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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
KFA
1626
Kelleher Financial Advisors
New York
$500K
1WA
1627
180 Wealth Advisors
Washington
$500K -$5.72K -101 -1%
RB
1628
Renasant Bank
Mississippi
$498K -$3.11K -55 -0.7%
BTI
1629
Blue Trust Inc
Georgia
$497K -$3.26M -57,669 -88%
SFO
1630
Stokes Family Office
Louisiana
$495K +$566 +10 +0.1%
CNWM
1631
Clay Northam Wealth Management
California
$494K +$461K +8,135 New
FDCDDQ
1632
Federation des caisses Desjardins du Quebec
Quebec, Canada
$494K +$6.34K +112 +1%
FSA
1633
Fort Sheridan Advisors
Illinois
$494K +$3.96K +70 +0.9%
SCP
1634
Stevens Capital Partners
Nebraska
$492K +$3.11K +55 +0.7%
BWL
1635
Bogart Wealth LLC
Virginia
$490K -$1.92M -33,929 -81%
HWM
1636
Hemington Wealth Management
Virginia
$488K
TWP
1637
Tempus Wealth Planning
California
$488K +$84.6K +1,494 +23%
AAM
1638
Augustine Asset Management
Florida
$487K
EHC
1639
Everett Harris & Co
California
$487K +$2.83K +50 +0.6%
SMA
1640
Seven Mile Advisory
New Jersey
$486K
HFS
1641
Haverford Financial Services
Pennsylvania
$486K
MWM
1642
Melfa Wealth Management
Massachusetts
$485K +$452K +7,980 New
MCA
1643
Martin Capital Advisors
Texas
$484K
FPB
1644
First PREMIER Bank
South Dakota
$484K -$7.08K -125 -2%
FF
1645
Friedenthal Financial
New Jersey
$484K +$451K +7,961 New
SRC
1646
Shufro Rose & Co
New York
$483K +$3.68K +65 +0.8%
GSIS
1647
Global Strategic Investment Solutions
Arizona
$483K +$962 +17 +0.2%
FI
1648
FWG Investments
Kentucky
$482K +$20.8K +368 +5%
RCM
1649
Radnor Capital Management
Pennsylvania
$481K -$103K -1,825 -19%
SPI
1650
Sutton Place Investors
New York
$480K -$9.63K -170 -2%

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.