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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
PWG
926
Private Wealth Group
Florida
$2.69M +$74.2K +1,310 +3%
GC
927
Gilbert & Cook
Iowa
$2.68M -$54.5K -962 -2%
CA
928
Claro Advisors
Massachusetts
$2.66M +$68.7K +1,214 +3%
SFG
929
SevenBridge Financial Group
Pennsylvania
$2.64M -$235K -4,153 -8%
AT
930
Arvest Trust
Oklahoma
$2.63M -$177K -3,125 -7%
EFL
931
ERn Financial LLC
Wisconsin
$2.62M -$40.6K -717 -2%
VIM
932
Vista Investment Management
Pennsylvania
$2.62M +$9.29K +164 +0.4%
HNB
933
Hilltop National Bank
Wyoming
$2.6M +$2.43M +42,845 New
QWM
934
Quadcap Wealth Management
Texas
$2.6M -$43K -760 -2%
SGK
935
Steigerwald Gordon & Koch
Virginia
$2.59M +$17.9K +316 +0.7%
WCFA
936
Walkner Condon Financial Advisors
Wisconsin
$2.59M +$75.7K +1,337 +3%
SB
937
Strategic Blueprint
Georgia
$2.58M +$390K +6,883 +19%
WAM
938
Weinberger Asset Management
California
$2.58M -$185K -3,265 -7%
DFA
939
Delta Financial Advisors
Louisiana
$2.58M
BFW
940
Brady Family Wealth
Missouri
$2.58M -$2.15K -38 -0.1%
BHBT
941
Burke & Herbert Bank & Trust
Virginia
$2.56M +$18.3K +324 +0.8%
WCWM
942
Willow Creek Wealth Management
California
$2.54M +$3.68K +65 +0.2%
KIA
943
KCM Investment Advisors
California
$2.52M -$42K -742 -2%
FG
944
Fairman Group
Pennsylvania
$2.51M +$467K +8,247 +25%
CPC
945
Consolidated Planning Corp
Georgia
$2.51M -$32K -565 -1%
KP
946
Keel Point
Alabama
$2.5M
CPC
947
Congress Park Capital
New York
$2.5M +$70.3K +1,241 +3%
SF
948
SWP Financial
California
$2.5M +$293K +5,170 +14%
BFM
949
Broadview Financial Management
Wisconsin
$2.48M -$54.6K -965 -2%
WS
950
Wedbush Securities
California
$2.48M -$128K -2,267 -5%

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.