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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
NP
851
NorthRock Partners
Minnesota
$3.33M +$772K +13,641 +33%
UL
852
Unionview LLC
Washington
$3.32M +$28.9K +511 +0.9%
WWA
853
WCG Wealth Advisors
Nevada
$3.32M -$180K -3,172 -5%
CAG
854
Csenge Advisory Group
Florida
$3.31M +$243K +4,286 +9%
WIA
855
Wetzel Investment Advisors
Indiana
$3.31M +$22.6K +400 +0.7%
RFA
856
RTD Financial Advisors
Pennsylvania
$3.3M +$1.15M +20,289 +59%
KWM
857
Kaydan Wealth Management
Michigan
$3.29M +$410K +7,246 +15%
CAAM
858
Cornerstone Advisors Asset Management
Pennsylvania
$3.29M -$1.98K -35 -0.1%
PWA
859
Pillar Wealth Advisors
Pennsylvania
$3.28M +$425K +7,509 +16%
LNWWM
860
Laird Norton Wetherby Wealth Management
California
$3.26M -$214K -3,775 -7%
FSG
861
Financial Strategies Group
Michigan
$3.26M -$338K -5,974 -10%
HPC
862
HM Payson & Co
Maine
$3.26M +$56.6K +1,000 +2%
HIA
863
Harbor Investment Advisory
Maryland
$3.26M -$394K -6,956 -11%
AFA
864
AA Financial Advisors
Ohio
$3.25M +$21.9K +387 +0.7%
SI
865
Stephens Inc
Arkansas
$3.23M -$93.8K -1,657 -3%
FIM
866
Fernwood Investment Management
Massachusetts
$3.23M -$168K -2,975 -5%
SFP
867
Sweet Financial Partners
Minnesota
$3.22M +$388K +6,860 +15%
CB
868
Cadence Bank
Mississippi
$3.21M -$119K -2,099 -4%
CPRC
869
Consolidated Portfolio Review Corp
New York
$3.19M -$148K -2,621 -5%
OCM
870
Orion Capital Management
California
$3.17M -$994K -17,558 -25%
PPC
871
Park Place Capital
Alabama
$3.17M -$645K -11,396 -18%
WCM
872
Washburn Capital Management
Florida
$3.16M -$277K -4,900 -9%
TWG
873
The Wealth Group
Minnesota
$3.15M -$180K -3,175 -6%
Wolverine Trading
874
Wolverine Trading
Illinois
$3.14M +$2.93M +51,705 New
HCC
875
Hirtle Callaghan & Co
Pennsylvania
$3.14M

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.