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iShares Core S&P Mid-Cap ETF

2,004 hedge funds and large institutions have $54.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 146 funds opening new positions, 834 increasing their positions, 701 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

216% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $8.76M

92% more first-time investments, than exits

New positions opened: 146 | Existing positions closed: 76

19% more repeat investments, than reductions

Existing positions increased: 834 | Existing positions reduced: 701

12.67% more ownership

Funds ownership: 371.6%384.28% (+13%)

6% more capital invested

Capital invested by funds: $51.4B → $54.2B (+$2.85B)

2% more funds holding

Funds holding: 1,9602,004 (+44)

1% less funds holding in top 10

Funds holding in top 10: 329327 (-2)

Holders
2,004
Holders Change
+44
Holders Change %
+2.24%
% of All Funds
31.8%
Holding in Top 10
327
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.19%
New
146
Increased
834
Reduced
701
Closed
76
Calls
$27.7M
Puts
$8.76M
Net Calls
+$18.9M
Net Calls Change
-$8.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$136M -$4.47M -85,295 -3%
BIM
52
Bridges Investment Management
Nebraska
$129M -$2.4M -45,760 -2%
HTC
53
Haverford Trust Company
Pennsylvania
$126M -$4.83M -92,215 -4%
UB
54
UMB Bank
Missouri
$126M -$876K -16,720 -0.7%
RMDI
55
R.M. Davis Inc
Maine
$124M +$5.64M +107,590 +5%
LI
56
LVZ Inc
Michigan
$121M -$6.38M -121,780 -5%
GT
57
Greenleaf Trust
Michigan
$118M +$3.42M +65,210 +3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$117M +$99.8M +1,904,215 +431%
CCFCSB
59
Cape Cod Five Cents Savings Bank
Massachusetts
$115M +$60.2M +1,148,150 +100%
SSB
60
Sandy Spring Bank
Maryland
$114M -$167K -3,185 -0.1%
SHGA
61
Sand Hill Global Advisors
California
$110M -$2.55M -48,715 -2%
TIAA Trust, National Association
62
TIAA Trust, National Association
North Carolina
$105M +$110M +2,105,565 New
JMPWA
63
JP Morgan Private Wealth Advisors
California
$105M -$9.2M -175,485 -8%
FLPIM
64
F.L. Putnam Investment Management
Massachusetts
$104M +$7.65M +145,900 +7%
Jones Financial Companies
65
Jones Financial Companies
Missouri
$104M -$326K -6,225 -0.3%
SOMRS
66
State of Michigan Retirement System
Michigan
$101M -$3.09M -59,000 -3%
APCM
67
Alaska Permanent Capital Management
Alaska
$100M -$19.3M -368,270 -15%
Corient Private Wealth
68
Corient Private Wealth
Florida
$98.5M +$8.4M +160,315 +9%
SIC
69
Sigma Investment Counselors
Michigan
$97.6M +$354K +6,760 +0.3%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$95.7M +$101M +1,918,980 New
WT
71
Whittier Trust
California
$92.5M +$3.75M +71,505 +4%
CAM
72
Cresset Asset Management
Illinois
$89.7M +$4.78M +91,240 +5%
FT
73
Fiduciary Trust
Massachusetts
$89.6M +$1.73M +33,020 +2%
AIA
74
Ally Invest Advisors
North Carolina
$88.6M -$445K -8,500 -0.5%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$85.7M -$555K -10,590 -0.6%

IJH Hedge Fund Activity: Q3 2023 in Review

2,004 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2023, worth a combined $54.2B — up 5.5% from $51.4B a quarter earlier.

Buyers outnumbered sellers: 146 funds opened new IJH positions and 76 closed out — a net gain of 70 holders — while 834 added to existing stakes and 701 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.6B. The largest seller was Catalyst Capital Advisors, cutting an estimated $112M.

  • 2,004 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2023, up from 1,960 in Q2 2023.
  • Funds reported $54.2B of iShares Core S&P Mid-Cap ETF stock for Q3 2023, up 5.5% quarter-over-quarter.
  • 146 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2023 and 76 closed out, a net change of +70 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2023 was JP Morgan Chase, an estimated $2.6B added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2023 was Catalyst Capital Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2023.