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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.33B +$204M +4,113,170 +5%
Bank of America
2
Bank of America
North Carolina
$3.08B -$14.1M -283,960 -0.5%
Wells Fargo
3
Wells Fargo
California
$2.71B -$128M -2,569,940 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.36B +$42.3M +850,205 +2%
LPL Financial
5
LPL Financial
California
$1.96B +$29.1M +584,700 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$1.8B +$46.2M +930,185 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.77B -$5.93M -119,410 -0.4%
UBS Group
8
UBS Group
Switzerland
$1.14B +$18.3M +368,330 +2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.05B +$55.3M +1,111,785 +6%
BlackRock
10
BlackRock
New York
$953M -$158M -3,174,165 -15%
Northern Trust
11
Northern Trust
Illinois
$927M +$9.14M +184,005 +1%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$887M +$40.9M +822,990 +5%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$848M -$21M -423,455 -3%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$744M +$11.2M +226,055 +2%
RJA
15
Raymond James & Associates
Florida
$688M +$16M +322,290 +3%
Mariner
16
Mariner
Kansas
$539M +$18.2M +367,200 +4%
Goldman Sachs
17
Goldman Sachs
New York
$539M +$4.91M +98,700 +1%
CCA
18
Catalyst Capital Advisors
New York
$521M
MRC
19
Millburn Ridgefield Corp
New York
$521M
Financial Engines Advisors
20
Financial Engines Advisors
California
$502M +$373K +7,515 +0.1%
Ameriprise
21
Ameriprise
Minnesota
$489M -$18.7M -375,705 -4%
KeyBank National Association
22
KeyBank National Association
Ohio
$486M -$666K -13,395 -0.1%
AA
23
Acorns Advisers
California
$485M +$24.1M +485,495 +6%
Truist Financial
24
Truist Financial
North Carolina
$455M +$19M +382,595 +5%
RFC
25
Regions Financial Corp
Alabama
$393M +$1.66M +33,340 +0.4%

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.