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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
AT
126
American Trust
Kentucky
$60M +$1.19M +21,034 +2%
FHA
127
First Horizon Advisors
Tennessee
$59.8M +$689K +12,173 +1%
VA
128
Valmark Advisers
Ohio
$59.7M -$1.49M -26,246 -3%
MA
129
MCF Advisors
Kentucky
$59.6M -$1.52M -26,844 -3%
CAL
130
Capital Analysts LLC
Pennsylvania
$59.5M +$1.38M +24,438 +3%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$59.1M +$3.89M +68,667 +8%
WTC
132
WhitTier Trust Company
Nevada
$59.1M -$141K -2,496 -0.3%
AWA
133
Alaska Wealth Advisors
Alaska
$58.9M +$5.08M +89,662 +10%
AWE
134
Avidian Wealth Enterprises
Texas
$57.5M +$15.5M +273,255 +41%
AF
135
Arrow Financial
New York
$56.8M -$561K -9,914 -1%
BSB
136
Bangor Savings Bank
Maine
$56.8M +$550K +9,722 +1%
Rafferty Asset Management
137
Rafferty Asset Management
New York
$55.8M +$4.9M +86,531 +10%
WI
138
Wintrust Investments
Illinois
$55.5M -$886K -15,650 -2%
BP
139
Ballentine Partners
Massachusetts
$55.2M +$45.9K +810 +0.1%
PAG
140
Private Advisor Group
New Jersey
$55.1M +$561K +9,901 +1%
Charles Schwab
141
Charles Schwab
California
$54.5M -$31.5M -556,707 -38%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$53.2M -$7.15M -126,378 -13%
MWM
143
Modera Wealth Management
New Jersey
$52.6M -$917K -16,202 -2%
CPIG
144
Chicago Partners Investment Group
Illinois
$52.1M +$760K +13,416 +2%
PP
145
PDS Planning
Ohio
$50.8M +$727K +12,835 +2%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$50M -$1.21M -21,340 -3%
PRA
147
Pine Ridge Advisers
New York
$49.6M +$3.21M +56,645 +7%
DIP
148
DT Investment Partners
Pennsylvania
$49.5M +$5.09M +89,881 +12%
WPA
149
West Paces Advisors
Georgia
$49.4M +$771K +13,621 +2%
Ensign Peak Advisors
150
Ensign Peak Advisors
Utah
$48.8M +$45.5M +803,390 New

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.