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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
PWA
1451
Primoris Wealth Advisors
Florida
$710K
IDA
1452
Intelligence Driven Advisers
California
$710K -$5.09K -90 -0.8%
BIP
1453
Blueprint Investment Partners
North Carolina
$707K +$52.8K +933 +9%
EFP
1454
EnRich Financial Partners
Wisconsin
$706K -$10.2K -180 -2%
CCM
1455
Cambridge Capital Management
Illinois
$705K +$396 +7 +0.1%
IRAG
1456
Investment Research & Advisory Group
Georgia
$704K +$4.42K +78 +0.7%
SHF
1457
Stage Harbor Financial
Massachusetts
$704K +$113 +2 +0%
PCH
1458
PGIM Custom Harvest
New Jersey
$703K +$117K +2,064 +22%
FNBSF
1459
First National Bank Sioux Falls
South Dakota
$703K
OPWM
1460
Oakwell Private Wealth Management
Texas
$702K -$1.36K -24 -0.2%
VPIM
1461
Vanguard Personalized Indexing Management
California
$700K +$652K +11,517 New
FPWM
1462
FSB Premier Wealth Management
Iowa
$699K +$22.9K +404 +4%
ITIM
1463
Indiana Trust & Investment Management
Indiana
$696K +$55.2K +975 +9%
WPC
1464
Waters Parkerson & Co
Louisiana
$695K +$35.4K +625 +6%
RA
1465
Rise Advisors
New York
$690K -$36K -636 -5%
APW
1466
Austin Private Wealth
Texas
$689K +$8.27K +146 +1%
ASBI
1467
American State Bank (Iowa)
Iowa
$689K +$2.89K +51 +0.5%
PFG
1468
PAX Financial Group
Texas
$688K -$16.8K -296 -3%
BP
1469
BBR Partners
New York
$688K +$429K +7,574 +202%
MCM
1470
McRae Capital Management
New Jersey
$687K +$2.83K +50 +0.4%
BFA
1471
Bill Few Associates
Pennsylvania
$687K -$14.3K -252 -2%
HWM
1472
Horizons Wealth Management
North Carolina
$686K -$560K -9,896 -80%
FFW
1473
Fusion Family Wealth
New York
$684K +$61.9K +1,094 +11%
First Manhattan
1474
First Manhattan
New York
$681K +$77.6K +1,370 +14%
BOPW
1475
Brandywine Oak Private Wealth
Pennsylvania
$679K -$4.3K -76 -0.7%

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.