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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
LA
1326
Latitude Advisors
Florida
$906K -$26.6K -470 -3%
PWP
1327
Principle Wealth Partners
Connecticut
$905K +$52.1K +920 +7%
Fisher Asset Management
1328
Fisher Asset Management
Washington
$904K -$209K -3,700 -20%
ICG
1329
InterOcean Capital Group
Tennessee
$903K +$353K +6,238 +72%
WP
1330
WealthShield Partners
North Carolina
$903K -$304K -5,364 -27%
DSA
1331
Droms Strauss Advisors
Missouri
$900K +$15.9K +280 +2%
NB
1332
Northwest Bancshares
Pennsylvania
$897K +$836K +14,775 New
AFG
1333
ABLE Financial Group
Arizona
$895K -$5.89K -104 -0.7%
ACM
1334
Andina Capital Management
Utah
$891K -$5.04K -89 -0.6%
PJWM
1335
Philip James Wealth Mangement
Georgia
$891K -$623 -11 -0.1%
HCMT
1336
Highland Capital Management (Tennessee)
Tennessee
$890K +$21.2K +375 +3%
CCA
1337
Checchi Capital Advisers
California
$889K -$22.1K -390 -3%
PWMG
1338
Private Wealth Management Group
New Jersey
$889K
AF
1339
Apollon Financial
South Carolina
$888K +$28.8K +509 +4%
RWM
1340
Ritholtz Wealth Management
New York
$884K +$196K +3,462 +31%
MA
1341
MONECO Advisors
Connecticut
$882K +$91.3K +1,613 +12%
KSWA
1342
Kathleen S. Wright Associates
Pennsylvania
$881K -$7.59K -134 -0.9%
CCG
1343
Chatham Capital Group
Georgia
$880K
FA
1344
FF Advisors
California
$880K
SWM
1345
SeaCrest Wealth Management
New York
$878K +$184K +3,256 +29%
GGI
1346
Godsey & Gibb Inc
Virginia
$878K +$10.5K +186 +1%
AWA
1347
Archvest Wealth Advisors
California
$875K
MFT
1348
Moisand Fitzgerald Tamayo
Florida
$873K +$9.79K +173 +1%
TPW
1349
TL Private Wealth
Texas
$871K -$20.6K -363 -2%
O3W
1350
Omni 360 Wealth
New Jersey
$871K +$81.6K +1,441 +11%

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.