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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
CCWA
576
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.45M -$47M -831,015 -87%
DC
577
Destiny Capital
Colorado
$7.42M +$470K +8,300 +7%
WB
578
WesBanco Bank
West Virginia
$7.42M +$255K +4,500 +4%
AAS
579
Asset Allocation Strategies
Michigan
$7.4M +$518K +9,152 +8%
WS
580
Wela Strategies
Georgia
$7.38M -$7.29M -128,829 -51%
BOH
581
Bank of Hawaii
Hawaii
$7.37M -$280K -4,950 -4%
State of Wisconsin Investment Board
582
State of Wisconsin Investment Board
Wisconsin
$7.34M -$3.1M -54,720 -31%
P
583
Pitcairn
Pennsylvania
$7.31M +$5.16M +91,130 +311%
DCM
584
Dupont Capital Management
Delaware
$7.31M -$17.8M -313,695 -72%
LSPW
585
Lake Street Private Wealth
Illinois
$7.25M +$6.23M +110,089 +1,181%
EFS
586
Econ Financial Services
Pennsylvania
$7.21M -$598K -10,570 -8%
Chevy Chase Trust
587
Chevy Chase Trust
Maryland
$7.16M -$102K -1,803 -2%
BCM
588
Boltwood Capital Management
California
$7.16M -$32.3K -570 -0.5%
MF
589
Meridian Financial
Massachusetts
$7.16M -$49.7K -878 -0.7%
PIAS
590
PCA Investment Advisory Services
Ohio
$7.1M +$238K +4,199 +4%
RFG
591
RFP Financial Group
Georgia
$7.08M +$189K +3,347 +3%
HWM
592
HB Wealth Management
Georgia
$7.04M +$760K +13,428 +13%
BCMO
593
Buckingham Capital Management (Ohio)
Ohio
$7.02M -$53.8K -950 -0.8%
PFS
594
Prospera Financial Services
Texas
$7.02M +$76.8K +1,356 +1%
KOMWMG
595
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.01M -$1.95M -34,367 -23%
WQ
596
Wealth Quarterback
New Jersey
$7.01M -$470K -8,307 -7%
MBI
597
May Barnhard Investments
Maryland
$6.99M -$1.21M -21,345 -16%
TDWM
598
Topel & Distasi Wealth Management
California
$6.99M +$5.95K +105 +0.1%
IA
599
IFS Advisors
Kansas
$6.94M -$32.8K -580 -0.5%
AWAP
600
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.88M +$102K +1,800 +2%

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.