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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
SRWM
1826
Shira Ridge Wealth Management
California
$328K +$3K +53 +1%
FP
1827
Financial Perspectives
Minnesota
$328K +$3.62K +64 +1%
ACM
1828
AlphaStar Capital Management
North Carolina
$328K +$31.5K +556 +11%
MPW
1829
Monterey Private Wealth
California
$327K +$21.1K +372 +7%
QT
1830
Quantbot Technologies
New York
$327K +$305K +5,379 New
HWP
1831
Hibernia Wealth Partners
Louisiana
$327K +$62.2K +1,099 +26%
CCA
1832
Criterion Capital Advisors
Tennessee
$326K -$2.43K -43 -0.8%
BWP
1833
Bernardo Wealth Planning
Pennsylvania
$326K +$57 +1 +0%
BWP
1834
Baldwin Wealth Partners
Massachusetts
$325K -$374K -6,600 -55%
RW
1835
RVW Wealth
California
$325K -$26K -460 -8%
SWM
1836
Segment Wealth Management
Texas
$324K
SW
1837
SkyOak Wealth
Michigan
$323K +$56.6K +1,000 +23%
BO
1838
Bank OZK
Arkansas
$322K -$38K -671 -11%
SWRP
1839
Summit Wealth & Retirement Planning
California
$320K
DWA
1840
Douglass Winthrop Advisors
New York
$320K
OWM
1841
OneAscent Wealth Management
Alabama
$320K -$15.9K -281 -5%
BP
1842
BCK Partners
New York
$316K -$2.77K -49 -0.9%
CFO
1843
Custos Family Office
Texas
$315K +$396 +7 +0.1%
AAM
1844
Ameraudi Asset Management
New York
$314K -$283 -5 -0.1%
AWA
1845
Acorn Wealth Advisors
Michigan
$314K +$170 +3 +0.1%
CAM
1846
Crestone Asset Management
Colorado
$313K
MAM
1847
Mystic Asset Management
Rhode Island
$313K
SI
1848
Seeds Investor
New York
$312K +$38.2K +674 +15%
HGERS
1849
Householder Group Estate & Retirement Specialist
Arizona
$309K -$52.3K -923 -15%
CDH
1850
Charles D. Hyman
$309K

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.