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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
PIP
1476
Peachtree Investment Partners
Florida
$679K -$98.2K -1,734 -13%
CPIA
1477
Cornell Pochily Investment Advisors
New York
$677K +$253K +4,464 +67%
MWM
1478
Maltin Wealth Management
New Jersey
$677K +$52.9K +934 +9%
W
1479
WPWealth
Texas
$676K -$269K -4,754 -30%
CCP
1480
Clarkston Capital Partners
Michigan
$676K -$1.98M -35,000 -76%
OAM
1481
Oak Asset Management
California
$675K
NIWA
1482
New Insight Wealth Advisors
California
$674K +$37K +654 +6%
PWA
1483
Peterson Wealth Advisors
Utah
$674K +$1.42K +25 +0.2%
SAM
1484
Summit Asset Management
Tennessee
$673K
AMM
1485
American Money Management
California
$669K -$1.75K -31 -0.3%
FFA
1486
Founders Financial Alliance
North Carolina
$669K +$195K +3,447 +46%
JWCA
1487
J.W. Coons Advisors
Ohio
$667K +$57 +1 +0%
CPSC
1488
Carl P. Sherr & Co
Massachusetts
$667K -$1.81K -32 -0.3%
SAW
1489
Signal Advisors Wealth
Michigan
$667K +$59.9K +1,058 +11%
SAG
1490
Spotlight Asset Group
Illinois
$665K +$566 +10 +0.1%
JWS
1491
Juncture Wealth Strategies
Arizona
$664K -$163K -2,885 -21%
ClearBridge Investments
1492
ClearBridge Investments
New York
$663K +$49.3K +870 +9%
CCA
1493
Clarity Capital Advisors
Florida
$663K +$1.64K +29 +0.3%
ATC
1494
Adirondack Trust Company
New York
$662K -$2.71M -47,808 -81%
OCG
1495
Opus Capital Group
Ohio
$661K +$5.15K +91 +0.8%
RJTCONH
1496
Raymond James Trust Company of New Hampshire
New Hampshire
$659K -$26.8K -474 -4%
GWSA
1497
Global Wealth Strategies & Associates
Colorado
$659K -$64.3K -1,135 -9%
PS
1498
Planned Solutions
California
$658K +$1.08K +19 +0.2%
WAM
1499
Weatherly Asset Management
California
$656K -$5.66K -100 -0.9%
JLBC
1500
J.L. Bainbridge & Co
Florida
$656K

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.