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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.43B +$318M +6,072,465 +7%
JP Morgan Chase
2
JP Morgan Chase
New York
$4.18B +$2.6B +49,533,450 +144%
Bank of America
3
Bank of America
North Carolina
$3B +$63.8M +1,216,695 +2%
Wells Fargo
4
Wells Fargo
California
$2.51B -$74.3M -1,418,110 -3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$2.33B +$85.8M +1,637,550 +4%
LPL Financial
6
LPL Financial
California
$2B +$140M +2,673,245 +7%
Morgan Stanley
7
Morgan Stanley
New York
$1.77B +$87.5M +1,669,075 +5%
UBS Group
8
UBS Group
Switzerland
$1.11B +$28.6M +546,440 +3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.04B +$346M +6,609,835 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.01B +$10M +190,755 +1%
BlackRock
11
BlackRock
New York
$982M +$76.8M +1,465,785 +8%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$932M +$90.7M +1,730,280 +10%
Northern Trust
13
Northern Trust
Illinois
$897M +$14.1M +268,500 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$800M -$8.87M -169,280 -1%
RJA
15
Raymond James & Associates
Florida
$679M +$24.2M +462,290 +4%
Mariner
16
Mariner
Kansas
$542M +$28.7M +547,810 +5%
FCAS
17
First Command Advisory Services
Texas
$532M +$519M +9,894,325 +1,273%
Goldman Sachs
18
Goldman Sachs
New York
$497M -$17.9M -340,700 -3%
Ameriprise
19
Ameriprise
Minnesota
$489M +$23.7M +451,575 +5%
Financial Engines Advisors
20
Financial Engines Advisors
California
$477M -$4.51M -86,010 -0.9%
AA
21
Acorns Advisers
California
$468M +$5.27M +100,605 +1%
KeyBank National Association
22
KeyBank National Association
Ohio
$461M -$3.35M -63,850 -0.7%
Truist Financial
23
Truist Financial
North Carolina
$432M -$1.56M -29,810 -0.3%
CCA
24
Catalyst Capital Advisors
New York
$390M -$112M -2,130,365 -21%
MRC
25
Millburn Ridgefield Corp
New York
$390M -$112M -2,130,365 -21%

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.