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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
AWM
1801
Avaii Wealth Management
Wisconsin
$350K
BSA
1802
Bull Street Advisors
Georgia
$349K
SP
1803
Successful Portfolios
Florida
$349K +$42.5K +750 +15%
FAM
1804
Family Asset Management
South Carolina
$348K -$453 -8 -0.1%
MSWMA
1805
Market Street Wealth Management Advisors
Indiana
$348K -$125K -2,215 -28%
PIFP
1806
Partners in Financial Planning
Virginia
$348K +$90.2K +1,593 +39%
AWM
1807
Aberdeen Wealth Management
Illinois
$348K
HWM
1808
Hohimer Wealth Management
Washington
$347K -$11K -195 -3%
GCA
1809
Gradient Capital Advisors
California
$347K -$113 -2 -0%
BAM
1810
BOS Asset Management
Illinois
$347K -$12.6K -223 -4%
RFWA
1811
RPg Family Wealth Advisory
Massachusetts
$345K -$97.4K -1,720 -23%
DJSG
1812
D.J. St. Germain
Massachusetts
$345K -$2.27K -40 -0.7%
TF
1813
Trek Financial
Arizona
$345K -$24.1K -425 -7%
TBNY
1814
Trustco Bank (New York)
New York
$340K
MWM
1815
McNaughton Wealth Management
California
$340K
LB
1816
Legacy Bridge
Iowa
$340K +$15.6K +275 +5%
GFG
1817
GR Financial Group
Arizona
$339K -$169K -2,980 -35%
GHAM
1818
Gilman Hill Asset Management
Connecticut
$338K
MCM
1819
Mattern Capital Management
Colorado
$337K -$179K -3,165 -36%
BTW
1820
Boston Trust Walden
Massachusetts
$333K
SAM
1821
Strategy Asset Managers
California
$332K +$1.36K +24 +0.4%
WG
1822
Welch Group
Alabama
$332K +$28.6K +505 +10%
FFO
1823
Fiduciary Family Office
Florida
$331K -$69.8K -1,232 -22%
RFA
1824
Resurgent Financial Advisors
Georgia
$329K +$33.9K +599 +12%
RDWM
1825
Red Door Wealth Management
Tennessee
$329K -$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.