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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
3F
901
360 Financial
Minnesota
$2.9M +$85.3K +1,507 +3%
GHA
902
GW Henssler & Associates
Georgia
$2.89M -$203K -3,579 -7%
PFG
903
Prosperity Financial Group
California
$2.88M +$2.21M +39,018 +462%
IMC Chicago
904
IMC Chicago
Illinois
$2.87M +$2.68M +47,321 New
PG
905
Patten Group
Tennessee
$2.87M -$67.9K -1,200 -2%
NEPWA
906
New England Private Wealth Advisors
Massachusetts
$2.86M +$9.06K +160 +0.3%
MFG
907
Merit Financial Group
Georgia
$2.86M +$463K +8,175 +20%
PPWP
908
Premier Path Wealth Partners
New Jersey
$2.85M +$345K +6,098 +15%
ATWA
909
Arbor Trust Wealth Advisors
Michigan
$2.84M +$22.4K +395 +0.8%
BMM
910
Buffington Mohr McNeal
Idaho
$2.84M -$35.2K -621 -1%
FCA
911
FLC Capital Advisors
California
$2.84M
CF
912
Convergence Financial
Missouri
$2.79M +$2.28M +40,278 +719%
IF
913
Intrua Financial
Texas
$2.77M -$735K -12,984 -22%
TC
914
TownSquare Capital
Utah
$2.77M -$598K -10,554 -19%
PPP
915
Private Portfolio Partners
New Jersey
$2.76M +$169K +2,984 +7%
DPI
916
Diversified Portfolios Inc
Michigan
$2.76M +$99.4K +1,755 +4%
CIC
917
Carnegie Investment Counsel
Ohio
$2.75M -$217K -3,831 -8%
AF
918
Apexium Financial
Texas
$2.75M -$14.1K -249 -0.5%
BWM
919
Birchcreek Wealth Management
Ohio
$2.74M +$171K +3,027 +7%
MSAM
920
Moloney Securities Asset Management
Missouri
$2.74M +$123K +2,176 +5%
SWM
921
SigFig Wealth Management
California
$2.73M -$17.3K -305 -0.7%
SPIS
922
Steward Partners Investment Solutions
Oregon
$2.72M +$2.53M +44,718 New
NCM
923
Next Capital Management
New York
$2.71M +$42.1K +743 +2%
HSWS
924
Higgins & Schmidt Wealth Strategies
Colorado
$2.7M +$23.8K +421 +1%
GWS
925
Glassman Wealth Services
Virginia
$2.69M +$105K +1,855 +4%

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.