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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
DFA
301
DHJJ Financial Advisors
Illinois
$19.4M -$678K -11,977 -4%
BCWM
302
Bartlett & Co Wealth Management
Ohio
$19.4M +$3.2M +56,481 +21%
GT
303
Glenmede Trust
Pennsylvania
$19.3M +$35.4K +625 +0.2%
GT
304
Glenview Trust
Kentucky
$19.2M +$375K +6,618 +2%
CFP
305
Catalyst Financial Partners
Massachusetts
$19.1M +$1.01M +17,782 +6%
SIA
306
Soltis Investment Advisors
Utah
$19.1M +$19.8K +350 +0.1%
PA
307
Pinnacle Associates
New York
$19.1M -$315K -5,570 -2%
OGF
308
Orin Green Financial
California
$19M -$17.5M -309,135 Closed
CC
309
Courier Capital
New York
$18.9M +$85.8K +1,515 +0.5%
DA
310
Drake & Associates
Wisconsin
$18.7M +$1.16M +20,565 +7%
TF
311
Tompkins Financial
New York
$18.6M +$435K +7,676 +3%
SB
312
Simmons Bank
Arkansas
$18.5M -$158K -2,791 -0.9%
TRCT
313
Tower Research Capital (TRC)
New York
$18.3M +$9.04M +159,746 +113%
JSW
314
Journey Strategic Wealth
New Jersey
$18.2M -$27.9M -493,057 -62%
Susquehanna International Group
315
Susquehanna International Group
Pennsylvania
$18.1M +$6.68M +118,077 +66%
LNC
316
Lincoln National Corp
Pennsylvania
$18.1M -$238K -4,197 -1%
Allspring Global Investments
317
Allspring Global Investments
North Carolina
$18M -$125K -2,207 -0.7%
CIM
318
CIM Investment Management
Pennsylvania
$17.9M -$9.63K -170 -0.1%
GG
319
Greenwood Gearhart
Arkansas
$17.8M +$2.3M +40,541 +16%
VFIC
320
Valley Forge Investment Consultants
Pennsylvania
$17.8M +$1.13M +19,992 +7%
MWM
321
Marietta Wealth Management
Georgia
$17.7M +$88.9K +1,570 +0.5%
LA
322
Lynch & Associates
Indiana
$17.7M -$148K -2,609 -0.9%
WH
323
Whitcomb & Hess
Ohio
$17.7M +$186K +3,285 +1%
FWM
324
FFT Wealth Management
Pennsylvania
$17.6M -$216K -3,816 -1%
LIM
325
Leavell Investment Management
Alabama
$17.5M -$52.3K -924 -0.3%

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.