iShares Core S&P Mid-Cap ETF
IJH
2,168 hedge funds and large institutions have $60.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 287 funds opening new positions, 808 increasing their positions, 835 reducing their positions, and 87 closing their positions.
230% more first-time investments, than exits
New positions opened: 287 | Existing positions closed: 87
138% more call options, than puts
Call options by funds: $40.9M | Put options by funds: $17.2M
11% more capital invested
Capital invested by funds: $54.2B → $60.2B (+$5.91B)
10.44% more ownership
Funds ownership: 384.28% → 394.72% (+10%)
10% more funds holding in top 10
Funds holding in top 10: 327 → 360 (+33)
8% more funds holding
Funds holding: 2,003 → 2,168 (+165)
3% less repeat investments, than reductions
Existing positions increased: 808 | Existing positions reduced: 835
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.7B |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$342M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$240M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$236M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$197M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$2.35B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$403M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$113M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$69.8M |
| 5 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$68.2M |
IJH Hedge Fund Activity: Q4 2023 in Review
2,168 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2023, worth a combined $60.2B — up 11% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 287 funds opened new IJH positions and 87 closed out — a net gain of 200 holders — while 808 added to existing stakes and 835 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.7B. The largest seller was JP Morgan Chase, cutting an estimated $2.35B.
- 2,168 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2023, up from 2,003 in Q3 2023.
- Funds reported $60.2B of iShares Core S&P Mid-Cap ETF stock for Q4 2023, up 11% quarter-over-quarter.
- 287 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2023 and 87 closed out, a net change of +200 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.7B added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q4 2023 was JP Morgan Chase, an estimated $2.35B sold.
Based on aggregated 13F filings for Q4 2023.