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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
WH
1251
Willner & Heller
California
$1.09M -$61.4K -1,085 -6%
SFG
1252
Sovereign Financial Group
Connecticut
$1.09M +$18.3K +323 +2%
USCWA
1253
U.S. Capital Wealth Advisors
Texas
$1.09M +$191K +3,369 +23%
CFO
1254
Collective Family Office
Pennsylvania
$1.09M +$96.2K +1,700 +11%
SC
1255
SouthState Corp
Florida
$1.08M +$343K +6,056 +52%
EIA
1256
Edgemoor Investment Advisors
Maryland
$1.07M
BWA
1257
Beam Wealth Advisors
Louisiana
$1.06M +$32K +565 +3%
TFGT
1258
TS Financial Group (TSFG)
Illinois
$1.06M -$49.8K -879 -5%
SAM
1259
S.A. Mason
Michigan
$1.06M +$1.7K +30 +0.2%
SIC
1260
Samalin Investment Counsel
New York
$1.06M -$203K -3,581 -17%
HA
1261
HFG Advisors
Ohio
$1.06M
LCM
1262
LVM Capital Management
Michigan
$1.06M -$283 -5 -0%
PA
1263
Procyon Advisors
Connecticut
$1.06M -$169K -2,989 -15%
TNBTD
1264
Trustmark National Bank Trust Department
Mississippi
$1.06M -$8.49K -150 -0.9%
AP
1265
Appleton Partners
Massachusetts
$1.06M -$2.94K -52 -0.3%
KWA
1266
Kingswood Wealth Advisors
California
$1.05M +$374K +6,605 +61%
JWWM
1267
Johnson & White Wealth Management
Pennsylvania
$1.05M +$116K +2,041 +13%
TPA
1268
Trivium Point Advisory
Connecticut
$1.05M -$1.53K -27 -0.2%
IWP
1269
Invenio Wealth Partners
Florida
$1.04M -$224K -3,950 -19%
GWM
1270
Greenwich Wealth Management
Connecticut
$1.04M +$73.6K +1,300 +8%
SXL
1271
Summit X LLC
Missouri
$1.04M -$56K -989 -5%
TA
1272
TFG Advisers
Michigan
$1.04M -$13.6K -241 -1%
DFG
1273
Demars Financial Group
Washington
$1.04M -$33.4K -590 -3%
CWG
1274
Cornerstone Wealth Group
North Carolina
$1.03M +$964K +17,025 New
OCM
1275
One Capital Management
California
$1.03M -$24K -424 -2%

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.