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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
VFP
776
Verus Financial Partners
Virginia
$4.19M -$39.9K -705 -1%
NSAM
777
North Star Asset Management
Wisconsin
$4.19M -$5.87M -103,654 -60%
Jane Street
778
Jane Street
New York
$4.17M +$3.89M +68,663 New
WHG
779
Westwood Holdings Group
Texas
$4.15M +$47K +830 +1%
UBG
780
United Bank (Georgia)
Georgia
$4.14M -$29.3K -518 -0.8%
WPC
781
Wedmont Private Capital
Pennsylvania
$4.13M +$13.2K +234 +0.3%
NB
782
NBT Bank
New York
$4.12M +$366K +6,465 +11%
LWMNY
783
Landmark Wealth Management (New York)
New York
$4.11M -$178K -3,151 -4%
EW
784
Element Wealth
Mississippi
$4.11M -$32.6K -576 -0.8%
FFG
785
Foundry Financial Group
New Hampshire
$4.1M -$91.2K -1,611 -2%
GS
786
GTS Securities
New York
$4.05M -$9.31M -164,378 -71%
MWP
787
Moller Wealth Partners
$4.05M -$57 -1 -0%
AWMG
788
Alliance Wealth Management Group
New Jersey
$4.04M +$128K +2,268 +4%
BJL
789
Brighton Jones LLC
Washington
$4.04M -$11K -195 -0.3%
MWAM
790
Manhattan West Asset Management
California
$4.03M +$32.7K +577 +0.9%
SAM
791
Smithbridge Asset Management
Pennsylvania
$4.01M -$849 -15 -0%
Kayne Anderson Rudnick Investment Management
792
Kayne Anderson Rudnick Investment Management
California
$4M -$2.34M -41,250 -39%
AFS
793
Annapolis Financial Services
Maryland
$3.99M -$168K -2,965 -4%
SIG
794
Sky Investment Group
Connecticut
$3.97M
WF
795
Welch & Forbes
Massachusetts
$3.95M -$260K -4,590 -7%
LNWTC
796
Laird Norton Wetherby Trust Company
Washington
$3.94M +$3.67M +64,825 New
GFP
797
Gryphon Financial Partners
Ohio
$3.93M -$135K -2,383 -4%
NDSI
798
Newman Dignan & Sheerar Inc
Rhode Island
$3.9M -$43.5K -769 -1%
CBT
799
Central Bank & Trust
Kentucky
$3.89M -$104K -1,834 -3%
OWM
800
Olympus Wealth Management
Utah
$3.89M -$1M -17,666 -22%

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.