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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
SL
1926
Savior LLC
Massachusetts
$22.4K +$248 +5 +1%
DF
1927
DecisionPoint Financial
Arizona
$22K -$110K -2,220 -84%
LFA
1928
LGT Financial Advisors
Texas
$22K +$20.9K +420 New
HFS
1929
Hantz Financial Services
Michigan
$21K
CAM
1930
Costello Asset Management
Pennsylvania
$21K
MSFP
1931
Mark Sheptoff Financial Planning
Connecticut
$20.9K
SIC
1932
SJS Investment Consulting
Ohio
$20.1K -$7.46K -150 -28%
TWP
1933
TFO Wealth Partners
Ohio
$18.8K
IF
1934
Integrity Financial
Wyoming
$18.3K
RDIA
1935
RE Dickinson Investment Advisors
Iowa
$18K
FDCC
1936
Foster Dykema Cabot & Co
Massachusetts
$18K +$16.9K +340 New
AA
1937
AlphaMark Advisors
Kentucky
$17K +$16.2K +325 New
Amundi
1938
Amundi
France
$16.8K
CIA
1939
Cape Investment Advisory
Georgia
$16.5K
PWM
1940
Provident Wealth Management
Tennessee
$13.9K -$497 -10 -4%
MCM
1941
Mill Capital Management
North Carolina
$13.1K
2L
1942
25 LLC
Missouri
$12.9K
HR
1943
Howe & Rusling
New York
$11.8K +$11.2K +225 New
CSC
1944
Caldwell Sutter Capital
California
$11.5K +$10.9K +220 New
DWA
1945
Delos Wealth Advisors
Texas
$10.5K
CMP
1946
Coston McIsaac & Partners
Maine
$10K
FFC
1947
First Financial Corp
Indiana
$9.67K
GWM
1948
Grand Wealth Management
Michigan
$9.42K -$9.94K -200 -53%
BBPWM
1949
Blue Bell Private Wealth Management
Pennsylvania
$9.15K
VCM
1950
Vigilant Capital Management
Maine
$9K

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.