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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
CFD
676
Creative Financial Designs
Indiana
$5.42M +$706K +12,474 +16%
CWA
677
Clarus Wealth Advisors
Arizona
$5.42M +$584K +10,322 +13%
SFS
678
Sowell Financial Services
Arkansas
$5.42M -$86.3K -1,525 -2%
CW
679
CreativeOne Wealth
Kansas
$5.42M +$1.99M +35,078 +65%
TCG
680
Transcendent Capital Group
Oklahoma
$5.41M +$2.97M +52,387 +143%
TFCP
681
Twin Focus Capital Partners
Massachusetts
$5.41M +$20.3K +358 +0.4%
OWM
682
Opes Wealth Management
California
$5.35M -$40.3K -712 -0.8%
FMC
683
First Merchants Corp
Indiana
$5.31M -$116K -2,054 -2%
MC
684
Middleton & Co
Massachusetts
$5.29M +$379K +6,696 +8%
MPPLM
685
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.29M -$71.4K -1,262 -1%
LPT
686
Legacy Private Trust
Wisconsin
$5.26M +$276K +4,875 +6%
CFO
687
CVA Family Office
Colorado
$5.23M -$153K -2,705 -3%
CAG
688
Crestwood Advisors Group
Massachusetts
$5.22M -$111K -1,955 -2%
SC
689
Stephenson & Company
California
$5.2M +$426K +7,527 +10%
MWA
690
Muirfield Wealth Advisors
North Carolina
$5.2M -$39.2K -693 -0.8%
CIR
691
Clear Investment Research
Georgia
$5.17M -$606K -10,699 -11%
R
692
Rebalance
California
$5.16M +$135K +2,378 +3%
AL
693
Aspiriant LLC
California
$5.15M -$403K -7,115 -8%
BCG
694
BayBridge Capital Group
California
$5.13M +$193K +3,414 +4%
AWA
695
Arete Wealth Advisors
Illinois
$5.12M -$297K -5,238 -6%
NEAM
696
New England Asset Management
Connecticut
$5.12M
FIA
697
Foundations Investment Advisors
Arizona
$5.11M +$1.44M +25,520 +44%
CSPIA
698
Cary Street Partners Investment Advisory
Virginia
$5.11M +$224K +3,964 +5%
CAGAS
699
Capital Advisory Group Advisory Services
Minnesota
$5.07M -$15.6K -275 -0.3%
SS
700
Sound Stewardship
Kansas
$5.07M +$187K +3,299 +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.