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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
FWTB
351
First Western Trust Bank
Colorado
$15.7M -$2.37M -41,895 -14%
AWM
352
Avondale Wealth Management
Texas
$15.6M +$167K +2,952 +1%
NPF
353
Norris Perne & French
Michigan
$15.5M +$246K +4,339 +2%
CA
354
Centerpoint Advisors
Massachusetts
$15.5M +$51K +901 +0.4%
MCWS
355
McKinley Carter Wealth Services
West Virginia
$15.5M +$776K +13,698 +6%
1SB
356
1ST Source Bank
Indiana
$15.5M -$96.9K -1,712 -0.7%
SFA
357
Sequoia Financial Advisors
Ohio
$15.4M -$710K -12,534 -5%
FMN
358
Financial Management Network
California
$15.4M +$253K +4,475 +2%
AIP
359
Ameritas Investment Partners
Nebraska
$15.4M +$466K +8,225 +3%
MSA
360
Marino Stram & Associates
Massachusetts
$15.4M +$186K +3,283 +1%
SIM
361
Stratos Investment Management
Ohio
$15.3M -$45.3K -801 -0.3%
IFG
362
Independent Financial Group
California
$15.3M +$1.17M +20,662 +9%
TWP
363
Tower Wealth Partners
Pennsylvania
$15.3M +$112K +1,973 +0.8%
MA
364
Montag & Associates
Georgia
$15.1M +$1.1M +19,478 +8%
AGA
365
Arkos Global Advisors
Texas
$15M +$687K +12,134 +5%
CWAF
366
Core Wealth Advisors (Florida)
Florida
$15M +$824K +14,563 +6%
MFC
367
Mechanics Financial Corp
Ohio
$14.9M +$849 +15 +0%
AMG
368
Asset Management Group
Connecticut
$14.8M +$42.2K +745 +0.3%
AFA
369
American Financial Advisors
Georgia
$14.6M -$287K -5,070 -2%
TCOV
370
Trust Company of Vermont
Vermont
$14.6M +$929K +16,416 +7%
KLI
371
Kelman-Lazarov Inc
Tennessee
$14.5M +$254K +4,494 +2%
MWM
372
MTC Wealth Management
Florida
$14.5M -$642K -11,339 -5%
HTIM
373
Harbour Trust & Investment Management
Indiana
$14.3M +$2.14M +37,776 +19%
MIA
374
MainStreet Investment Advisors
Illinois
$14.3M -$56.3M -994,188 -81%
AFS
375
Aft Forsyth & Sober
Florida
$14.1M -$4.49M -79,250 -25%

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.