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iShares Core S&P Mid-Cap ETF

2,224 hedge funds and large institutions have $65.1B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 155 funds opening new positions, 896 increasing their positions, 919 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

799% more call options, than puts

Call options by funds: $61.1M | Put options by funds: $6.79M

104% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 76

8% more capital invested

Capital invested by funds: $60.2B → $65.1B (+$4.96B)

3% more funds holding

Funds holding: 2,1692,224 (+55)

3% less repeat investments, than reductions

Existing positions increased: 896 | Existing positions reduced: 919

1% less funds holding in top 10

Funds holding in top 10: 360355 (-5)

318.53% less ownership

Funds ownership: 394.72%76.19% (-319%)

Holders
2,224
Holders Change
+55
Holders Change %
+2.54%
% of All Funds
32.03%
Holding in Top 10
355
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.39%
% of All Funds
5.11%
New
155
Increased
896
Reduced
919
Closed
76
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$29.2M +$25M +441,768 +1,156%
AllianceBernstein
227
AllianceBernstein
Tennessee
$28.8M +$1.53M +27,107 +6%
WAS
228
Wealth Advisory Solutions
Indiana
$28.8M +$3.18M +56,180 +13%
PWM
229
Perigon Wealth Management
California
$28.5M +$1.03M +18,205 +4%
FTWA
230
Fifth Third Wealth Advisors
Ohio
$28.3M +$12.8M +225,553 +94%
EBT
231
Enterprise Bank & Trust
Massachusetts
$28.3M -$2.35M -41,486 -8%
IB
232
Intrust Bank
Kansas
$28.3M +$8.8M +155,479 +50%
MFIM
233
Mesirow Financial Investment Management
Illinois
$28.1M +$583K +10,300 +2%
YIA
234
YHB Investment Advisors
Connecticut
$27.9M +$1.17M +20,657 +5%
SW
235
SVB Wealth
Massachusetts
$27.9M +$2.64M +46,584 +11%
JFGIW
236
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.9M -$2.13M -37,614 -8%
P
237
&Partners
Tennessee
$27.6M +$12.2M +215,593 +93%
BPA
238
Beacon Pointe Advisors
California
$27.5M -$847K -14,969 -3%
BHWM
239
Bar Harbor Wealth Management
New Hampshire
$27.3M +$594K +10,490 +2%
HI
240
Human Investing
Oregon
$27.3M +$524K +9,263 +2%
RDFA
241
Ritter Daniher Financial Advisory
Ohio
$27.2M +$479K +8,452 +2%
Citadel Advisors
242
Citadel Advisors
Florida
$27.1M +$9.18M +162,194 +57%
CAI
243
Capital Advisors Inc
Oklahoma
$26.9M -$1.58M -27,921 -6%
TPWA
244
TRUE Private Wealth Advisors
Oregon
$26.8M +$5.03M +88,917 +25%
CFO
245
Callan Family Office
Pennsylvania
$26.7M +$473K +8,359 +2%
William Blair & Company
246
William Blair & Company
Illinois
$26.3M +$963K +17,014 +4%
NFG
247
Nations Financial Group
Iowa
$26M +$556K +9,822 +2%
RC
248
Randolph Company
Ohio
$25.9M +$58.4K +1,032 +0.2%
SPC
249
Sigma Planning Corp
Michigan
$25.8M +$13.6M +240,877 +130%
RJT
250
Raymond James Trust
Florida
$25.8M +$1.92M +33,937 +9%

IJH Hedge Fund Activity: Q1 2024 in Review

2,224 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q1 2024, worth a combined $65.1B — up 8.2% from $60.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new IJH positions and 76 closed out — a net gain of 79 holders — while 896 added to existing stakes and 919 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $375M. The largest seller was Morgan Stanley, cutting an estimated $1.96B.

  • 2,224 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2024, up from 2,169 in Q4 2023.
  • Funds reported $65.1B of iShares Core S&P Mid-Cap ETF stock for Q1 2024, up 8.2% quarter-over-quarter.
  • 155 funds opened new iShares Core S&P Mid-Cap ETF positions in Q1 2024 and 76 closed out, a net change of +79 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q1 2024 was Fidelity Investments, an estimated $375M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q1 2024 was Morgan Stanley, an estimated $1.96B sold.

Based on aggregated 13F filings for Q1 2024.