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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
EW
1001
Enzi Wealth
Texas
$2.14M -$17.3K -305 -0.8%
SCA
1002
St. Clair Advisors
Ohio
$2.14M +$906 +16 +0%
PA
1003
PSI Advisors
Florida
$2.14M -$179K -3,164 -8%
TSW
1004
Three Seasons Wealth
Utah
$2.13M -$396 -7 -0%
ACM
1005
Ategra Capital Management
Virginia
$2.13M -$35.9K -634 -2%
GGS
1006
Galvin Gaustad & Stein
Arizona
$2.12M -$113K -1,997 -5%
CFO
1007
Colony Family Offices
North Carolina
$2.12M
OC
1008
Opinicus Capital
Florida
$2.12M +$244K +4,309 +14%
WDL
1009
Well Done LLC
Michigan
$2.11M -$15.6K -276 -0.8%
TIA
1010
Tiemann Investment Advisors
California
$2.11M +$90.3K +1,595 +5%
UBV
1011
United Bank (Virginia)
Virginia
$2.11M -$103K -1,819 -5%
LC
1012
LCNB Corp
Ohio
$2.09M -$22.6K -400 -1%
BA
1013
Ballew Advisors
Mississippi
$2.09M -$99.5K -1,757 -5%
Betterment LLC
1014
Betterment LLC
New York
$2.08M -$58.7K -1,036 -3%
WGCA
1015
Wolf Group Capital Advisors
Virginia
$2.07M -$1.79M -31,668 -80%
AWA
1016
Amplius Wealth Advisors
Pennsylvania
$2.06M -$1.64K -29 -0.1%
LWL
1017
Leo Wealth LLC
Texas
$2.06M -$1.17M -20,649 -38%
SAS
1018
Stelac Advisory Services
New York
$2.05M +$184K +3,255 +11%
PTC
1019
Philadelphia Trust Company
Pennsylvania
$2.05M
MTIC
1020
Missouri Trust & Investment Company
Missouri
$2.02M +$28.3K +500 +2%
MIM
1021
Macroview Investment Management
Maryland
$2.01M +$44.7K +790 +2%
PGWM
1022
Pitti Group Wealth Management
New York
$2.01M -$22.3K -394 -1%
OFS
1023
Oldfather Financial Services
Nebraska
$2.01M +$1.64K +29 +0.1%
FB
1024
Fulton Bank
Pennsylvania
$2M +$163K +2,887 +10%
9WM
1025
9258 Wealth Management
Ohio
$2M -$129K -2,277 -6%

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.