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iShares Core S&P Mid-Cap ETF

1,962 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 116 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

119% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 53

12% more repeat investments, than reductions

Existing positions increased: 818 | Existing positions reduced: 728

3% more funds holding

Funds holding: 1,9141,962 (+48)

4% more capital invested

Capital invested by funds: $49.2B → $51.4B (+$2.18B)

0.18% less ownership

Funds ownership: 74.52%74.34% (-0.18%)

1% less funds holding in top 10

Funds holding in top 10: 331329 (-2)

Holders
1,962
Holders Change
+48
Holders Change %
+2.51%
% of All Funds
30.74%
Holding in Top 10
329
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.6%
% of All Funds
5.15%
New
116
Increased
818
Reduced
728
Closed
53
Calls
$35.9M
Puts
$8.21M
Net Calls
+$27.6M
Net Calls Change
+$20.9M

IJH Hedge Fund Activity: Q2 2023 in Review

1,962 of the 6,383 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 4.4% from $49.2B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new IJH positions and 53 closed out — a net gain of 63 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.

  • 1,962 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2023, up from 1,914 in Q1 2023.
  • Funds reported $51.4B of iShares Core S&P Mid-Cap ETF stock for Q2 2023, up 4.4% quarter-over-quarter.
  • 116 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2023 and 53 closed out, a net change of +63 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.