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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
GC
476
Grimes & Company
Massachusetts
$9.79M +$1.53K +27 +0%
CFB
477
Cullen/Frost Bankers
Texas
$9.69M +$727K +12,846 +9%
SFB
478
STAR Financial Bank
Indiana
$9.68M -$357K -6,300 -4%
PBO
479
Peoples Bank (Ohio)
Ohio
$9.66M -$513K -9,070 -5%
PR
480
Payden & Rygel
California
$9.65M +$67.1K +1,185 +0.8%
PRIG
481
Payden & Rygel Investment Group
California
$9.65M +$9M +158,885 New
BBNA
482
Bremer Bank National Association
Minnesota
$9.65M +$593K +10,481 +7%
HCA
483
Heck Capital Advisors
Wisconsin
$9.64M +$6.78M +119,773 +307%
NPT
484
National Philanthropic Trust
Pennsylvania
$9.61M -$565K -9,980 -6%
EIP
485
Ellis Investment Partners
Pennsylvania
$9.6M +$31.1K +549 +0.3%
SLT
486
St Louis Trust
Missouri
$9.57M
IPW
487
IronBridge Private Wealth
Texas
$9.54M -$63.9K -1,128 -0.7%
RSVP
488
Ramsay Stattman Vela & Price
Colorado
$9.48M +$195K +3,436 +2%
OFG
489
Omega Financial Group
California
$9.47M +$211K +3,731 +2%
MCCP
490
Mission Creek Capital Partners
California
$9.45M +$1.15M +20,328 +15%
Brown Advisory
491
Brown Advisory
Maryland
$9.44M +$377K +6,651 +4%
ABC
492
Associated Banc-Corp
Wisconsin
$9.41M +$36.7K +649 +0.4%
AWM
493
Apollon Wealth Management
South Carolina
$9.4M -$1.15M -20,324 -12%
PCIA
494
Prime Capital Investment Advisors
Kansas
$9.38M +$1.51M +26,668 +21%
CWM
495
Congress Wealth Management
Massachusetts
$9.33M +$2.57M +45,364 +42%
TCM
496
Telos Capital Management
California
$9.32M +$410K +7,247 +5%
KPWG
497
KFA Private Wealth Group
Virginia
$9.25M +$651K +11,492 +8%
RPC
498
Rossmore Private Capital
Connecticut
$9.22M +$219K +3,872 +3%
ZIM
499
Zacks Investment Management
Illinois
$9.19M -$229K -4,040 -3%
MPCG
500
Matrix Private Capital Group
New York
$9.05M +$816K +14,417 +11%

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.