iShares Core S&P Mid-Cap ETF
IJH
2,173 hedge funds and large institutions have $58.3B invested in iShares Core S&P Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 808 increasing their positions, 836 reducing their positions, and 87 closing their positions.
232% more first-time investments, than exits
New positions opened: 289 | Existing positions closed: 87
138% more call options, than puts
Call options by funds: $40.9M | Put options by funds: $17.2M
10% more funds holding in top 10
Funds holding in top 10: 327 → 360 (+33)
8% more funds holding
Funds holding: 2,006 → 2,173 (+167)
7% more capital invested
Capital invested by funds: $54.2B → $58.3B (+$4.03B)
3% less repeat investments, than reductions
Existing positions increased: 808 | Existing positions reduced: 836
1.8% less ownership
Funds ownership: 384.13% → 382.33% (-1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$342M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$240M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$236M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$197M |
| 5 |
Cerity Partners
New York
|
+$139M |
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
2,173 of the 6,869 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 $58.3B — up 7.4% from $54.2B a quarter earlier.
Buyers outnumbered sellers: 289 funds opened new IJH positions and 87 closed out — a net gain of 202 holders — while 808 added to existing stakes and 836 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $342M. The largest seller was JP Morgan Chase, cutting an estimated $2.35B.
- 2,173 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2023, up from 2,006 in Q3 2023.
- Funds reported $58.3B of iShares Core S&P Mid-Cap ETF stock for Q4 2023, up 7.4% quarter-over-quarter.
- 289 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2023 and 87 closed out, a net change of +202 holders.
- The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2023 was Balyasny Asset Management, an estimated $342M 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.