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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
CFG
1176
Cosner Financial Group
Colorado
$1.35M +$9.85K +174 +0.8%
FFA
1177
Fortune Financial Advisors
Kansas
$1.34M -$30.6K -541 -2%
SCM
1178
Sage Capital Management
New Jersey
$1.34M +$3.06K +54 +0.2%
TCM
1179
Tufton Capital Management
Maryland
$1.34M +$7.64K +135 +0.6%
1WM
1180
1900 Wealth Management
Texas
$1.34M -$16.1K -285 -1%
CCWM
1181
Correct Capital Wealth Management
Missouri
$1.33M -$164K -2,893 -12%
CIS
1182
Continental Investors Services
Washington
$1.33M -$10.5K -186 -0.8%
KCPG
1183
Kavar Capital Partners Group
Kansas
$1.33M -$1.24M -21,890 -50%
DIA
1184
Dana Investment Advisors
Wisconsin
$1.33M
SIA
1185
SeaBridge Investment Advisors
New Jersey
$1.33M
QCM
1186
QRG Capital Management
Illinois
$1.33M +$188K +3,312 +18%
VF
1187
Vawter Financial
Ohio
$1.32M -$16.2K -286 -1%
LA
1188
Lane & Associates
New Jersey
$1.32M +$19.5K +345 +2%
National Bank of Canada
1189
National Bank of Canada
Quebec, Canada
$1.32M +$5.78K +102 +0.5%
ACA
1190
Aptus Capital Advisors
Alabama
$1.31M +$529K +9,351 +76%
JWBC
1191
John W. Brooker & Co
California
$1.3M +$17.2K +304 +1%
LNB
1192
Ledyard National Bank
$1.3M -$79.8K -1,410 -6%
H
1193
HoyleCohen
California
$1.3M -$22.1K -391 -2%
LC
1194
Lincoln Capital
Nebraska
$1.3M -$33.5K -592 -3%
CWM
1195
Calamos Wealth Management
Illinois
$1.29M -$22K -388 -2%
MAM
1196
MWA Asset Management
Massachusetts
$1.29M +$37.1K +655 +3%
SPC
1197
Spirepoint Private Client
Florida
$1.28M +$1.19M +21,013 New
WCWM
1198
Wooster Corthell Wealth Management
Connecticut
$1.27M -$25.3K -447 -2%
WMP
1199
Wealth Management Partners
Arizona
$1.27M -$51.8K -915 -4%
HCM
1200
Hollencrest Capital Management
California
$1.27M +$113 +2 +0%

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.