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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
FSC
101
Full Sail Capital
Oklahoma
$74.6M +$3.01M +53,230 +5%
CAN
102
Cetera Advisor Networks
California
$73.6M +$3.51M +61,951 +5%
LF
103
Lee Financial
Texas
$73.5M +$1.36M +24,032 +2%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$72.6M -$3.72M -65,622 -5%
AFG
105
Arkansas Financial Group
Arkansas
$72M -$1.16M -20,488 -2%
LRIA
106
Leonard Rickey Investment Advisors
Washington
$71.4M +$322K +5,688 +0.5%
Focus Partners Wealth
107
Focus Partners Wealth
Massachusetts
$70.8M +$39.3M +693,836 +147%
PA
108
Planning Alternatives
Michigan
$70.6M -$169K -2,982 -0.3%
PFM
109
Phillips Financial Management
Indiana
$70.2M -$2.24M -39,631 -3%
SFG
110
Sage Financial Group
Pennsylvania
$70M +$2.82M +49,769 +5%
GIM
111
Goelzer Investment Management
Indiana
$69M +$6.79M +119,967 +12%
TFO
112
Tarbox Family Office
California
$68.9M +$1.13M +19,986 +2%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$67.3M -$1.16M -20,562 -2%
LI
114
LVZ Inc
Michigan
$67M -$76.4M -1,349,329 -55%
HI
115
Horizon Investments
North Carolina
$66.7M +$53.9M +952,423 +655%
CA
116
Cetera Advisors
Colorado
$66.6M +$12.9M +228,729 +26%
SWP
117
Stratos Wealth Partners
Ohio
$65.6M +$1.62M +28,561 +3%
CCFCSB
118
Cape Cod Five Cents Savings Bank
Massachusetts
$65.5M -$687K -12,143 -1%
MPWT
119
MassMutual Private Wealth & Trust
Connecticut
$65.2M -$6.27M -110,725 -9%
MGIA
120
Moneta Group Investment Advisors
Missouri
$65M +$3.22M +56,908 +6%
RWB
121
RMR Wealth Builders
New Jersey
$64.4M +$2.97M +52,471 +5%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$63.4M
RWM
123
RKL Wealth Management
Pennsylvania
$63.3M +$4.64M +81,892 +9%
EH
124
Equitable Holdings
New York
$61.5M -$2.44M -43,119 -4%
DWM
125
Destination Wealth Management
California
$61.2M +$470K +8,295 +0.8%

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.