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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
SCP
1651
Sandhill Capital Partners
New York
$477K +$9.91K +175 +2%
VFG
1652
Victory Financial Group
Texas
$476K -$949K -16,758 -68%
FA
1653
Fountainhead AM
New Jersey
$473K -$12.2K -215 -3%
BWM
1654
BCGM Wealth Management
Indiana
$472K +$849 +15 +0.2%
KWM
1655
Keebeck Wealth Management
Illinois
$471K -$3.11K -55 -0.7%
JPG
1656
Jordan Park Group
California
$471K -$22.4K -395 -5%
DMC
1657
Drexel Morgan & Co
Pennsylvania
$471K +$39.1K +690 +10%
LAIC
1658
Lederer & Associates Investment Counsel
California
$471K
NCM
1659
NCM Capital Management
New Jersey
$471K -$4.25K -75 -1%
SLG
1660
Stanley-Laman Group
Pennsylvania
$469K +$12.7K +225 +3%
DI
1661
DAGCO Inc
Ohio
$469K +$383K +6,765 +712%
CIA
1662
Compass Ion Advisors
Pennsylvania
$469K +$510 +9 +0.1%
KAH
1663
Kathryn A. Hall
$468K
IC
1664
Innealta Capital
Texas
$467K -$59.8K -1,056 -12%
HIP
1665
HUB Investment Partners
Texas
$467K +$139K +2,448 +47%
MAC
1666
Mason & Associates (California)
California
$466K -$113 -2 -0%
CWM
1667
Concentric Wealth Management
California
$465K
MHIC
1668
Marble Harbor Investment Counsel
Massachusetts
$464K +$4.81K +85 +1%
ME
1669
McIlrath & Eck
Washington
$464K -$3.96K -70 -0.9%
PWM
1670
Paulson Wealth Management
Illinois
$463K +$202K +3,564 +88%
FA
1671
Fermata Advisors
California
$459K +$217K +3,830 +103%
CA
1672
CGN Advisors
Kansas
$457K +$37.1K +655 +10%
SCA
1673
STALEY CAPITAL ADVISERS
Pennsylvania
$457K -$172K -3,045 -29%
ICM
1674
IMS Capital Management
Oregon
$456K
SAM
1675
Selway Asset Management
$456K

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.