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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
TCWM
1851
Total Clarity Wealth Management
Illinois
$307K +$286K +5,047 New
AA
1852
Aufman Associates
Pennsylvania
$306K
BBA
1853
Braun-Bostich & Associates
Pennsylvania
$306K -$85.2K -1,505 -23%
BFA
1854
Bluestem Financial Advisors
Illinois
$305K -$57 -1 -0%
BAM
1855
Bosun Asset Management
Illinois
$304K
Tudor Investment Corp
1856
Tudor Investment Corp
Connecticut
$304K -$98.9K -1,747 -26%
AI
1857
Auour Investments
Massachusetts
$303K
MFS
1858
Madrona Financial Services
Washington
$303K -$2.33M -41,178 -89%
LIA
1859
LS Investment Advisors
Michigan
$303K -$56.6K -1,000 -17%
VC
1860
Veracity Capital
Georgia
$302K -$23K -407 -8%
EA
1861
Ellsworth Advisors
Ohio
$302K -$42K -742 -12%
BW
1862
BIP Wealth
Georgia
$301K +$281K +4,960 New
GA
1863
Greenspring Advisors
Maryland
$301K
HFS
1864
Heritage Financial Services
Massachusetts
$299K -$109K -1,920 -28%
VPP
1865
Vertex Planning Partners
Illinois
$299K +$19K +335 +7%
B
1866
Bellecapital
Switzerland
$299K
CCMI
1867
Creative Capital Management Investments
California
$298K +$14.4K +255 +5%
ARA
1868
Alexander Randolph Advisory
Virginia
$297K -$33.4K -590 -11%
SMG
1869
Smart Money Group
Texas
$297K +$294K +5,192 New
OWM
1870
Orgel Wealth Management
Wisconsin
$296K -$43.3K -765 -14%
IW
1871
Imprint Wealth
South Carolina
$295K +$277K +4,885 New
WP
1872
WMS Partners
Maryland
$294K +$113 +2 +0%
MM
1873
Main Management
California
$293K
FLA
1874
Financial Life Advisors
Texas
$293K +$4.7K +83 +2%
IA
1875
Inspire Advisors
Idaho
$292K -$4.19K -74 -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.