Steward Financial Group
Texas
$26K +$24.9K +500 New
HCP
1921
Hexagon Capital Partners
Arkansas
$24.3K
ODG
1922
O'Dell Group
Ohio
$24.3K +$23.1K +465 New
MAWA
1923
Moss Adams Wealth Advisors
Washington
$23.8K -$10.4K -210 -32%
DAM
1924
Delta Asset Management
Tennessee
$23.8K
AAP
1925
Arax Advisory Partners
Colorado
$22.6K +$248 +5 +1%

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.