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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
NCM
1676
Northwest Capital Management
Oregon
$454K +$189K +3,336 +80%
WMA
1677
Wealth Management Associates
New Jersey
$454K +$57 +1 +0%
PCG
1678
Prosperity Consulting Group
Maryland
$453K -$28.3K -500 -6%
RBFC
1679
Roman Butler Fullerton & Co
Missouri
$453K +$41K +724 +10%
PWMG
1680
Pinnacle Wealth Management Group
Michigan
$452K -$1.38M -24,385 -77%
AWA
1681
Alta Wealth Advisors
Massachusetts
$451K +$27.2K +481 +7%
TT
1682
TI-Trust
Illinois
$451K
LAM
1683
Lewis Asset Management
California
$451K +$28.3K +499 +7%
SWM
1684
Scissortail Wealth Management
Oklahoma
$448K +$418K +7,375 New
PWP
1685
Perfromance Wealth Partners
Illinois
$447K -$283 -5 -0.1%
SCM
1686
Schnieders Capital Management
California
$445K -$5.66K -100 -1%
PIA
1687
Powell Investment Advisors
Florida
$445K -$79.4K -1,402 -16%
LA
1688
LexAurum Advisors
Kansas
$443K +$566 +10 +0.1%
OA
1689
Operose Advisors
Wisconsin
$442K +$25.5K +451 +7%
JC
1690
JB Capital
Connecticut
$441K +$51.5K +910 +14%
CCFM
1691
Clear Creek Financial Management
Washington
$438K -$42.2K -745 -11%
MPCL
1692
My Personal CFO LLC
Washington
$436K
WPP
1693
Whalerock Point Partners
Rhode Island
$435K
CP
1694
Capital Planning
Washington
$434K -$58.3K -1,030 -13%
DP
1695
DDD Partners
Washington
$434K -$57 -1 -0%
OAM
1696
Occidental Asset Management
California
$434K -$35.8K -633 -8%
LSIA
1697
LaSalle St. Investment Advisors
Illinois
$433K -$36.7K -649 -13%
RRCM
1698
Rappaport Reiches Capital Management
Illinois
$432K
TWM
1699
Tradition Wealth Management
Minnesota
$432K +$113 +2 +0%
GSAM
1700
Grant Street Asset Management
Pennsylvania
$431K -$76.3K -1,348 -16%

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.