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iShares Core S&P Mid-Cap ETF

1,914 hedge funds and large institutions have $49.2B invested in iShares Core S&P Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 109 funds opening new positions, 764 increasing their positions, 762 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 109 | Existing positions closed: 80

4% more capital invested

Capital invested by funds: $47.3B → $49.2B (+$1.92B)

0% more repeat investments, than reductions

Existing positions increased: 764 | Existing positions reduced: 762

1% less funds holding

Funds holding: 1,9271,914 (-13)

1.46% less ownership

Funds ownership: 374.06%372.6% (-1.5%)

4% less funds holding in top 10

Funds holding in top 10: 345331 (-14)

Holders
1,914
Holders Change
-13
Holders Change %
-0.67%
% of All Funds
30.46%
Holding in Top 10
331
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-4.06%
% of All Funds
5.27%
New
109
Increased
764
Reduced
762
Closed
80
Calls
$14.8M
Puts
$8.08M
Net Calls
+$6.73M
Net Calls Change
+$37.4M

IJH Hedge Fund Activity: Q1 2023 in Review

1,914 of the 6,283 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 $49.2B — up 4.1% from $47.3B a quarter earlier.

Buyers outnumbered sellers: 109 funds opened new IJH positions and 80 closed out — a net gain of 29 holders — while 764 added to existing stakes and 762 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $605M. The largest seller was Northwestern Mutual Investment Management Company, cutting an estimated $291M.

  • 1,914 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2023, down from 1,927 in Q4 2022.
  • Funds reported $49.2B of iShares Core S&P Mid-Cap ETF stock for Q1 2023, up 4.1% quarter-over-quarter.
  • 109 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2023 and 80 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 Northwestern Mutual Investment Management Company, an estimated $291M sold.

Based on aggregated 13F filings for Q1 2023.