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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
CFG
151
CKW Financial Group
Hawaii
$48.7M +$1.4M +24,682 +3%
CA
152
Clearstead Advisors
Ohio
$47.7M +$4.97M +87,753 +12%
JFA
153
JNBA Financial Advisors
Minnesota
$47.7M -$9.86M -174,204 -18%
IWC
154
Integrated Wealth Concepts
Massachusetts
$47.1M -$4.6M -81,167 -9%
Manulife (Manufacturers Life Insurance)
155
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.6M +$1.25M +22,133 +3%
FBFS
156
First Business Financial Services
Wisconsin
$46.4M +$213K +3,762 +0.5%
SWA
157
Sax Wealth Advisors
New Jersey
$46.2M +$15.4M +272,509 +56%
VFA
158
Voya Financial Advisors
Connecticut
$46.1M +$19.5M +344,166 +82%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$46M +$6.08M +107,394 +17%
AA
160
ALPS Advisors
Colorado
$45.7M -$1.11M -19,595 -3%
BOS
161
Bank of Stockton
California
$45.5M -$168K -2,976 -0.4%
EMPI
162
Elo Mutual Pension Insurance
Finland
$45.3M +$42.2M +745,185 New
EWM
163
Evermay Wealth Management
Virginia
$44.9M +$2.01M +35,580 +5%
JAG
164
Journey Advisory Group
Kentucky
$44.9M +$1.64M +28,946 +4%
HFS
165
HBC Financial Services
Washington
$44.8M -$323K -5,708 -0.7%
AWM
166
Axxcess Wealth Management
California
$44.5M +$954K +16,847 +2%
FMWA
167
Forvis Mazars Wealth Advisors
Missouri
$44.2M -$440K -7,772 -1%
SPP
168
Single Point Partners
Massachusetts
$43.3M +$676K +11,946 +2%
Fiera Capital (Canada)
169
Fiera Capital (Canada)
Quebec, Canada
$43.3M +$75.8K +1,338 +0.2%
T
170
TrueFG
Texas
$43.1M +$174K +3,080 +0.4%
QCG
171
Quadrant Capital Group
Ohio
$42.9M +$781K +13,790 +2%
RIS
172
Retirement Income Solutions
Michigan
$42.6M +$1M +17,724 +3%
MW
173
MBL Wealth
North Carolina
$42.6M +$214K +3,773 +0.5%
GBT
174
Grove Bank & Trust
Florida
$42.2M +$1.73M +30,502 +5%
MFG
175
Magnus Financial Group
New York
$42M +$1.24M +21,970 +3%

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.