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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
CFG
51
Citizens Financial Group
Rhode Island
$171M -$1.55M -27,456 -1%
Comerica Bank
52
Comerica Bank
Texas
$171M +$692K +12,231 +0.4%
RMDI
53
R.M. Davis Inc
Maine
$166M +$7.11M +125,503 +5%
MML Investors Services
54
MML Investors Services
Massachusetts
$159M -$11.3M -199,645 -7%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$159M +$119M +2,095,116 +406%
FFB
56
First Financial Bankshares
Texas
$158M -$611K -10,796 -0.4%
Osaic Holdings
57
Osaic Holdings
Arizona
$158M -$25.5M -450,455 -15%
CAM
58
Cresset Asset Management
Illinois
$157M +$15.2M +269,197 +12%
HTC
59
Haverford Trust Company
Pennsylvania
$157M +$4.91M +86,730 +3%
BIM
60
Bridges Investment Management
Nebraska
$152M +$2.73M +48,303 +2%
Fidelity International
61
Fidelity International
Bermuda
$152M +$11.5M +203,171 +9%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$147M +$5.09M +89,886 +4%
AI
63
Accredited Investors
Minnesota
$146M +$53.1M +938,787 +64%
SSB
64
Sandy Spring Bank
Maryland
$144M +$3.38M +59,653 +3%
GT
65
Greenleaf Trust
Michigan
$144M +$702K +12,396 +0.5%
UB
66
UMB Bank
Missouri
$141M -$8.06M -142,406 -6%
APCM
67
Alaska Permanent Capital Management
Alaska
$134M +$10.2M +179,635 +9%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$133M +$3.73M +65,889 +3%
SHGA
69
Sand Hill Global Advisors
California
$131M -$3.72M -65,761 -3%
Corient Private Wealth
70
Corient Private Wealth
Florida
$124M -$5.81M -102,621 -5%
TD Asset Management
71
TD Asset Management
Ontario, Canada
$123M +$49M +866,156 +75%
SIC
72
Sigma Investment Counselors
Michigan
$120M +$356K +6,280 +0.3%
SOMRS
73
State of Michigan Retirement System
Michigan
$119M -$5.3M -93,700 -5%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$117M +$5.4M +95,312 +5%
FT
75
Fiduciary Trust
Massachusetts
$112M +$698K +12,329 +0.7%

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.