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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
BFP
376
Beacon Financial Planning
Massachusetts
$14.1M -$192K -3,398 -1%
AA
377
Argent Advisors
Louisiana
$14.1M +$26.3K +465 +0.2%
AIA
378
Angeles Investment Advisors
California
$14.1M +$13.1M +232,000 New
PIC
379
Platt Investment Counsel
Florida
$14.1M -$32.7K -578 -0.2%
WAG
380
Winthrop Advisory Group
Massachusetts
$13.9M +$245K +4,332 +2%
HSWM
381
Hubbell Strickland Wealth Management
Louisiana
$13.9M -$73.6K -1,300 -0.6%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$13.9M +$1.11M +19,680 +9%
IWMA
383
Ironwood Wealth Management (Arizona)
Arizona
$13.9M -$406K -7,169 -3%
FIM
384
Freedom Investment Management
Connecticut
$13.8M -$500K -8,833 -4%
BFS
385
Burkett Financial Services
South Carolina
$13.8M +$97.7K +1,725 +0.8%
JWBC
386
J.W. Burns & Co
New York
$13.8M +$1.07M +18,854 +9%
CFIA
387
Cantor Fitzgerald Investment Advisors
New York
$13.7M -$500K -8,829 -4%
EFM
388
Eley Financial Management
Vermont
$13.7M +$126K +2,227 +1%
BCI
389
Brinker Capital Investments
Pennsylvania
$13.6M -$1.12M -19,770 -8%
OPS
390
Orion Portfolio Solutions
Nebraska
$13.6M -$1.12M -19,770 -8%
CWA
391
Clarity Wealth Advisors
California
$13.5M +$361K +6,375 +3%
EFA
392
Evernest Financial Advisors
Indiana
$13.5M +$773K +13,659 +6%
AA
393
Ancora Advisors
Ohio
$13.5M +$271K +4,788 +2%
WCM
394
Windsor Capital Management
Arizona
$13.4M +$177K +3,125 +1%
PWP
395
Precedent Wealth Partners
Texas
$13.4M +$672K +11,861 +6%
TCBWMS
396
Texas Capital Bank Wealth Management Services
Texas
$13.4M -$661K -11,678 -5%
NCM
397
Neumann Capital Management
California
$13.3M +$194K +3,430 +2%
GPA
398
Guidance Point Advisors
Massachusetts
$13.1M -$130K -2,295 -1%
GIA
399
Gladstone Institutional Advisory
Florida
$13.1M -$214K -3,784 -2%
PP
400
Pegasus Partners
Wisconsin
$13.1M -$1.23M -21,733 -9%

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.