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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
PL
1426
Plancorp LLC
Missouri
$742K +$3K +53 +0.4%
SHJ
1427
Sharkey, Howes & Javer
Colorado
$742K -$146K -2,577 -17%
WLPWM
1428
Walled Lake Planning & Wealth Management
Illinois
$742K +$22.6K +400 +3%
SWM
1429
Shelton Wealth Management
Texas
$739K -$49.5K -875 -7%
LWM
1430
Luminvest Wealth Management
Arizona
$735K -$2.7M -47,656 -80%
FWA
1431
FSC Wealth Advisors
New York
$733K +$218K +3,850 +47%
KL
1432
KWMG LLC
Kansas
$733K -$93.1K -1,645 -12%
IIC
1433
Ironwood Investment Counsel
Arizona
$733K -$14.2K -250 -2%
SAI
1434
Savvy Advisors Inc
New York
$733K +$466K +8,225 +214%
HPM
1435
Hoxton Planning & Management
West Virginia
$733K -$36K -636 -5%
RFA
1436
Rollins Financial Advisors
New York
$732K +$3.57K +63 +0.5%
EFG
1437
Ehrlich Financial Group
California
$732K -$933K -16,474 -58%
RZH
1438
Relyea Zuckerberg Hanson
Connecticut
$729K +$1.87K +33 +0.3%
BTWM
1439
Brass Tax Wealth Management
Ohio
$729K +$679K +12,000 New
ECM
1440
EagleClaw Capital Management
Massachusetts
$728K -$5.66K -100 -0.8%
MWM
1441
Merriman Wealth Management
Washington
$726K +$72.2K +1,275 +12%
DTC
1442
Davidson Trust Company
Washington
$725K -$4.92K -87 -0.7%
TI
1443
Truepoint Inc
Ohio
$719K -$2.37M -41,840 -78%
GEA
1444
Glen Eagle Advisors
New Jersey
$717K +$2.83K +50 +0.4%
APWM
1445
Atlas Private Wealth Management
New York
$716K +$668K +11,794 New
CPA
1446
Cardiff Park Advisors
California
$714K -$1.75K -31 -0.3%
IPW
1447
Intergy Private Wealth
Colorado
$714K -$113 -2 -0%
TVAMP
1448
Tennessee Valley Asset Management Partners
Tennessee
$711K -$665K -11,753 -50%
NG
1449
NWK Group
California
$711K -$33.2K -587 -5%
ERWM
1450
Elk River Wealth Management
Colorado
$711K -$151K -2,660 -19%

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.