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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
CA
176
Crewe Advisors
Utah
$34.6M +$1.15M +23,055 +4%
AWM
177
AE Wealth Management
Kansas
$34.5M +$2.66M +53,425 +9%
MFG
178
Magnus Financial Group
New York
$33.9M +$705K +14,190 +2%
GBT
179
Grove Bank & Trust
Florida
$33.6M +$990K +19,915 +3%
State of Wisconsin Investment Board
180
State of Wisconsin Investment Board
Wisconsin
$33.5M +$1.57M +31,600 +5%
VOYA Investment Management
181
VOYA Investment Management
Georgia
$33.4M +$5.12M +103,010 +19%
RIS
182
Retirement Income Solutions
Michigan
$33M +$730K +14,685 +2%
PGA
183
Portland Global Advisors
Maine
$32.9M +$1.38M +27,705 +5%
HG
184
Harbor Group
New Hampshire
$32.7M +$995K +20,025 +3%
TF
185
TimeScale Financial
Massachusetts
$32.3M +$50.7K +1,020 +0.2%
PI
186
PFS Investments
Georgia
$32.2M -$6.51M -131,035 -18%
NEPPG
187
New England Professional Planning Group
Rhode Island
$32M -$599K -12,060 -2%
SFS
188
Summit Financial Strategies
Ohio
$31.7M -$59.9K -1,205 -0.2%
Jane Street
189
Jane Street
New York
$31.6M +$30M +603,530 New
PWLP
190
Prio Wealth Limited Partnership
Massachusetts
$31.4M -$1.01M -20,250 -3%
CG
191
Colony Group
Massachusetts
$31.4M +$31.1K +625 +0.1%
CA
192
Clearstead Advisors
Ohio
$31.4M +$3.27M +65,780 +12%
NA
193
Nottingham Advisors
New York
$31.3M +$1.81M +36,410 +6%
JIC
194
Johnson Investment Counsel
Ohio
$31.1M +$43K +865 +0.1%
W
195
Wealthquest
Ohio
$31M -$1.04M -20,950 -3%
AWE
196
Avidian Wealth Enterprises
Texas
$30.9M -$1.6M -32,240 -5%
FNBT
197
FineMark National Bank & Trust
Florida
$30.6M +$1.9M +38,315 +7%
AF
198
Allworth Financial
California
$30.4M +$277K +5,570 +1%
FBB
199
Fulton Breakefield Broenniman
Maryland
$30.1M +$1.19M +23,955 +4%
SL
200
Salomon & Ludwin
Virginia
$29.8M -$190K -3,830 -0.7%

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.