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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
NAMP
1601
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$518K
WAM
1602
WNY Asset Management
New York
$517K -$113 -2 -0%
FF
1603
Financial Futures
New Jersey
$517K -$6.11K -108 -1%
FPCG
1604
Fort Pitt Capital Group
Pennsylvania
$517K -$389K -6,869 -45%
CWM
1605
Capital Wealth Management
Rhode Island
$516K -$350K -6,185 -42%
MBFW
1606
Morton Brown Family Wealth
Pennsylvania
$516K -$849 -15 -0.2%
HBW
1607
Hazlett, Burt & Watson
West Virginia
$514K +$15.1K +266 +3%
HFAS
1608
Hummer Financial Advisory Services
Illinois
$514K
CMAI
1609
Capital Management Associates Inc
Minnesota
$513K -$1.34M -23,739 -74%
CWM
1610
Collaborative Wealth Management
Florida
$513K -$26.7K -472 -5%
SPWG
1611
Syntegra Private Wealth Group
Missouri
$512K -$8.21K -145 -2%
SIAP
1612
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$511K
HP
1613
Holistic Planning
Texas
$511K -$27.7K -489 -5%
SRC
1614
Sage Rhino Capital
California
$510K
BC
1615
Burney Company
Virginia
$509K -$23.5K -415 -5%
AFAS
1616
Acorn Financial Advisory Services
Virginia
$508K -$24.2K -427 -5%
GFG
1617
Greystone Financial Group
Michigan
$508K +$12.3K +217 +3%
CSWM
1618
Cassady Schiller Wealth Management
Ohio
$507K -$113 -2 -0%
AFG
1619
Albion Financial Group
Utah
$503K -$41.2K -728 -8%
SEP
1620
Southland Equity Partners
Missouri
$503K -$11.2K -197 -2%
MSG
1621
Main Street Group
Virginia
$502K +$33.5K +592 +8%
CPA
1622
Clear Point Advisors
New York
$502K -$4.02K -71 -0.9%
PGIM
1623
Pacific Global Investment Management
California
$501K
SL
1624
SWMG LLC
Texas
$500K -$14.6K -257 -3%
SFP
1625
Strategic Financial Partners
Oregon
$500K

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.