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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
CWM
876
C2C Wealth Management
Arizona
$3.14M +$1.98K +35 +0.1%
T. Rowe Price Associates
877
T. Rowe Price Associates
Maryland
$3.13M +$1.61M +28,485 +123%
UF
878
Univest Financial
Pennsylvania
$3.11M -$30.1K -532 -1%
SWPG
879
Strategic Wealth Partners Group
Illinois
$3.1M +$368K +6,496 +15%
HWMT
880
Heritage Wealth Management (Texas)
Texas
$3.1M -$49.1K -868 -2%
EFG
881
Embree Financial Group
Illinois
$3.08M -$241K -4,258 -8%
IC
882
IEQ Capital
California
$3.08M +$203K +3,585 +8%
SIAS
883
Summit Investment Advisory Services
Minnesota
$3.05M -$7.3K -129 -0.3%
GFWA
884
Grey Fox Wealth Advisors
Delaware
$3.04M -$14.2K -251 -0.5%
BRM
885
Boston Research & Management
Massachusetts
$3.01M -$54.3K -959 -2%
CNB
886
Camden National Bank
Maine
$3M -$229K -4,038 -8%
BC
887
Bowman & Company
Wisconsin
$2.98M +$1.93M +34,038 +228%
SSA
888
Schonfeld Strategic Advisors
New York
$2.97M +$2.77M +48,914 New
HSA
889
HBK Sorce Advisory
Pennsylvania
$2.97M -$25.6K -453 -0.9%
TAM
890
Townsend Asset Management
North Carolina
$2.97M -$8.66K -153 -0.3%
CA
891
Continuum Advisory
Idaho
$2.97M +$28.5K +504 +1%
LFA
892
Legacy Financial Advisors
Kentucky
$2.96M +$219K +3,873 +9%
BONH
893
Bank of New Hampshire
New Hampshire
$2.93M +$22.6K +399 +0.8%
GPI
894
General Partner Inc
Pennsylvania
$2.92M +$269K +4,750 +11%
BMCM
895
Bryn Mawr Capital Management
Pennsylvania
$2.92M +$274K +4,835 +11%
MWM
896
Mission Wealth Management
California
$2.92M +$848K +14,977 +45%
BFO
897
Biltmore Family Office
North Carolina
$2.91M -$23.2K -409 -0.8%
E
898
ETFidea
New York
$2.91M -$17.9K -317 -0.7%
FHA
899
Flagship Harbor Advisors
Massachusetts
$2.91M +$945K +16,688 +54%
LGA
900
Lebenthal Global Advisors
New York
$2.9M -$40.9K -722 -1%

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.