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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
DIP
201
DT Investment Partners
Pennsylvania
$29.5M +$688K +13,840 +3%
AWS
202
Atria Wealth Solutions
New York
$29.2M -$509K -10,240 -2%
CWA
203
CJM Wealth Advisers
Virginia
$29.2M -$128K -2,585 -0.5%
BFA
204
Beaumont Financial Advisors
Massachusetts
$29.1M +$219K +4,400 +0.8%
ZB
205
Zions Bancorporation
Utah
$28.8M +$1.01M +20,225 +4%
AAS
206
Avantax Advisory Services
Texas
$28.5M +$648K +13,030 +2%
ETS
207
ESL Trust Services
New York
$28.5M -$34K -685 -0.1%
BFM
208
Boston Financial Management
Massachusetts
$27.6M -$183K -3,675 -0.7%
FAG
209
Financial Advisory Group
Texas
$27.6M +$675K +13,575 +3%
GL
210
Graypoint LLC
New York
$27.5M +$124K +2,505 +0.5%
CW
211
Connectus Wealth
Ohio
$27.4M -$11.1M -222,520 -30%
LBC
212
Lowe Brockenbrough & Co
Virginia
$27.4M +$603K +12,130 +2%
ECG
213
Edge Capital Group
Georgia
$27.4M +$180K +3,625 +0.7%
SWA
214
Sax Wealth Advisors
New Jersey
$27.3M +$272K +5,480 +1%
SWM
215
Spire Wealth Management
Virginia
$27.2M +$1.51M +30,340 +6%
RCA
216
Resonant Capital Advisors
Wisconsin
$27.2M -$2.32M -46,655 -8%
HI
217
Hudock Inc
Pennsylvania
$27.1M +$31.6K +635 +0.1%
PRA
218
Pine Ridge Advisers
New York
$26.9M +$905K +18,200 +4%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$26.5M -$180K -3,630 -0.7%
CTA
220
Chesley Taft & Associates
Illinois
$26.3M -$91.4K -1,840 -0.4%
DT
221
Diversified Trust
Tennessee
$25.7M +$835K +16,805 +4%
NFG
222
Nadler Financial Group
Illinois
$25.5M +$15.3M +307,500 +172%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$25.2M -$614K -12,355 -2%
EBT
224
Enterprise Bank & Trust
Massachusetts
$25.2M +$370K +7,450 +2%
DADC
225
D.A. Davidson & Co
Montana
$24.8M +$653K +13,135 +3%

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.