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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
GG
326
GenWealth Group
New Jersey
$17.5M +$16.3M +287,395 New
NRI
327
NFP Retirement Inc
California
$17.3M +$15.4M +271,212 +2,002%
CA
328
Cambridge Advisors
Nebraska
$17.3M -$114K -2,017 -0.7%
HS
329
Horan Securities
United States
$17.2M +$12.3M +217,621 +332%
ST
330
Smithfield Trust
Pennsylvania
$17.2M +$161K +2,835 +1%
AA
331
Advisory Alpha
Michigan
$17.2M -$1.07M -18,817 -6%
WAP
332
Wealthcare Advisory Partners
Pennsylvania
$17.1M -$2.4M -42,466 -13%
Principal Financial Group
333
Principal Financial Group
Iowa
$17M -$1.91M -33,673 -11%
EWA
334
EP Wealth Advisors
California
$17M +$172K +3,040 +1%
PWMAG
335
Pinnacle Wealth Management Advisory Group
New Jersey
$16.9M -$309K -5,461 -2%
RWP
336
RWA Wealth Partners
Massachusetts
$16.8M -$41.7K -737 -0.3%
IF
337
Ironwood Financial
Arizona
$16.7M +$274K +4,839 +2%
CASB
338
Cape Ann Savings Bank
Massachusetts
$16.6M -$278K -4,919 -2%
PBF
339
Petix & Botte Financial
California
$16.5M -$2.29M -40,408 -13%
DWA
340
Divergent Wealth Advisors
Utah
$16.4M -$2.96M -52,228 -16%
PWM
341
Proathlete Wealth Management
Florida
$16.3M +$563K +9,936 +4%
HF
342
HRT Financial
New York
$16.3M +$15.2M +267,972 New
AWM
343
AAF Wealth Management
Massachusetts
$16.3M +$264K +4,668 +2%
APW
344
Acima Private Wealth
Virginia
$16.3M +$620K +10,948 +4%
TCM
345
Towercrest Capital Management
Pennsylvania
$16.2M +$42.1K +743 +0.3%
AEPWM
346
Atlantic Edge Private Wealth Management
Florida
$16.1M +$1.04M +18,400 +7%
PPW
347
PACK Private Wealth
Minnesota
$16M +$304K +5,367 +2%
CGA
348
Crescent Grove Advisors
Illinois
$15.8M -$223K -3,945 -1%
LPAM
349
Lodestar Private Asset Management
California
$15.7M +$29.7K +525 +0.2%
FNT
350
First Nebraska Trust
Nebraska
$15.7M -$205K -3,613 -1%

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.