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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
BFA
1376
Bragg Financial Advisors
North Carolina
$825K +$97.7K +1,725 +15%
PCM
1377
Palisade Capital Management
New Jersey
$824K +$77.2K +1,364 +11%
SFP
1378
Shepherd Financial Partners
Massachusetts
$823K +$91.2K +1,610 +13%
S
1379
SignatureFD
Georgia
$822K +$736 +13 +0.1%
AWA
1380
Arkadios Wealth Advisors
Georgia
$822K +$60.4K +1,067 +9%
YWS
1381
Yarger Wealth Strategies
Ohio
$820K +$1.93K +34 +0.3%
KA
1382
Kooman & Associates
Pennsylvania
$815K -$5.83K -103 -0.8%
QCM
1383
Quantinno Capital Management
New York
$812K -$14.7K -260 -2%
Legacy Financial Group (Iowa)
1384
Legacy Financial Group (Iowa)
Iowa
$811K +$756K +13,359 New
CT
1385
Clearstead Trust
Maine
$811K +$30.1K +532 +4%
MSFS
1386
Main Street Financial Solutions
Pennsylvania
$810K +$67.8K +1,198 +10%
TIM
1387
Thompson Investment Management
Wisconsin
$810K +$93.4K +1,649 +14%
BWAM
1388
Boyd Watterson Asset Management
Ohio
$810K
AFG
1389
Atomi Financial Group
New York
$805K -$8.61K -152 -1%
RSS
1390
Rosenblum Silverman Sutton
California
$804K
TFA
1391
Tranquilli Financial Advisor
New Jersey
$802K +$748K +13,209 New
SC
1392
Sepio Capital
Utah
$802K
PFGIA
1393
Patriot Financial Group Insurance Agency
Massachusetts
$802K +$14.9K +263 +2%
PMFA
1394
Plante Moran Financial Advisors
Michigan
$801K +$109K +1,925 +17%
SC
1395
Stephens Consulting
Michigan
$801K -$1.13K -20 -0.2%
NFC
1396
Northeast Financial Consultants
Connecticut
$799K +$113 +2 +0%
LA
1397
LM Advisors
California
$793K -$241K -4,250 -25%
SBIA
1398
Sheaff Brock Investment Advisors
Indiana
$792K +$255K +4,500 +53%
ST
1399
Somerset Trust
Pennsylvania
$792K +$17.3K +306 +2%
PSF
1400
Pacific Sun Financial
California
$786K

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.