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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
TYCC
1876
Texas Yale Capital Corp
Florida
$292K +$453 +8 +0.2%
ACI
1877
Alpha Cubed Investments
California
$292K +$17K +300 +7%
DBIA
1878
Dumont & Blake Investment Advisors
New Jersey
$291K
BCM
1879
BTC Capital Management
Iowa
$290K +$271K +4,780 New
CRI
1880
Commonwealth Retirement Investments
Virginia
$289K -$21.2K -375 -7%
HC
1881
Hoese & Co
Minnesota
$289K -$31.1K -550 -10%
ZIG
1882
Zuckerman Investment Group
Illinois
$288K
WIP
1883
WealthCare Investment Partners
Rhode Island
$285K -$19.9K -352 -7%
CP
1884
Canopy Partners
Ohio
$285K
PF
1885
Penney Financial
Texas
$284K -$4.25K -75 -2%
AFA
1886
Alpha Financial Advisors
North Carolina
$284K -$6.11K -108 -2%
FRA
1887
Front Row Advisors
California
$283K +$260K +4,585 +5,731%
PFG
1888
Peterson Financial Group
Iowa
$283K -$6.96K -123 -3%
NCM
1889
Noesis Capital Mangement
Florida
$282K -$20.4K -360 -7%
CJFS
1890
Coulter & Justus Financial Services
Tennessee
$282K +$263K +4,650 New
GC
1891
Gratus Capital
Georgia
$282K +$47.3K +835 +22%
FNBTCON
1892
First National Bank & Trust Co of Newtown
Pennsylvania
$281K -$28.3K -500 -10%
PWP
1893
Phillips Wealth Planners
Mississippi
$281K +$279K +4,923 New
AWM
1894
Abound Wealth Management
Tennessee
$281K -$92.6K -1,635 -26%
FFM
1895
Forum Financial Management
Illinois
$280K +$7.7K +136 +3%
CCM
1896
Chilton Capital Management
Texas
$280K -$28.9K -510 -10%
JWM
1897
JGP Wealth Management
Oregon
$279K +$45K +795 +21%
NIM
1898
Northeast Investment Management
Massachusetts
$278K
SL
1899
Sentry LLC
Tennessee
$278K
DWM
1900
Denver Wealth Management
Colorado
$278K +$679 +12 +0.3%

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.