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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
CANC
1226
Culbertson A N & Co
Virginia
$1.18M +$253K +4,465 +30%
TPWA
1227
Twin Peaks Wealth Advisors
California
$1.18M -$6K -106 -0.5%
BFA
1228
Buttonwood Financial Advisors
Maryland
$1.18M -$23.5K -415 -2%
OFS
1229
Orrstown Financial Services
Pennsylvania
$1.18M +$65.9K +1,164 +6%
SFA
1230
Source Financial Advisors
New York
$1.17M +$232K +4,094 +27%
HCM
1231
Howland Capital Management
Massachusetts
$1.17M +$241K +4,265 +28%
GPA
1232
Garrison Point Advisors
California
$1.17M +$25.5K +450 +2%
NWMG
1233
National Wealth Management Group
Ohio
$1.16M +$152K +2,682 +16%
BCM
1234
Brookmont Capital Management
Texas
$1.15M -$263K -4,643 -20%
OPA
1235
Old Port Advisors
Maine
$1.15M -$22K -389 -2%
ACG
1236
Allen Capital Group
Nebraska
$1.15M +$283 +5 +0%
PTB
1237
Pioneer Trust Bank
Oregon
$1.14M +$5.38K +95 +0.5%
AFO
1238
Allie Family Office
Florida
$1.14M -$609K -10,759 -36%
GI
1239
GAMMA Investing
California
$1.13M +$722K +12,755 +219%
RPGK
1240
Retirement Planning Group (Kansas)
Kansas
$1.11M
GL
1241
Gerber LLC
Ohio
$1.11M +$822K +14,515 +388%
MAM
1242
MMA Asset Management
Pennsylvania
$1.11M -$58.8K -1,039 -5%
CWC
1243
Carolinas Wealth Consulting
North Carolina
$1.11M +$265K +4,685 +35%
SDWMA
1244
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.1M +$2.15K +38 +0.2%
BW
1245
Basepoint Wealth
Iowa
$1.1M +$303K +5,355 +42%
DACG
1246
Donor Advised Charitable Giving
California
$1.1M -$18.9K -334 -2%
WCAMG
1247
Woodard & Company Asset Management Group
North Carolina
$1.1M -$40.1K -709 -4%
PCM
1248
Pointe Capital Management
Michigan
$1.1M +$27.6K +487 +3%
WCM
1249
Wealthcare Capital Management
Virginia
$1.1M -$83.8K -1,480 -8%
AIM
1250
Anchor Investment Management
South Carolina
$1.09M -$1.13K -20 -0.1%

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.