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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
FA
1776
Faithward Advisors
Pennsylvania
$368K
GWM
1777
Gray Wealth Management
Maine
$366K +$113 +2 +0%
CA
1778
CapWealth Advisors
Tennessee
$365K
PGAM
1779
Princeton Global Asset Management
New Jersey
$364K
CF
1780
Clarity Financial
Texas
$364K +$340K +5,998 New
Toronto Dominion Bank
1781
Toronto Dominion Bank
Ontario, Canada
$364K
LSA
1782
Lion Street Advisors
Texas
$363K -$296K -5,236 -80%
MWM
1783
Modern Wealth Management
Kansas
$363K +$62.1K +1,097 +23%
VP
1784
Verum Partners
North Carolina
$362K -$6.74K -119 -2%
AA
1785
Auxano Advisors
Washington
$362K +$906 +16 +0.3%
ESBC
1786
E.S. Barr & Co
Kentucky
$362K +$120K +2,125 +55%
GC
1787
Garde Capital
Washington
$362K
WAL
1788
W Advisors LLC
Tennessee
$361K
KWA
1789
Kellett Wealth Advisors
Ohio
$360K +$335K +5,925 New
LWCFA
1790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$360K
JC
1791
Jentner Corp
Ohio
$358K
CPBTD
1792
Central Pacific Bank - Trust Division
Hawaii
$358K +$336K +5,930 New
PCM
1793
Princeton Capital Management
New Jersey
$358K
TFM
1794
TFC Financial Management
Massachusetts
$357K -$100K -1,766 -23%
AWAG
1795
ARS Wealth Advisors Group
Florida
$355K +$5.09K +90 +2%
FM
1796
Foster & Motley
Ohio
$355K -$19.8K -350 -6%
HWMA
1797
Heritage Wealth Management (Arizona)
Arizona
$354K +$46.5K +822 +16%
ADL
1798
Asset Dedication LLC
California
$353K -$7.36K -130 -2%
ACM
1799
Advance Capital Management
Michigan
$352K +$1.58K +28 +0.5%
RFG
1800
REAP Financial Group
Texas
$351K -$113 -2 -0%

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.