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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
DI
1201
Disciplined Investments
Oklahoma
$1.27M -$36.9K -651 -3%
CWA
1202
Continuum Wealth Advisors
New York
$1.26M -$8.78K -155 -0.7%
WWP
1203
Walden Wealth Partners
Ohio
$1.26M -$67.4K -1,190 -5%
CFA
1204
CWS Financial Advisors
Michigan
$1.26M +$226 +4 +0%
SC
1205
Sapient Capital
Indiana
$1.25M -$104K -1,844 -8%
QWP
1206
Quotient Wealth Partners
Texas
$1.24M -$966K -17,065 -45%
S
1207
Sachetta
Massachusetts
$1.24M -$1.02M -17,931 -80%
DWP
1208
Daymark Wealth Partners
Ohio
$1.23M -$209K -3,690 -15%
KHC
1209
Koesten Hirschmann & Crabtree
Kansas
$1.23M +$11.3K +200 +1%
LMIM
1210
Lockheed Martin Investment Management
Maryland
$1.23M
SWM
1211
Stockman Wealth Management
Montana
$1.23M -$43.9K -775 -4%
CHA
1212
Carmichael Hill & Associates
Maryland
$1.23M -$19K -335 -2%
LSA
1213
Lansing Street Advisors
Pennsylvania
$1.22M -$228K -4,022 -17%
SMWM
1214
Silvia McColl Wealth Management
California
$1.22M +$8.1K +143 +0.7%
AWA
1215
ARQ Wealth Advisors
Arizona
$1.22M +$19.2K +340 +2%
TWM
1216
Thrive Wealth Management
Pennsylvania
$1.22M -$284K -5,012 -20%
PIMG
1217
Patriot Investment Management Group
Tennessee
$1.22M
CG
1218
Caprock Group
Idaho
$1.22M +$396 +7 +0%
MJRIC
1219
Mogy Joel R Investment Counsel
California
$1.21M -$35.4K -625 -3%
WA
1220
WBH Advisory
Maryland
$1.21M +$8.49K +150 +0.8%
RA
1221
Ruggaard & Associates
Ohio
$1.21M -$21.8K -385 -2%
LA
1222
Legacy Advisors
Pennsylvania
$1.2M +$22.1K +390 +2%
RSWM
1223
Robertson Stephens Wealth Management
California
$1.2M -$808K -14,267 -42%
MA
1224
MBA Advisors
Pennsylvania
$1.2M -$13K -230 -1%
PWM
1225
PBMares Wealth Management
Virginia
$1.19M +$45.7K +808 +4%

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.