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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
RJFSA
26
Raymond James Financial Services Advisors
Florida
$450M -$9.37M -165,551 -2%
CCA
27
Catalyst Capital Advisors
New York
$444M -$2.59M -45,746 -0.6%
MRC
28
Millburn Ridgefield Corp
New York
$444M -$2.59M -45,746 -0.6%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$432M -$2.23M -39,334 -0.5%
HighTower Advisors
30
HighTower Advisors
Illinois
$415M +$4.15M +73,336 +1%
WANY
31
Wealthspire Advisors (New York)
New York
$410M -$958K -16,929 -0.3%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$378M -$339K -5,995 -0.1%
AG
33
AlTi Global
New York
$369M +$14.5M +256,129 +4%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$362M -$1.09M -19,278 -0.3%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$324M -$6.23M -110,092 -2%
AA
36
Alesco Advisors
New York
$321M +$8.47M +149,532 +3%
Creative Planning
37
Creative Planning
Kansas
$313M -$6.35M -112,115 -2%
US Bancorp
38
US Bancorp
Minnesota
$276M +$9.57M +168,976 +4%
NMIMC
39
Northwestern Mutual Investment Management Company
Wisconsin
$273M -$41.2M -727,130 -14%
CWM
40
Circle Wealth Management
New Jersey
$261M +$73.5K +1,298 +0%
HNB
41
Huntington National Bank
Ohio
$231M
MCM
42
MAI Capital Management
Ohio
$221M +$20.7M +365,259 +11%
Franklin Resources
43
Franklin Resources
California
$205M +$7.54M +133,126 +4%
Members Trust
44
Members Trust
Florida
$197M -$14.9M -263,292 -8%
Stifel Financial
45
Stifel Financial
Missouri
$195M +$11.4M +201,684 +7%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$193M +$3.3M +58,331 +2%
Cerity Partners
47
Cerity Partners
New York
$193M -$129M -2,281,650 -42%
SWM
48
Spire Wealth Management
Virginia
$191M +$78.1K +1,379 +0.3%
FLPIM
49
F.L. Putnam Investment Management
Massachusetts
$187M +$22.1M +390,574 +14%
MERSOM
50
Municipal Employees' Retirement System of Michigan
Michigan
$179M -$46.3M -817,289 -22%

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.