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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
CL
251
Choreo LLC
Illinois
$25.8M -$280K -4,941 -1%
SC
252
Savant Capital
Illinois
$25.7M -$266K -4,697 -1%
CIA
253
Concurrent Investment Advisors
Florida
$25.5M +$697K +12,306 +3%
TPCW
254
TD Private Client Wealth
New York
$25.3M -$210K -3,712 -0.9%
ACM
255
Arcataur Capital Management
Wisconsin
$24.9M -$281K -4,971 -1%
C
256
Certuity
Florida
$24.9M +$1.84M +32,526 +9%
KCM
257
Kanawha Capital Management
Virginia
$24.7M +$1.05M +18,557 +5%
ODIJL
258
One Day In July LLC
Vermont
$24.6M -$1.65M -29,222 -7%
BAMG
259
Brand Asset Management Group
Missouri
$24.4M +$53.7K +949 +0.2%
LP
260
LGL Partners
Pennsylvania
$24.2M -$1.19M -21,078 -5%
VFPW
261
Vantage Financial Partners (Wisconsin)
Wisconsin
$24.2M +$54K +954 +0.2%
DAS
262
Dynamic Advisor Solutions
Arizona
$24.1M +$391K +6,904 +2%
ATPW
263
Ashton Thomas Private Wealth
Arizona
$23.9M +$407K +7,187 +2%
WSFS
264
Wilmington Savings Fund Society
Delaware
$23.7M +$22.1M +390,520 New
IFPL
265
Investments & Financial Planning LLC
Kentucky
$23.6M -$44.7K -790 -0.2%
CT
266
Coastline Trust
Rhode Island
$23.5M -$868K -15,325 -4%
OIA
267
OneDigital Investment Advisors
Kansas
$23.3M -$2.75M -48,488 -11%
I
268
INVST
Indiana
$23.3M +$19.9M +351,711 +1,038%
VCM
269
Verde Capital Management
Michigan
$23.1M +$221K +3,909 +1%
FWM
270
Fairhaven Wealth Management
Illinois
$23.1M -$754K -13,321 -3%
CRC
271
Curi RMB Capital
Illinois
$23.1M +$19.3M +341,426 +886%
BSSFA
272
Baron Silver Stevens Financial Advisors
Florida
$23M -$136K -2,403 -0.6%
BWIA
273
Bryant Woods Investment Advisors
New York
$22.8M -$892K -15,760 -4%
MAM
274
Madison Asset Management
Wisconsin
$22.5M +$900K +15,893 +4%
TCM
275
Twele Capital Management
Minnesota
$22.5M -$161K -2,851 -0.8%

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.