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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
ATC
276
Argent Trust Co
Tennessee
$22.1M +$104K +1,831 +0.5%
Natixis Advisors
277
Natixis Advisors
Massachusetts
$22M +$725K +12,797 +4%
KWMG
278
King Wealth Management Group
Florida
$21.9M +$523K +9,243 +3%
GRP
279
Global Retirement Partners
California
$21.8M -$123K -2,173 -0.6%
HCA
280
Horan Capital Advisors
Ohio
$21.8M -$203K -3,579 -1%
JA
281
JVL Associates
Michigan
$21.7M +$458K +8,083 +2%
TC
282
Trilogy Capital
California
$21.5M +$200K +3,527 +1%
WFA
283
West Financial Advisors
Iowa
$21.2M +$37.5K +662 +0.2%
NA
284
NewEdge Advisors
Louisiana
$21.2M +$488K +8,618 +3%
KPWS
285
Kestra Private Wealth Services
Texas
$21.1M -$2.06M -36,389 -9%
FAIM
286
Financial Advocates Investment Management
Washington
$21.1M +$264K +4,663 +1%
FNT
287
First National Trust
Pennsylvania
$20.9M -$56.8K -1,003 -0.3%
AWM
288
Altus Wealth Management
Kentucky
$20.8M +$281K +4,958 +1%
FCI
289
Financial Counselors Inc
Kansas
$20.6M -$593K -10,479 -3%
PFPT
290
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.4M -$216K -3,816 -1%
MSA
291
Mason Street Advisors
Wisconsin
$20.4M
ISB
292
Iowa State Bank
Iowa
$20.3M +$195K +3,442 +1%
PAM
293
Peninsula Asset Management
Florida
$20.3M +$185K +3,275 +1%
B
294
Bailard
California
$20.2M -$78.1K -1,379 -0.4%
CI
295
Conning Inc
Connecticut
$20.1M
BFA
296
Bright Financial Advisors
Michigan
$20M +$8.5M +150,193 New
ASN
297
Advisory Services Network
Georgia
$20M -$482K -8,507 -3%
JF
298
JSF Financial
California
$20M -$115K -2,029 -0.6%
PSCM
299
Per Stirling Capital Management
Texas
$19.7M +$466K +8,229 +3%
CCM
300
Coldstream Capital Management
Washington
$19.6M -$357K -6,314 -2%

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.