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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
GSB
1976
Greenfield Savings Bank
Massachusetts
-$3.47M -69,300 Closed
LWMNY
1977
Landmark Wealth Management (New York)
New York
-$3.32M -66,305 Closed
NSB
1978
Norway Savings Bank
Maine
-$3.28M -65,645 Closed
USAA
1979
United Services Automobile Association
Texas
-$3.09M -61,710 Closed
RHP
1980
Royal Harbor Partners
Texas
-$2.03M -40,580 Closed
CI
1981
Cavalier Investments
Georgia
-$1.7M -33,975 Closed
Kovitz Investment Group Partners
1982
Kovitz Investment Group Partners
Illinois
-$927K -18,520 Closed
KF
1983
Krilogy Financial
Missouri
-$780K -15,585 Closed
FA
1984
Fiducient Advisors
Illinois
-$701K -14,010 Closed
JWWM
1985
Johnson & White Wealth Management
Pennsylvania
-$612K -12,230 Closed
BWM
1986
BCS Wealth Management
Tennessee
-$481K -9,615 Closed
VPIM
1987
Vanguard Personalized Indexing Management
California
-$443K -8,850 Closed
W
1988
WorthPointe
California
-$422K -8,425 Closed
BB
1989
Bell Bank
North Dakota
-$358K -7,150 Closed
CA
1990
Calton & Associates
Florida
-$354K -7,065 Closed
BCM
1991
Basso Capital Management
Connecticut
-$350K -7,000 Closed
CWM
1992
Concentrum Wealth Management
California
-$343K -6,860 Closed
WW
1993
Westshore Wealth
California
-$341K -6,815 Closed
DFG
1994
Delta Financial Group
New Jersey
-$317K -6,325 Closed
WF
1995
WoodTrust Financial
Wisconsin
-$312K -6,245 Closed
MAM
1996
Mystic Asset Management
Rhode Island
-$311K -6,225 Closed
TL
1997
Tradewinds LLC
North Carolina
-$303K -6,060 Closed
EP
1998
Edgestream Partners
New Jersey
-$291K -5,820 Closed
WA
1999
Wambolt & Associates
Colorado
-$285K -5,690 Closed
AWAG
2000
ARS Wealth Advisors Group
Florida
-$265K -5,305 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.