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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
FCB
951
First County Bank
Connecticut
$2.48M -$373K -6,597 -14%
SYBT
952
Stock Yards Bank & Trust
Kentucky
$2.48M +$97.4K +1,720 +4%
TW
953
TritonPoint Wealth
Maryland
$2.47M -$1.39M -24,595 -36%
PCA
954
Providence Capital Advisors
North Carolina
$2.47M +$71.4K +1,261 +3%
BA
955
Bridge Advisory
California
$2.47M -$705K -12,456 -23%
PCMF
956
Private Capital Management (Florida)
Florida
$2.46M +$11.5K +204 +0.5%
AWM
957
Accurate Wealth Management
Florida
$2.46M -$186K -3,293 -7%
SAMC
958
Spectrum Asset Management (California)
California
$2.45M +$2.29M +40,380 New
NF
959
Nikulski Financial
Iowa
$2.45M +$60K +1,060 +3%
CWA
960
Cascade Wealth Advisors
Washington
$2.44M +$2.39M +42,147 New
CFFP
961
Center for Financial Planning
Michigan
$2.43M +$7.3K +129 +0.3%
RWIA
962
Roger Wittlin Investment Advisory
California
$2.43M -$3.77M -66,663 -62%
JCM
963
Jacobi Capital Management
Pennsylvania
$2.42M -$4.36K -77 -0.2%
CBB
964
Citizens Business Bank
California
$2.41M -$226 -4 -0%
FFO
965
Fortitude Family Office
Arizona
$2.39M -$109K -1,927 -5%
CAL
966
Capital Advisors Ltd
Ohio
$2.39M -$52.2K -922 -2%
CTFG
967
Capstone Triton Financial Group
Oklahoma
$2.37M -$19.5K -345 -0.9%
B
968
Bensler
Washington
$2.36M +$50.6K +894 +2%
NFP
969
NorthLanding Financial Partners
New York
$2.36M -$62.6K -1,106 -3%
WSTAM
970
Wilbanks Smith & Thomas Asset Management
Virginia
$2.36M +$34.1K +603 +2%
1IA
971
1834 Investment Advisors
Wisconsin
$2.35M -$7.13K -126 -0.3%
GC
972
Guggenheim Capital
Illinois
$2.33M -$248K -4,389 -10%
ASW
973
Astoria Strategic Wealth
Texas
$2.32M +$3.85K +68 +0.2%
IAS
974
Investment Advisory Services
Texas
$2.32M +$24.9K +440 +1%
RT
975
Rockland Trust
Massachusetts
$2.31M -$149K -2,640 -7%

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.