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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
CT
751
Colonial Trust
South Carolina
$4.5M +$11.7K +206 +0.3%
SAF
752
Smith Anglin Financial
Texas
$4.49M -$669K -11,809 -14%
TCOO
753
Trust Company of Oklahoma
Oklahoma
$4.48M +$32.6K +575 +0.8%
CFGS
754
Concourse Financial Group Securities
Alabama
$4.47M -$188K -3,316 -4%
BFWA
755
Benchmark Financial Wealth Advisors
Florida
$4.46M -$358K -6,323 -8%
MCC
756
Money Concepts Capital
Florida
$4.43M +$436K +7,707 +12%
SFG
757
Sather Financial Group
Texas
$4.42M -$56.6K -1,000 -1%
SW
758
Simplicity Wealth
New Jersey
$4.42M +$4.12M +72,742 New
NL
759
NEPC LLC
Massachusetts
$4.4M
SWP
760
Summit Wealth Partners
Florida
$4.39M +$343K +6,057 +9%
PA
761
PFG Advisors
Arizona
$4.37M -$70.3K -1,241 -2%
HWM
762
HighMark Wealth Management
Minnesota
$4.35M +$145K +2,562 +4%
HH
763
Hilltop Holdings
Texas
$4.34M +$141K +2,495 +4%
SFMG
764
Sage Financial Management Group
Virginia
$4.33M +$187K +3,306 +5%
EI
765
Ellevest Inc
New York
$4.33M +$812K +14,339 +25%
HIMC
766
Heritage Investors Management Corp
Maryland
$4.33M +$13.9K +245 +0.3%
RWA
767
River Wealth Advisors
Pennsylvania
$4.31M -$239K -4,215 -6%
TWC
768
TD Waterhouse Canada
Ontario, Canada
$4.31M -$179K -3,164 -5%
IWM
769
IHT Wealth Management
Illinois
$4.3M +$208K +3,680 +5%
QCIG
770
Quad-Cities Investment Group
Iowa
$4.3M +$197K +3,488 +5%
PWM
771
Partnership Wealth Management
Maryland
$4.3M +$106K +1,875 +3%
UBS AM
772
UBS AM
Illinois
$4.29M +$403K +7,124 +11%
VC
773
Vestor Capital
Illinois
$4.25M -$966K -17,056 -20%
GLA
774
Good Life Advisors
Pennsylvania
$4.22M -$234K -4,128 -6%
GAA
775
Guardian Asset Advisors
Pennsylvania
$4.2M +$987K +17,425 +34%

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.