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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
TPI
1351
Trust Point Inc
Wisconsin
$869K -$5.09K -90 -0.6%
SC
1352
Scotia Capital
Ontario, Canada
$868K -$18.4K -325 -2%
MLL
1353
Moody Lynn & Lieberson
Massachusetts
$866K
CCA
1354
Conservest Capital Advisors
Pennsylvania
$866K -$14.1K -249 -2%
VWM
1355
Venturi Wealth Management
Texas
$866K +$129K +2,275 +19%
SM
1356
Sweeney & Michel
California
$864K +$811K +14,326 New
NRG
1357
Nemes Rush Group
Michigan
$860K +$49.8K +880 +7%
HWA
1358
Hilltop Wealth Advisors
North Carolina
$860K -$69.3K -1,224 -8%
FI
1359
Financial Insights
Washington
$857K
MCM
1360
MV Capital Management
Maryland
$852K +$14.3K +252 +2%
AAG
1361
Armstrong Advisory Group
Massachusetts
$851K -$695K -12,276 -80%
CWA
1362
Consilio Wealth Advisors
Washington
$850K -$60K -1,060 -7%
TNB
1363
Thomasville National Bank
Georgia
$849K -$25.9K -457 -3%
GAM
1364
Gotham Asset Management
New York
$848K +$790K +13,955 New
GWM
1365
GDS Wealth Management
Texas
$846K -$59.4K -1,049 -7%
CKAIS
1366
Christensen King & Associates Investment Services
Washington
$843K -$9.57K -169 -1%
BCA
1367
Bay Colony Advisors
Massachusetts
$841K +$4.98K +88 +0.6%
HIC
1368
Hartline Investment Corp
Illinois
$841K +$784K +13,853 New
SW
1369
SteelPeak Wealth
California
$837K -$20.3K -359 -3%
FFN
1370
Focus Financial Network
Minnesota
$836K -$725K -12,808 -46%
GAG
1371
GM Advisory Group
New York
$829K +$43.8K +774 +6%
BIAS
1372
Beacon Investment Advisory Services
New Jersey
$829K +$243K +4,285 +46%
VCP
1373
Verus Capital Partners
Arizona
$826K +$259K +4,581 +51%
RIM
1374
Rakuten Investment Management
Japan
$826K +$770K +13,595 New
NLP
1375
Next Level Private
New York
$825K +$1.7K +30 +0.2%

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.