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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
CFC
601
Client First Capital
California
$6.8M +$2.67M +47,236 +73%
PCM
602
Penserra Capital Management
California
$6.8M +$6.34M +111,905 New
JFG
603
Jefferies Financial Group
New York
$6.79M -$463K -8,184 -7%
RIA
604
Regal Investment Advisors
Michigan
$6.73M +$67.3K +1,189 +1%
ANBT
605
American National Bank & Trust
Texas
$6.73M -$93.7K -1,655 -1%
TFA
606
Trinity Financial Advisors
Ohio
$6.73M +$651K +11,506 +12%
TWP
607
Triad Wealth Partners
Kansas
$6.72M +$6.27M +110,703 New
PGFC
608
Peapack-Gladstone Financial Corp
New Jersey
$6.7M +$101K +1,786 +2%
NSB
609
Norway Savings Bank
Maine
$6.68M +$633K +11,186 +11%
WFAG
610
Wescott Financial Advisory Group
Pennsylvania
$6.65M -$125K -2,206 -2%
PB
611
Pinnacle Bancorp
Nebraska
$6.65M -$116K -2,049 -2%
ACM
612
Armbruster Capital Management
New York
$6.61M -$251K -4,425 -4%
SSWM
613
Sheets Smith Wealth Management
North Carolina
$6.58M -$22.8K -402 -0.4%
LCOV
614
London Company of Virginia
Virginia
$6.56M -$9.76M -172,399 -61%
AFS
615
AFG Fiduciary Services
Massachusetts
$6.56M -$198K -3,490 -3%
LT
616
Legacy Trust
Michigan
$6.54M -$138K -2,430 -2%
SFI
617
SPC Financial Inc
Maryland
$6.54M +$715K +12,633 +13%
FFA
618
Farther Finance Advisors
California
$6.53M -$46.4K -819 -0.8%
IA
619
IFP Advisors
Florida
$6.53M -$359K -6,339 -6%
SSW
620
Smith Shellnut Wilson
Mississippi
$6.49M -$96.6K -1,707 -2%
LIA
621
LBMC Investment Advisors
Tennessee
$6.48M +$279K +4,920 +5%
GFS
622
GYL Financial Synergies
Connecticut
$6.48M -$25.8K -455 -0.4%
CSA
623
Cottage Street Advisors
Massachusetts
$6.48M -$18.9K -334 -0.3%
EL
624
EWA LLC
Pennsylvania
$6.47M -$8.84M -156,217 -59%
CTC
625
Central Trust Company
Missouri
$6.46M -$260K -4,587 -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.