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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
CBFP
1301
Cedar Brook Financial Partners
Ohio
$957K -$18.1K -319 -2%
WMWM
1302
Whitaker-Myers Wealth Managers
Ohio
$955K -$38.7K -684 -4%
FNA
1303
First National Advisers
Nebraska
$948K +$115K +2,040 +15%
T
1304
TNF
Montana
$947K -$146K -2,573 -14%
WEG
1305
World Equity Group
Illinois
$945K -$193K -3,412 -18%
ICP
1306
Interchange Capital Partners
Pennsylvania
$944K -$31.9K -563 -4%
MCWA
1307
Meadow Creek Wealth Advisors
Georgia
$944K -$41.9K -740 -5%
WSWA
1308
Warren Street Wealth Advisors
California
$943K +$9.68K +171 +1%
JAFL
1309
Jay A. Fishman Ltd
Michigan
$941K -$14.2K -250 -2%
GSC
1310
Ground Swell Capital
South Carolina
$941K +$877K +15,489 New
SEEDPG
1311
S.E.E.D. Planning Group
New York
$932K +$216K +3,818 +33%
AQR Capital Management
1312
AQR Capital Management
Connecticut
$930K +$867K +15,307 New
S
1313
Syntrinsic
Colorado
$929K +$767K +13,545 +774%
JBA
1314
Johnson Bixby & Associates
Washington
$926K -$67.8K -1,197 -7%
WTA
1315
Washington Trust Advisors
Massachusetts
$923K +$736 +13 +0.1%
NSIM
1316
North Star Investment Management
Illinois
$921K -$33.4K -590 -4%
WFA
1317
Wells Financial Advisors
Massachusetts
$918K
IFO
1318
Independent Family Office
New York
$918K
NCM
1319
Narwhal Capital Management
Georgia
$916K
CWM
1320
CCG Wealth Management
California
$916K -$1.09M -19,266 -56%
SWA
1321
Strategies Wealth Advisors
Michigan
$916K +$22.3K +394 +3%
SAM
1322
Seelaus Asset Management
New Jersey
$912K -$30.6K -540 -3%
EWM
1323
Empirical Wealth Management
Washington
$910K -$46.2K -816 -5%
Simplex Trading
1324
Simplex Trading
Illinois
$908K +$847K +14,954 New
CCA
1325
Cobblestone Capital Advisors
New York
$906K -$9.06K -160 -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.