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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
MCM
1501
Mitchell Capital Management
Kansas
$653K +$16.6K +294 +3%
Legal & General Group
1502
Legal & General Group
United Kingdom
$653K -$1.33M -23,500 -69%
ZIG
1503
Zullo Investment Group
Pennsylvania
$651K +$396 +7 +0.1%
KWS
1504
Keystone Wealth Services
California
$651K -$37.3K -659 -6%
KFI
1505
Key Financial Inc
Pennsylvania
$650K -$16.9K -298 -3%
CAM
1506
Carret Asset Management
New York
$648K +$226 +4 +0%
FNWM
1507
Financial Network Wealth Management
Utah
$645K +$170 +3 +0%
IPWA
1508
International Private Wealth Advisors
California
$643K -$2.61M -46,023 -81%
FFP
1509
FourThought Financial Partners
Florida
$640K -$3.74K -66 -0.6%
FPCP
1510
Fort Point Capital Partners
California
$640K -$57 -1 -0%
WJWM
1511
Williams Jones Wealth Management
New York
$639K -$197K -3,480 -25%
OPWM
1512
Oxinas Partners Wealth Management
Indiana
$638K -$19.2K -340 -3%
PAG
1513
Paladin Advisory Group
Iowa
$636K -$14.2K -250 -2%
HWA
1514
HHM Wealth Advisors
Tennessee
$633K
FGA
1515
Fortis Group Advisors
New Jersey
$631K +$589K +10,395 New
JHCP
1516
Jackson Hole Capital Partners
Oklahoma
$631K +$142K +2,511 +32%
HWM
1517
Howard Wealth Management
Connecticut
$630K
RWA
1518
Redhawk Wealth Advisors
Minnesota
$627K -$32.4K -573 -5%
WC
1519
Waterloo Capital
Texas
$627K -$392K -6,929 -40%
AFP
1520
Ausdal Financial Partners
Iowa
$626K +$15.2K +268 +3%
EB
1521
Emprise Bank
Kansas
$624K +$582K +10,275 New
RIA
1522
Realta Investment Advisors
Delaware
$624K -$4.42K -78 -0.8%
TB
1523
Terril Brothers
Missouri
$623K
BST
1524
Bath Savings Trust
Maine
$620K +$129K +2,273 +29%
IA
1525
Insight Advisors
Pennsylvania
$619K +$24.5K +433 +4%

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.