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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
LFG
1576
Lazard Frères Gestion
France
$550K
GKIM
1577
GW&K Investment Management
Massachusetts
$550K +$307K +5,425 +150%
RG
1578
Retirement Group
California
$549K -$92.3K -1,630 -15%
CWM
1579
Centurion Wealth Management
Virginia
$549K -$6.4K -113 -1%
WCP
1580
Wick Capital Partners
Pennsylvania
$548K +$510K +9,017 New
FH
1581
FWG Holdings
Florida
$546K -$15.3K -270 -3%
WC
1582
Wynn Capital
Georgia
$546K -$43.9K -775 -8%
AW
1583
Avion Wealth
Texas
$545K -$3.68K -65 -0.7%
Luther King Capital Management (LKCM)
1584
Luther King Capital Management (LKCM)
Texas
$544K
JFG
1585
JMG Financial Group
Illinois
$544K +$1.7K +30 +0.3%
GA
1586
Geller Advisors
New York
$542K
HT
1587
Headlands Technologies
Illinois
$542K +$482K +8,507 +2,050%
TFP
1588
Tilia Fiduciary Partners
North Carolina
$542K -$9K -159 -2%
GP
1589
Girard Partners
Pennsylvania
$541K -$24.9K -439 -5%
CSB
1590
City State Bank
Iowa
$541K
FTDI
1591
First Trust Direct Indexing
Massachusetts
$537K +$501K +8,848 New
DCM
1592
Dimension Capital Management
Florida
$536K
CHAM
1593
Clear Harbor Asset Management
Connecticut
$535K
SHIM
1594
Stone House Investment Management
Pennsylvania
$533K +$376K +6,638 +311%
CIC
1595
Cutler Investment Counsel
Oregon
$527K -$233K -4,110 -32%
RI
1596
Ridgewood Investments
New Jersey
$525K -$113 -2 -0%
TPW
1597
Transatlantique Private Wealth
New York
$524K
BA
1598
Brightwater Advisory
Florida
$522K +$486K +8,587 New
PWS
1599
Peterson Wealth Services
Utah
$520K -$45.3K -800 -9%
BSHC
1600
Breed's Hill Capital
Massachusetts
$519K

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.