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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
BB
801
Busey Bank
Illinois
$3.89M +$566K +9,996 +19%
PGWM
802
Parisi Gray Wealth Management
New Jersey
$3.89M -$320K -5,656 -8%
HL
803
HeadInvest LLC
Maine
$3.86M +$16.1K +285 +0.5%
VWM
804
VCI Wealth Management
Missouri
$3.85M -$748K -13,216 -17%
FWM
805
ForthRight Wealth Management
Georgia
$3.84M -$77.7K -1,372 -2%
VF
806
VitalStone Financial
Texas
$3.84M -$473K -8,360 -12%
JIC
807
Joel Isaacson & Co
New York
$3.82M +$273K +4,825 +8%
KIG
808
Kowal Investment Group
Wisconsin
$3.82M +$109K +1,930 +3%
BCG
809
Breakwater Capital Group
New Jersey
$3.81M -$45.2K -798 -1%
PRWA
810
Platte River Wealth Advisors
Colorado
$3.79M +$247K +4,360 +8%
Neuberger Berman Group
811
Neuberger Berman Group
New York
$3.78M -$89.1K -1,573 -2%
NOI
812
Newton One Investments
Delaware
$3.77M -$24.4K -431 -0.7%
VFA
813
Valeo Financial Advisors
Indiana
$3.74M +$157K +2,779 +4%
HIA
814
HTG Investment Advisors
Connecticut
$3.73M +$184K +3,246 +6%
WJA
815
Willis Johnson & Associates
Texas
$3.71M +$24.3K +429 +0.7%
ST
816
Spinnaker Trust
Maine
$3.7M -$83.8K -1,481 -2%
Deutsche Bank
817
Deutsche Bank
Germany
$3.7M +$2.83K +50 +0.1%
NAG
818
Northstar Advisory Group
New Jersey
$3.69M -$6.07M -107,167 -63%
ECM
819
Evergreen Capital Management
Washington
$3.69M +$544K +9,617 +19%
PI
820
PFG Investments
New York
$3.67M +$3.03M +53,521 +767%
MSWM
821
McGlone Suttner Wealth Management
Wisconsin
$3.65M -$174K -3,070 -5%
WP
822
Wealthspan Partners
Iowa
$3.64M -$190K -3,363 -5%
CV
823
Counterweight Ventures
North Carolina
$3.63M -$1.15M -20,375 -25%
CAM
824
Creekmur Asset Management
Illinois
$3.62M -$1.95M -34,451 -37%
FTC
825
Farmers Trust Company
Ohio
$3.62M +$99.6K +1,760 +3%

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.