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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
CG
1026
Corundum Group
Colorado
$2M
RCG
1027
Regatta Capital Group
California
$1.99M -$124K -2,199 -6%
DWG
1028
Darden Wealth Group
Michigan
$1.98M -$32.6K -575 -2%
EB
1029
Exchange Bank
California
$1.97M -$54.4K -960 -3%
NL
1030
NWAM LLC
Washington
$1.96M -$3.96M -69,896 -68%
FAM
1031
Forte Asset Management
New York
$1.96M +$83.5K +1,474 +5%
WWC
1032
Waypoint Wealth Counsel
Georgia
$1.96M +$2.43K +43 +0.1%
CWM
1033
Campbell Wealth Management
Virginia
$1.96M -$41.6K -735 -2%
BWM
1034
BigSur Wealth Management
Florida
$1.96M -$113K -2,000 -6%
IP
1035
Ignite Planners
California
$1.96M -$18.4K -325 -1%
BFC
1036
Bedel Financial Consulting
Indiana
$1.95M -$14.6K -258 -0.8%
OC
1037
Oakworth Capital
Alabama
$1.94M -$27.2K -480 -1%
CPP
1038
Capasso Planning Partners
South Carolina
$1.94M +$110K +1,949 +7%
IP
1039
Investment Partners
Ohio
$1.94M +$1.7K +30 +0.1%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$1.93M -$34.1K -602 -2%
CIAS
1041
CBIZ Investment Advisory Services
Ohio
$1.91M +$314K +5,543 +21%
VRM
1042
Vectors Research Management
New York
$1.89M +$170 +3 +0%
KTA
1043
Keeley-Teton Advisors
Illinois
$1.89M +$1.29M +22,739 +271%
BAAM
1044
Baker Avenue Asset Management
California
$1.89M -$19.3K -341 -1%
OCM
1045
Objective Capital Management
Ohio
$1.88M -$151K -2,674 -8%
TP
1046
Tranquility Partners
Tennessee
$1.88M +$46.8K +826 +3%
EPA
1047
Element Pointe Advisors
Florida
$1.87M -$8.51M -150,285 -83%
IAIM
1048
International Assets Investment Management
Florida
$1.87M +$11.9K +210 +0.7%
EW
1049
Evoke Wealth
California
$1.87M +$1.74M +30,713 New
PCMC
1050
Private Capital Management (Colorado)
Colorado
$1.86M -$1.03M -18,267 -37%

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.