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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
AC
1151
AWM Capital
Arizona
$1.42M +$889K +15,700 +205%
CCG
1152
Cypress Capital Group
Florida
$1.41M -$14M -247,692 -91%
CCA
1153
Clearwater Capital Advisors
Illinois
$1.41M -$93K -1,643 -7%
FTUS
1154
Flow Traders U.S.
New York
$1.41M +$212K +3,742 +19%
ASFA
1155
All Season Financial Advisors
Colorado
$1.4M +$134K +2,371 +11%
KFGK
1156
Keystone Financial Group (Kentucky)
Kentucky
$1.4M +$188K +3,328 +17%
Qube Research & Technologies (QRT)
1157
Qube Research & Technologies (QRT)
United Kingdom
$1.4M -$508K -8,976 -28%
BLC
1158
Brown, Lisle/Cummings
Rhode Island
$1.39M +$39.7K +702 +3%
CWS
1159
Confluence Wealth Services
Pennsylvania
$1.39M -$22.6K -400 -2%
SL
1160
SFM LLC
New Hampshire
$1.39M -$164K -2,890 -11%
LRWA
1161
Long Run Wealth Advisors
New York
$1.38M
GWP
1162
Gateway Wealth Partners
Wisconsin
$1.38M +$24.6K +434 +2%
NS
1163
NBC Securities
Alabama
$1.38M +$1.87K +33 +0.1%
SS
1164
Sunbelt Securities
Texas
$1.38M -$49.9K -882 -4%
SWM
1165
Shakespeare Wealth Management
Wisconsin
$1.37M -$113K -1,994 -8%
KF
1166
Krilogy Financial
Missouri
$1.37M +$1.27M +22,504 New
CASC
1167
Coppell Advisory Solutions Corp
Texas
$1.36M +$1.27M +22,466 New
TIM
1168
Tortoise Investment Management
New York
$1.36M -$33.7K -595 -3%
IPW
1169
Invictus Private Wealth
Colorado
$1.36M -$11.4K -202 -0.9%
PFG
1170
Pinnacle Financial Group
Illinois
$1.36M -$9.57K -169 -0.8%
EA
1171
Everpar Advisors
Oklahoma
$1.35M +$265K +4,672 +27%
DW
1172
Dodds Wealth
Colorado
$1.35M +$150K +2,646 +13%
ZF
1173
Zhang Financial
Michigan
$1.35M -$28.5K -503 -2%
SA
1174
Strategic Advocates
Utah
$1.35M -$12.7M -224,400 -91%
MWA
1175
Midland Wealth Advisors
Illinois
$1.35M +$282K +4,988 +29%

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.