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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
BHB
1051
Bank Hapoalim BM
Israel
$1.86M -$1.39M -24,577 -44%
OWA
1052
One Wealth Advisors
California
$1.85M -$32.8K -580 -2%
FFA
1053
First Foundation Advisors
California
$1.84M +$48K +848 +3%
GJIA
1054
Glass Jacobson Investment Advisors
Maryland
$1.84M -$110K -1,944 -6%
CCT
1055
Capital City Trust
Florida
$1.84M
AFG
1056
Allegheny Financial Group
Pennsylvania
$1.83M -$56.3K -994 -3%
NPFS
1057
Novak & Powell Financial Services
Florida
$1.83M -$699K -12,339 -29%
HCA
1058
Harbour Capital Advisors
Virginia
$1.83M
SI
1059
Saxon Interests
Texas
$1.81M -$20K -354 -1%
CW
1060
Connectus Wealth
Ohio
$1.81M -$22.8M -403,409 -93%
CFSG
1061
Community Financial Services Group
Vermont
$1.81M +$1.68M +29,725 New
MW
1062
Marcum Wealth
Ohio
$1.8M +$40.5K +716 +2%
BB
1063
Berkshire Bank
Massachusetts
$1.78M -$52.4K -925 -3%
CC
1064
Cadinha & Co
Hawaii
$1.78M +$4.92K +87 +0.3%
AWP
1065
Ascent Wealth Partners
New York
$1.78M +$62K +1,096 +4%
V
1066
VeraBank
Texas
$1.77M -$123K -2,178 -7%
PO
1067
Private Ocean
California
$1.77M -$172K -3,042 -9%
CCM
1068
Condor Capital Management
New Jersey
$1.76M -$20.6K -363 -1%
AFC
1069
AFT Forsyth & Company
Florida
$1.75M +$962 +17 +0.1%
MC
1070
Moors & Cabot
Massachusetts
$1.75M +$224K +3,959 +16%
MHS
1071
M Holdings Securities
Oregon
$1.74M +$1.62M +28,677 New
TFF
1072
The Family Firm
Maryland
$1.74M -$35.7K -630 -2%
FSWA
1073
Financial Synergies Wealth Advisors
Texas
$1.73M -$667K -11,790 -29%
TFG
1074
Taylor Financial Group
Virginia
$1.73M +$71.9K +1,270 +5%
FPGK
1075
Financial Partners Group (Kansas)
Kansas
$1.73M +$23.4K +414 +1%

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.