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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
WT
551
Washington Trust
Rhode Island
$7.84M +$437K +7,715 +6%
BSW
552
Buckingham Strategic Wealth
Missouri
$7.84M +$341K +6,029 +5%
SWA
553
Stratos Wealth Advisors
Ohio
$7.81M +$544K +9,605 +8%
RIA
554
Richwood Investment Advisors
Ohio
$7.8M -$130K -2,299 -2%
MIM
555
MetLife Investment Management
New Jersey
$7.79M -$62.3K -1,100 -0.9%
EWM
556
EPG Wealth Management
Georgia
$7.78M -$26.6K -469 -0.4%
ACM
557
Advisors Capital Management
New Jersey
$7.74M +$929K +16,407 +15%
GWMR
558
GC Wealth Management RIA
Massachusetts
$7.72M +$6.83M +120,695 +1,901%
HP
559
Hilltop Partners
Indiana
$7.7M -$5.11M -90,297 -42%
HF
560
Halpern Financial
Virginia
$7.7M -$129K -2,282 -2%
FG
561
Fiduciary Group
Georgia
$7.69M +$263K +4,651 +4%
CNBTD
562
Citizens National Bank Trust Department
Mississippi
$7.68M +$70.1K +1,238 +1%
CWM
563
Cahill Wealth Management
Michigan
$7.68M -$113 -2 -0%
BWM
564
Boyd Wealth Management
California
$7.66M -$3.13M -55,326 -31%
FA
565
Flagstar Advisors
New York
$7.62M +$675K +11,915 +10%
BBHC
566
Brown Brothers Harriman & Co
New York
$7.62M +$1.39M +24,556 +24%
RL
567
Rogco LP
Oklahoma
$7.61M -$134K -2,361 -2%
HI
568
Harbour Investments
Wisconsin
$7.6M +$241K +4,257 +4%
PWW
569
Pettyjohn Wood & White
Virginia
$7.56M +$39.2K +692 +0.6%
SIAM
570
Sterling Investment Advisors (Missouri)
Missouri
$7.55M
ACGA
571
Atlanta Consulting Group Advisors
Georgia
$7.53M +$7.02M +123,926 New
AWM
572
Atticus Wealth Management
Florida
$7.51M +$300K +5,307 +4%
CIAS
573
Capital Investment Advisory Services
North Carolina
$7.51M +$127K +2,240 +2%
TA
574
Tectonic Advisors
Texas
$7.5M
CCM
575
Canal Capital Management
Virginia
$7.46M -$25.1K -444 -0.4%

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.