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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
SFC
626
Strategic Financial Concepts
Texas
$6.43M +$2.46M +43,511 +70%
TSWM
627
Triangle Securities Wealth Management
North Carolina
$6.36M +$113K +1,988 +2%
BHIA
628
Birch Hill Investment Advisors
Massachusetts
$6.32M +$108K +1,909 +2%
RCAG
629
Rehmann Capital Advisory Group
Michigan
$6.29M +$11.9K +210 +0.2%
PFA
630
Pettinga Financial Advisors
Indiana
$6.26M -$177K -3,118 -3%
G
631
GenTrust
Florida
$6.18M -$100K -1,772 -2%
SCA
632
Snowden Capital Advisors
New York
$6.18M -$1.89M -33,361 -25%
MOS
633
MGO One Seven
Ohio
$6.15M -$563K -9,950 -9%
CCM
634
Crew Capital Management
Ohio
$6.13M +$4.56M +80,498 +393%
SW
635
SlateStone Wealth
Florida
$6.09M +$488K +8,615 +9%
RCM
636
Richardson Capital Management
Wisconsin
$6.07M +$5.63M +99,448 +17,601%
MG
637
Mather Group
Illinois
$6.07M -$4.99M -88,157 -80%
PCM
638
Pennsylvania Capital Management
Pennsylvania
$6.06M -$357K -6,307 -6%
ACA
639
Affinity Capital Advisors
California
$6.05M +$1.35M +23,855 +31%
FC
640
Financial Council
Maryland
$6.03M -$8.78K -155 -0.2%
DWA
641
Delta Wealth Advisors
Indiana
$6.01M +$5.61M +99,004 New
AFP
642
Alpha Financial Partners
Kentucky
$6.01M +$156K +2,757 +3%
FFWA
643
FRG Family Wealth Advisors
Washington
$5.96M
WI
644
WrapManager Inc
California
$5.87M +$1.05M +18,602 +24%
PFA
645
Pure Financial Advisors
California
$5.83M -$323K -5,703 -6%
GTAM
646
Global Trust Asset Management
Florida
$5.83M +$121K +2,135 +2%
PMG
647
ProVise Management Group
Florida
$5.81M -$152K -2,690 -3%
BAM
648
Belpointe Asset Management
Nevada
$5.81M +$3.16M +55,792 +140%
PCM
649
Parsons Capital Management
Rhode Island
$5.79M -$247K -4,363 -4%
SCM
650
SOL Capital Management
Maryland
$5.78M -$212K -3,750 -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.