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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
SHFA
1526
SC&H Financial Advisors
Maryland
$618K +$22.6K +400 +4%
FCH
1527
Freestone Capital Holdings
Washington
$616K +$574K +10,138 New
RBC
1528
Romano Brothers & Co
Illinois
$613K
ACP
1529
Aviance Capital Partners
Florida
$613K -$14.2K -250 -2%
RFS
1530
Richardson Financial Services
Massachusetts
$612K +$6.06K +107 +1%
MPW
1531
Melone Private Wealth
Michigan
$612K -$14.3K -252 -2%
NB
1532
Nicolet Bankshares
Wisconsin
$610K +$3.96K +70 +0.7%
FGAM
1533
Financial Gravity Asset Management
Texas
$609K -$2.11M -37,294 -86%
NG
1534
Norden Group
Utah
$608K +$567K +10,013 New
SBLIC
1535
Security Benefit Life Insurance Company
Kansas
$607K -$1.1M -19,500 -66%
GKWIM
1536
Gerber Kawasaki Wealth & Investment Management
California
$605K +$144K +2,542 +34%
BWM
1537
BCS Wealth Management
Tennessee
$602K +$16.9K +298 +3%
4WM
1538
49 Wealth Management
Texas
$602K -$98.5K -1,740 -15%
CWP
1539
CFM Wealth Partners
Texas
$601K -$7.08K -125 -1%
FNB
1540
Farmers National Bank
Kentucky
$598K +$5.83K +103 +1%
HFA
1541
High Falls Advisors
New York
$598K -$68.7K -1,214 -11%
GWANC
1542
Guardian Wealth Advisors (North Carolina)
North Carolina
$598K +$1.13K +20 +0.2%
AFC
1543
Adaptive Financial Consulting
Ohio
$594K +$30.5K +538 +6%
EDRH
1544
Edmond de Rothschild Holding
Switzerland
$592K -$12.7K -225 -2%
ACM
1545
Ardent Capital Management
Ohio
$592K
NPP
1546
New Potomac Partners
Maryland
$591K +$6.91K +122 +1%
AIM
1547
Athena Investment Management
California
$586K -$340 -6 -0.1%
WAG
1548
Wallace Advisory Group
California
$586K -$479K -8,452 -80%
GIA
1549
Guyasuta Investment Advisors
Pennsylvania
$584K -$477K -8,424 -80%
Millennium Management
1550
Millennium Management
New York
$583K -$15.8M -278,870 -97%

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.