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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
IW
451
Instrumental Wealth
Florida
$10.9M -$791K -13,963 -7%
CB
452
Community Bank
New York
$10.9M -$5.38M -95,089 -35%
CT
453
Cambridge Trust
Massachusetts
$10.8M -$1.31M -23,174 -12%
CB
454
Commerce Bank
Missouri
$10.7M +$62.1K +1,097 +0.6%
FPFS
455
First Personal Financial Services
North Carolina
$10.7M -$231K -4,077 -2%
AIA
456
Armor Investment Advisors
North Carolina
$10.7M +$1.14M +20,164 +13%
ISWM
457
Independent Solutions Wealth Management
New York
$10.6M -$95.2K -1,681 -1%
MWM
458
Meridian Wealth Management
Kentucky
$10.6M -$20K -353 -0.2%
FBT
459
First Bank & Trust
South Dakota
$10.5M +$310K +5,480 +3%
USB
460
Union Savings Bank
Connecticut
$10.5M +$54.6K +964 +0.6%
LC
461
Lindbrook Capital
California
$10.5M -$461K -8,140 -5%
RVPG
462
Relative Value Partners Group
$10.4M -$9.67M -170,802 -82%
GWMIA
463
Global Wealth Management Investment Advisory
Florida
$10.4M +$173K +3,054 +2%
PI
464
Pachira Investments
California
$10.4M -$892K -15,764 -8%
BWP
465
BSW Wealth Partners
Colorado
$10.4M -$4.57M -80,714 -32%
TCWA
466
Turtle Creek Wealth Advisors
Texas
$10.1M +$5.02M +88,643 +113%
SFP
467
Sandbox Financial Partners
Maryland
$10.1M +$158K +2,792 +2%
CPW
468
Crestmont Private Wealth
Texas
$10.1M -$511K -9,019 -5%
RhumbLine Advisers
469
RhumbLine Advisers
Massachusetts
$10.1M -$8.35M -147,439 -47%
NGA
470
Naples Global Advisors
Florida
$9.88M +$133K +2,355 +1%
CAC
471
Certified Advisory Corp
Florida
$9.84M +$330K +5,830 +4%
HCM
472
Highview Capital Management
Illinois
$9.84M +$1M +17,691 +12%
SG Americas Securities
473
SG Americas Securities
New York
$9.83M -$887K -15,670 -9%
AWC
474
Abundance Wealth Counselors
Pennsylvania
$9.81M -$255K -4,497 -3%
RFO
475
RiverGlades Family Offices
Florida
$9.8M -$84.5K -1,492 -0.9%

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.