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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
76
Connecticut Wealth Management
Connecticut
$110M +$2.33M +41,084 +2%
AIA
77
Ally Invest Advisors
North Carolina
$108M +$169K +2,981 +0.2%
CWM
78
Cahaba Wealth Management
Georgia
$105M +$3.96M +69,996 +4%
BBA
79
BLB&B Advisors
Pennsylvania
$104M +$5.56M +98,222 +6%
WT
80
Whittier Trust
California
$98.4M +$2.64M +46,545 +3%
LW
81
Linscomb Wealth
Texas
$98.2M -$39.6K -699 -0%
BF
82
BOK Financial
Oklahoma
$96M -$4.21M -74,394 -4%
BPWM
83
Badgley Phelps Wealth Managers
Washington
$95.5M -$4.02M -71,070 -4%
AIM
84
Acropolis Investment Management
Missouri
$92.4M -$129K -2,287 -0.2%
Bessemer Group
85
Bessemer Group
New Jersey
$92.3M -$1.27M -22,353 -1%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$92.3M -$7.31M -129,046 -8%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$90M +$1.89M +33,409 +2%
LWMT
88
Legacy Wealth Management (Tennessee)
Tennessee
$89.8M -$4.43M -78,242 -5%
State Street
89
State Street
Massachusetts
$89.4M -$5.39M -95,198 -6%
M&T Bank
90
M&T Bank
New York
$87M -$4.01M -70,867 -5%
LFS
91
Lutz Financial Services
Nebraska
$86.6M +$350K +6,175 +0.4%
SPIA
92
Steward Partners Investment Advisory
New York
$86.6M +$150K +2,654 +0.2%
FIB
93
First Interstate Bank
Montana
$85.6M +$2.98M +52,674 +4%
TIAA Trust, National Association
94
TIAA Trust, National Association
North Carolina
$85.1M -$42.3M -747,330 -35%
FHB
95
First Hawaiian Bank
Hawaii
$80.5M -$11.7M -207,494 -14%
BFPW
96
BOK Financial Private Wealth
Colorado
$80.1M +$2.83M +49,899 +4%
KA
97
Klingman & Associates
New York
$77.3M +$1.67M +29,479 +2%
KAS
98
Kestra Advisory Services
Texas
$77.1M +$3.2M +56,605 +5%
CAM
99
Chandler Asset Management
California
$77M -$15.5M -274,257 -18%
VC
100
Vicus Capital
Pennsylvania
$76.7M +$591K +10,446 +0.8%

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.