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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
SWM
1951
Sanctuary Wealth Management
Idaho
$7.32K +$6.96K +140 New
CCM
1952
Copeland Capital Management
Pennsylvania
$6.73K +$5.96K +120 +1,200%
PP
1953
Pacifica Partners
Canada
$6.57K
ICM
1954
Islay Capital Management
Texas
$6.28K
TVWM
1955
Tower View Wealth Management
Wisconsin
$4K +$248 +5 +7%
LWA
1956
Lowe Wealth Advisors
Maryland
$3.66K
FFL
1957
Financial Freedom LLC
Ohio
$2.96K
IPW
1958
Impact Partnership Wealth
Georgia
$2.09K +$1.99K +40 New
C
1959
Covestor
United Kingdom
$1K -$1.24K -25 -50%
ACB
1960
Aristotle Capital Boston
Massachusetts
$542 -$994 -20 -67%
SIS
1961
Sound Income Strategies
Florida
$523 -$994 -20 -67%
EARNEST Partners
1962
EARNEST Partners
Georgia
$523 +$497 +10 New
Qube Research & Technologies (QRT)
1963
Qube Research & Technologies (QRT)
United Kingdom
$458 +$3.48K +70 New
FGAM
1964
Financial Gravity Asset Management
Texas
$104 +$24.1K +485 +32%
CYG
1965
Clean Yield Group
Vermont
$4
PFA
1966
Petra Financial Advisors
Colorado
-$13.7M -882,040 Closed
SPP
1967
Single Point Partners
Massachusetts
-$38.7M -773,790 Closed
CIA
1968
Capital Investment Advisors
Georgia
-$31.3M -625,935 Closed
TPSF
1969
Texas Permanent School Fund
Texas
-$27M -540,400 Closed
SL
1970
Systelligence LLC
Minnesota
-$12.6M -251,720 Closed
WS
1971
Wela Strategies
Georgia
-$12.2M -244,535 Closed
AWC
1972
Abundance Wealth Counselors
Pennsylvania
-$10.5M -210,080 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1973
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$10M -200,000 Closed
CAC
1974
Certified Advisory Corp
Florida
-$7.68M -153,600 Closed
FMP
1975
Financial Management Professionals
Texas
-$7.12M -142,325 Closed

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.