iShares Core S&P Mid-Cap ETF
IJH
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.
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: 1,960 → 2,004 (+44)
1% less funds holding in top 10
Funds holding in top 10: 329 → 327 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$2.6B |
| 2 |
FCAS
First Command Advisory Services
Fort Worth,
Texas
|
+$519M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$346M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$318M |
| 5 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$312M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCA
Catalyst Capital Advisors
Huntington,
New York
|
-$112M |
| 2 |
MRC
Millburn Ridgefield Corp
New York
|
-$112M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$74.3M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
-$58M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$55.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
2076
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$104K | -1,995 | Closed |
|
|
CAS
2077
Coppell Advisory Solutions
Coppell,
Texas
| – | -$84.5K | -1,625 | Closed |
|
|
NL
2078
NVWM LLC
Yardley,
Pennsylvania
| – | -$42.4K | -810 | Closed |
|
|
ODG
2079
O'Dell Group
Cincinnati,
Ohio
| – | -$24.3K | -465 | Closed |
|
|
AA
2080
AlphaMark Advisors
Ft. Wright,
Kentucky
| – | -$17K | -325 | Closed |
|
|
MCM
2081
Mill Capital Management
Concord,
North Carolina
| – | -$13.1K | -250 | Closed |
|
|
2L
2082
25 LLC
St. Louis,
Missouri
| – | -$12.9K | -240 | Closed |
|
|
SWM
2083
Sanctuary Wealth Management
Pocatello,
Idaho
| – | -$7.32K | -140 | Closed |
|
|
ACB
2084
Aristotle Capital Boston
Boston,
Massachusetts
| – | -$542 | -10 | Closed |
|
2085
EARNEST Partners
Atlanta,
Georgia
| – | +$524 | +10 | +100% |
|
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.