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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
WFAG
1726
Worth Financial Advisory Group
North Carolina
$407K
SF
1727
Safeguard Financial
Wisconsin
$406K +$113 +2 +0%
BCP
1728
Berkeley Capital Partners
Georgia
$404K +$16.1K +284 +4%
MIAS
1729
Mason Investment Advisory Services
Virginia
$403K -$37.1K -655 -9%
HAM
1730
Harmony Asset Management
Arizona
$402K +$55.8K +985 +17%
ERIM
1731
Eagle Ridge Investment Management
Connecticut
$401K +$5.83K +103 +2%
MSCM
1732
McElhenny Sheffield Capital Management
Texas
$400K -$41.2K -727 -10%
VAF
1733
Values Added Financial
District of Columbia
$399K +$57 +1 +0%
GCA
1734
Greenwood Capital Associates
South Carolina
$398K -$156K -2,755 -30%
SCTC
1735
Sanibel Captiva Trust Company
Florida
$398K +$36K +635 +11%
FCA
1736
Fortis Capital Advisors
Kansas
$398K +$371K +6,558 New
SWM
1737
Sugarloaf Wealth Management
Georgia
$398K +$26.8K +473 +8%
MPW
1738
MGO Private Wealth
California
$398K -$6.62K -117 -2%
LOPW
1739
Live Oak Private Wealth
North Carolina
$397K +$29K +512 +8%
DWM
1740
Dopkins Wealth Management
New York
$397K +$370K +6,535 New
SSWM
1741
Smith Salley Wealth Management
North Carolina
$397K -$349K -6,160 -49%
TFA
1742
Teamwork Financial Advisors
Texas
$397K +$370K +6,528 New
HT
1743
Heritage Trust
Oklahoma
$395K -$3.4K -60 -0.9%
SVCP
1744
Silicon Valley Capital Partners
California
$392K +$906 +16 +0.2%
MTC
1745
McDaniel Terry & Co
Texas
$391K
DFG
1746
Delta Financial Group
New Jersey
$391K +$3.34K +59 +0.9%
AIC
1747
Archer Investment Corporation
Indiana
$388K -$151K -2,671 -29%
KC
1748
Kingfisher Capital
North Carolina
$387K +$962 +17 +0.3%
CST
1749
Charles Schwab Trust
Nevada
$384K -$73.9K -1,305 -17%
PCS
1750
Personal CFO Solutions
New Jersey
$383K +$8.66K +153 +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.