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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
SCM
726
Sebold Capital Management
Illinois
$4.78M -$387K -6,836 -8%
TH
727
TCTC Holdings
Texas
$4.77M +$225K +3,978 +5%
FPW
728
Flagship Private Wealth
Massachusetts
$4.77M +$115K +2,027 +3%
MCA
729
MSH Capital Advisors
Arizona
$4.76M -$566K -10,003 -11%
SFP
730
Sterling Financial Planning
New Jersey
$4.76M -$211K -3,731 -5%
GWM
731
GSB Wealth Management
Connecticut
$4.75M +$422K +7,455 +11%
AFO
732
Arrowroot Family Office
California
$4.72M +$276K +4,872 +7%
SIM
733
Seaview Investment Managers
Florida
$4.71M +$297K +5,243 +7%
GSB
734
Greenfield Savings Bank
Massachusetts
$4.7M +$280K +4,953 +7%
SWA
735
SOA Wealth Advisors
New York
$4.68M -$139K -2,456 -3%
SOS
736
Silver Oak Securities
Tennessee
$4.67M -$206K -3,646 -5%
SF
737
Summit Financial
New Jersey
$4.67M +$343K +6,061 +9%
AM
738
AGF Management
Ontario, Canada
$4.64M -$56.6K -1,000 -1%
LF
739
LifeSteps Financial
California
$4.62M -$147K -2,598 -3%
CHC
740
City Holding Co
West Virginia
$4.6M +$294K +5,197 +7%
SCA
741
Sandy Cove Advisors
Massachusetts
$4.59M +$103K +1,819 +2%
DL
742
DOHJ LLC
Washington
$4.59M +$551K +9,737 +15%
FNBOO
743
First National Bank of Omaha
Nebraska
$4.58M -$510K -9,007 -10%
FPCG
744
Forum Private Client Group
Indiana
$4.58M +$66.7K +1,179 +2%
PPWM
745
PFG Private Wealth Management
Florida
$4.58M -$35.5K -627 -0.8%
AWM
746
Aprio Wealth Management
Georgia
$4.56M +$3.69M +65,252 +662%
FPAS
747
Focus Partners Advisor Solutions
Missouri
$4.55M +$1.16M +20,444 +38%
UCB
748
United Community Bank
South Carolina
$4.54M +$148K +2,617 +4%
FA
749
FC Advisory
Pennsylvania
$4.53M +$50.5K +892 +1%
TSS
750
Two Sigma Securities
New York
$4.53M +$3.89M +68,749 +1,187%

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.