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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
NEWAS
2001
N.E.W. Advisory Services
Wisconsin
-$246K -4,915 Closed
C
2002
CEDRUS
Colorado
-$245K -4,885 Closed
CW
2003
Channel Wealth
California
-$243K -4,850 Closed
VBWMG
2004
Von Berge Wealth Management Group
California
-$242K -4,835 Closed
PNC
2005
Park National Corp
Ohio
-$238K -4,755 Closed
SCI
2006
Stableford Capital II
Arizona
-$212K -4,380 Closed
OWM
2007
OneAscent Wealth Management
Alabama
-$204K -4,070 Closed
MPI
2008
Mairs & Power Inc
Minnesota
-$202K -4,045 Closed
SC
2009
Saiph Capital
New Jersey
-$202K -4,030 Closed
LNWTC
2010
Laird Norton Wetherby Trust Company
Washington
-$201K -4,010 Closed
SSC
2011
Syverson Strege & Co
Iowa
-$172K -3,445 Closed
WIM
2012
WealthPlan Investment Management
Nebraska
-$25.5K -510 Closed
AWM
2013
Accel Wealth Management
Iowa
-$22.3K -445 Closed
RF
2014
Robbins Farley
New Hampshire
-$17.3K -345 Closed
WAG
2015
Windsor Advisory Group
Ohio
-$13.9K -275 Closed
APW
2016
Atlantic Private Wealth
North Carolina
-$10.8K -215 Closed
SGC
2017
Slocum, Gordon & Co
Rhode Island
-$9.26K -185 Closed
TWA
2018
TCI Wealth Advisors
Arizona
-$7.5K -150 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.