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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
EWA
1076
EverSource Wealth Advisors
Alabama
$1.72M +$177K +3,135 +12%
RWMG
1077
Redwood Wealth Management Group
New Jersey
$1.72M +$3.23K +57 +0.2%
MBTD
1078
Mechanics Bank - Trust Department
California
$1.72M
BFG
1079
Baron Financial Group
New Jersey
$1.71M +$19.5K +345 +1%
MI
1080
Moneywise Inc
Virginia
$1.71M -$70.3K -1,242 -4%
BMWM
1081
Brown Miller Wealth Management
Virginia
$1.71M -$39.2K -692 -2%
RWM
1082
Rockwood Wealth Management
Pennsylvania
$1.7M +$170 +3 +0%
ONST
1083
Old North State Trust
North Carolina
$1.7M +$1.58M +27,945 New
BAM
1084
Berkshire Asset Management
Pennsylvania
$1.69M
SL
1085
Sentinus LLC
Illinois
$1.69M +$1.58M +27,863 New
CFG
1086
Cooper Financial Group
California
$1.69M +$70.1K +1,238 +5%
EK
1087
Evensky & Katz
Florida
$1.69M -$53K -937 -3%
MMHP
1088
Murphy Middleton Hinkle & Parker
Georgia
$1.68M -$2.32K -41 -0.1%
RA
1089
RFG Advisory
Alabama
$1.68M +$112K +1,986 +8%
FWP
1090
FAS Wealth Partners
Kansas
$1.68M -$44.4K -784 -3%
RRA
1091
Round Rock Advisors
Connecticut
$1.68M -$137K -2,416 -8%
TMWM
1092
Taylor & Morgan Wealth Management
Michigan
$1.66M +$39.6K +699 +3%
XF
1093
XML Financial
Maryland
$1.66M -$11.7K -207 -0.8%
FA
1094
Fiducient Advisors
Illinois
$1.65M +$92.5K +1,633 +6%
EB
1095
Eastern Bank
Massachusetts
$1.64M -$79.1K -1,398 -5%
ANB
1096
Amarillo National Bank
Texas
$1.64M -$61.5K -1,086 -4%
AWA
1097
Aaron Wealth Advisors
Illinois
$1.64M -$283K -4,990 -16%
WA
1098
WP Advisors
California
$1.63M +$3.91K +69 +0.3%
CBT
1099
CoreFirst Bank & Trust
Kansas
$1.63M +$489K +8,635 +47%
AG
1100
Ascent Group
Virginia
$1.62M -$138K -2,440 -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.