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iShares Core S&P Mid-Cap ETF
IJH

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: 2,169 → 2,224 (+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: 360 → 355 (-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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$375M
2
Bank of America
Bank of America
North Carolina
+$264M
3
RJA
Raymond James & Associates
Florida
+$253M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$214M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$119M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.96B
2
WFA
Wellspring Financial Advisors
Ohio
-$282M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$161M
4
Cerity Partners
Cerity Partners
New York
-$129M
5
LPL Financial
LPL Financial
California
-$79.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
976
Lakeshore Financial Planning
Michigan
$2.3M -$21.5K -380 -1%
MWM
977
MY Wealth Management
Maryland
$2.29M -$1.3M -23,035 -38%
CGPCS
978
Capital Group Private Client Services
California
$2.29M +$233K +4,120 +12%
Koshinski Asset Management
979
Koshinski Asset Management
Illinois
$2.28M -$142K -2,500 -6%
CL
980
COWA LLC
Oklahoma
$2.26M -$38.1K -673 -2%
G
981
Gainplan
Michigan
$2.26M +$87K +1,537 +4%
EC
982
Estate Counselors
Wisconsin
$2.26M +$2.1M +37,175 New
CSIC
983
Clifford Swan Investment Counsel
California
$2.25M +$109K +1,920 +5%
GAM
984
GEM Asset Management
Michigan
$2.24M +$13.3K +235 +0.6%
LIM
985
Letson Investment Management
Georgia
$2.23M – – –
CW
986
CIC Wealth
Maryland
$2.23M +$4.76K +84 +0.2%
VCA
987
Verdence Capital Advisors
Maryland
$2.23M +$112K +1,978 +6%
HNWAG
988
High Net Worth Advisory Group
Florida
$2.22M +$39.7K +701 +2%
SAM
989
Silvercrest Asset Management
New York
$2.22M -$11K -195 -0.5%
IGWM
990
ICA Group Wealth Management
Colorado
$2.21M -$299K -5,283 -13%
WTB
991
Washington Trust Bank
Washington
$2.19M – – –
FCA
992
FinTrust Capital Advisors
South Carolina
$2.18M -$21.7K -384 -1%
NA
993
Navellier & Associates
Nevada
$2.18M – – –
MCM
994
Maple Capital Management
Vermont
$2.18M +$364K +6,425 +22%
RWP
995
Revolve Wealth Partners
New Jersey
$2.17M -$27.3K -482 -1%
DAS
996
Diversify Advisory Services
Utah
$2.17M +$2.04M +35,990 New
KBFS
997
Kohmann Bosshard Financial Services
Ohio
$2.17M – – –
AIA
998
Arcadia Investment Advisors
Idaho
$2.16M -$66.7K -1,178 -3%
BFEC
999
Benjamin F. Edwards & Company
Missouri
$2.15M -$211K -3,719 -9%
ACIM
1000
Azimuth Capital Investment Management
Michigan
$2.15M -$35.4K -625 -2%
38 39
40
41 42

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.