iShares Core S&P Mid-Cap ETF
IJH
1,912 hedge funds and large institutions have $48.9B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 765 increasing their positions, 760 reducing their positions, and 81 closing their positions.
83% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $8.08M
36% more first-time investments, than exits
New positions opened: 110 | Existing positions closed: 81
1% more repeat investments, than reductions
Existing positions increased: 765 | Existing positions reduced: 760
1% less funds holding
Funds holding: 1,924 → 1,912 (-12)
4% less funds holding in top 10
Funds holding in top 10: 346 → 331 (-15)
7.06% less ownership
Funds ownership: 382.77% → 375.7% (-7.1%)
9% less capital invested
Capital invested by funds: $53.9B → $48.9B (-$4.91B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$605M |
| 2 |
CL
COWA LLC
Tulsa,
Oklahoma
|
+$386M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$213M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$146M |
| 5 |
BBA
BLB&B Advisors
Montgomeryville,
Pennsylvania
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSA
Cottage Street Advisors
Marion,
Massachusetts
|
-$1.1B |
| 2 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
-$291M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$270M |
| 4 |
BlackRock
New York
|
-$183M |
| 5 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$106M |
IJH Hedge Fund Activity: Q1 2023 in Review
1,912 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2023, worth a combined $48.9B — down 9.1% from $53.9B a quarter earlier.
Buyers outnumbered sellers: 110 funds opened new IJH positions and 81 closed out — a net gain of 29 holders — while 765 added to existing stakes and 760 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $605M. The largest seller was Cottage Street Advisors, cutting an estimated $1.1B.
- 1,912 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2023, down from 1,924 in Q4 2022.
- Funds reported $48.9B of iShares Core S&P Mid-Cap ETF stock for Q1 2023, down 9.1% quarter-over-quarter.
- 110 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2023 and 81 closed out, a net change of +29 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2023 was JP Morgan Chase, an estimated $605M added.
- The largest iShares Core S&P Mid-Cap ETF seller in Q1 2023 was Cottage Street Advisors, an estimated $1.1B sold.
Based on aggregated 13F filings for Q1 2023.