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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
BI
1551
Ballast Inc
Kentucky
$581K -$4.25K -75 -0.8%
TWP
1552
Tyche Wealth Partners
Texas
$581K +$137K +2,412 +34%
NC
1553
Napatree Capital
Rhode Island
$580K +$35.4K +625 +7%
SWM
1554
Selective Wealth Management
Virginia
$579K -$34.6K -611 -6%
TW
1555
Towerpoint Wealth
California
$578K +$18.7K +331 +4%
EL
1556
EQ LLC
Washington
$577K +$97.4K +1,720 +22%
MFG
1557
Mendota Financial Group
Wisconsin
$575K +$226 +4 +0%
WF
1558
Warner Financial
Maryland
$569K +$187K +3,306 +55%
NHC
1559
Nicholas Hoffman & Company
Georgia
$568K +$396 +7 +0.1%
BCM
1560
Becker Capital Management
Oregon
$567K
MIC
1561
Meridian Investment Counsel
California
$566K +$4.25K +75 +0.8%
MWM
1562
Maripau Wealth Management
Indiana
$566K -$7.3K -129 -1%
PAM
1563
Peak Asset Management
Colorado
$565K
PWP
1564
Private Wealth Partners
California
$565K +$4.81K +85 +0.9%
DP
1565
Dearborn Partners
Illinois
$563K -$3.34K -59 -0.6%
LG
1566
LAM Group
Oregon
$562K +$524K +9,250 New
APW
1567
Aurora Private Wealth
New Jersey
$560K +$12.5K +220 +2%
KFP
1568
KMG Fiduciary Partners
Ohio
$555K +$9.23K +163 +2%
EFG
1569
Ethos Financial Group
Pennsylvania
$555K -$22.6K -399 -4%
CCMG
1570
Clark Capital Management Group
Pennsylvania
$555K -$25.4K -449 -5%
SNB
1571
Security National Bank
Nebraska
$553K
RPCA
1572
Running Point Capital Advisors
California
$552K
PP
1573
Prosperity Planning
Missouri
$552K +$12.1K +214 +2%
KWM
1574
KFG Wealth Management
Indiana
$551K +$115K +2,026 +29%
PAMG
1575
Patton Albertson Miller Group
Tennessee
$550K

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.