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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
LFG
701
Leverty Financial Group
Wisconsin
$5.05M +$94K +1,661 +2%
GF
702
Gries Financial
Ohio
$5.04M -$152K -2,677 -3%
CWM
703
Cornerstone Wealth Management
Missouri
$5.02M -$268K -4,730 -5%
GA
704
Goldstein Advisors
Wisconsin
$5.01M +$79.1K +1,398 +2%
FCP
705
Fidelis Capital Partners
Florida
$5M +$597K +10,550 +15%
KAS
706
KPP Advisory Services
Kentucky
$4.99M +$4.65M +82,173 New
TCOTS
707
Trust Company of the South
North Carolina
$4.96M -$29.7K -525 -0.6%
LFAS
708
Level Four Advisory Services
Texas
$4.94M -$4.04M -71,288 -80%
SAM
709
Securian Asset Management
Minnesota
$4.92M -$170K -3,000 -4%
CFS
710
CRA Financial Services
New Jersey
$4.88M +$37.4K +660 +0.8%
CWM
711
Castle Wealth Management
Florida
$4.88M -$494K -8,728 -10%
SW
712
StrongBox Wealth
Missouri
$4.87M +$2.94M +51,999 +184%
NYLIM
713
New York Life Investment Management
New York
$4.87M +$4.54M +80,178 New
GDP
714
Great Diamond Partners
Maine
$4.87M +$427K +7,536 +10%
VVP
715
Venture Visionary Partners
Ohio
$4.86M -$270K -4,770 -6%
MYIA
716
Mount Yale Investment Advisors
Colorado
$4.85M -$106K -1,866 -2%
SCG
717
Sonata Capital Group
Washington
$4.84M +$20.2K +356 +0.4%
PCM
718
Perritt Capital Management
Illinois
$4.84M -$12.6K -223 -0.3%
EG
719
Ellerson Group
Maryland
$4.83M -$13K -230 -0.3%
ST
720
Sabal Trust
Florida
$4.83M +$518K +9,155 +13%
MMA
721
Miracle Mile Advisors
California
$4.82M -$415K -7,329 -8%
BCM
722
Brookstone Capital Management
Illinois
$4.81M -$1.34M -23,659 -23%
American Century Companies
723
American Century Companies
Missouri
$4.8M +$459K +8,100 +11%
HCM
724
Hengehold Capital Management
Ohio
$4.8M +$207K +3,653 +5%
WG
725
Watchman Group
Texas
$4.79M +$256K +4,514 +6%

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.