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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
MFA
426
Mayflower Financial Advisors
Massachusetts
$11.6M -$528K -9,320 -5%
MBT
427
Montecito Bank & Trust
California
$11.6M -$539K -9,512 -5%
HR
428
Hardy Reed
Mississippi
$11.6M -$20K -353 -0.2%
PS
429
Portfolio Strategies
New York
$11.6M +$10.8M +190,902 New
VCM
430
Vision Capital Management
Oregon
$11.6M -$309K -5,466 -3%
COPPSERS
431
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.6M -$11.1M -196,548 -51%
TCM
432
Traynor Capital Management
Pennsylvania
$11.5M +$512K +9,042 +5%
NAM
433
NTV Asset Management
West Virginia
$11.5M -$382K -6,750 -3%
RWG
434
Ratio Wealth Group
Colorado
$11.5M +$240K +4,241 +2%
ANTB
435
AMG National Trust Bank
Colorado
$11.4M +$43.8K +773 +0.4%
FCBT
436
First Citizens Bank & Trust
North Carolina
$11.4M +$4.12M +72,703 +63%
Kovitz Investment Group Partners
437
Kovitz Investment Group Partners
Illinois
$11.3M +$10.6M +186,755 New
EWA
438
Encompass Wealth Advisors
Oregon
$11.3M +$121K +2,138 +1%
EWM
439
Evercore Wealth Management
New York
$11.3M -$882K -15,587 -8%
NAM
440
NorthCrest Asset Manangement
Minnesota
$11.2M -$288K -5,089 -3%
CICC
441
Capital Investment Counsel (Colorado)
Colorado
$11.2M +$4.32M +76,286 +71%
MWP
442
Madison Wealth Partners
Wisconsin
$11.1M +$25.7K +454 +0.2%
GWAM
443
Guardian Wealth Advisors (Minnesota)
Minnesota
$11.1M +$134K +2,370 +1%
HAS
444
Holland Advisory Services
Florida
$11.1M -$218K -3,851 -2%
GA
445
GFS Advisors
Texas
$11.1M +$433K +7,646 +4%
RSA
446
River Street Advisors
Illinois
$11M +$626K +11,059 +6%
RAM
447
Riggs Asset Management
Pennsylvania
$11M +$787K +13,902 +8%
SIC
448
Sterling Investment Counsel
New York
$11M +$1.57M +27,699 +18%
AI
449
Atria Investments
North Carolina
$11M +$78.2K +1,382 +0.8%
CIA
450
Choate Investment Advisors
Massachusetts
$10.9M +$9.99M +176,465 +4,650%

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.