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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
DWT
501
Dorsey & Whitney Trust
South Dakota
$9.05M +$246K +4,344 +3%
Prudential Financial
502
Prudential Financial
New Jersey
$9.05M -$3.19M -56,366 -27%
CFG
503
Carr Financial Group
Massachusetts
$9.04M +$419K +7,398 +5%
ECM
504
Exchange Capital Management
Michigan
$8.95M -$2.05M -36,163 -20%
NHT
505
New Hampshire Trust
New Hampshire
$8.91M -$115K -2,035 -1%
KWM
506
Kingsview Wealth Management
Oregon
$8.81M +$1.06M +18,723 +15%
DC
507
Davenport & Co
Virginia
$8.81M +$431K +7,614 +6%
CI
508
CX Institutional
Indiana
$8.79M +$49.7K +878 +0.6%
FWIA
509
Fort Washington Investment Advisors
Ohio
$8.77M -$660K -11,665 -7%
LHC
510
Little House Capital
Massachusetts
$8.75M +$2.38M +42,013 +41%
HAC
511
Harbor Advisory Corp
New Hampshire
$8.75M -$126K -2,217 -2%
WPW
512
Waldron Private Wealth
Pennsylvania
$8.72M +$47.8K +844 +0.6%
BWA
513
BlueChip Wealth Advisors
Georgia
$8.65M -$797K -14,076 -9%
Vanguard Group
514
Vanguard Group
Pennsylvania
$8.61M +$264K +4,668 +3%
CFA
515
Cahill Financial Advisors
Minnesota
$8.58M +$288K +5,090 +4%
JWCA
516
J.W. Cole Advisors
Florida
$8.57M +$67.4K +1,190 +0.8%
MM
517
Meridian Management
Arkansas
$8.56M -$48K -848 -0.6%
EIA
518
Eldridge Investment Advisors
New Hampshire
$8.56M -$537K -9,488 -6%
AF
519
Advisornet Financial
Minnesota
$8.51M +$1.13M +19,881 +17%
PWA
520
Physician Wealth Advisors
Utah
$8.5M +$160K +2,825 +2%
BWA
521
Bordeaux Wealth Advisors
California
$8.47M +$188K +3,327 +2%
BMD
522
Better Money Decisions
New Mexico
$8.47M +$431K +7,615 +6%
PA
523
Parallel Advisors
California
$8.45M +$138K +2,443 +2%
PG
524
Proffitt & Goodson
Tennessee
$8.43M +$15.2K +269 +0.2%
CCB
525
Country Club Bank
Missouri
$8.38M +$553K +9,776 +8%

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.