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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
MHWM
1901
Montz Harcus Wealth Management
Louisiana
$277K +$453 +8 +0.2%
FFWA
1902
Forthright Family Wealth Advisory
Texas
$277K +$258K +4,560 New
GIP
1903
Granite Investment Partners
California
$277K
BMC
1904
Beaton Management Company
Massachusetts
$275K
NJIM
1905
Nabity-Jensen Investment Management
Nebraska
$275K
SWM
1906
Seed Wealth Management
Illinois
$275K
IWA
1907
Icon Wealth Advisors
Texas
$274K +$66.6K +1,177 +35%
FM
1908
Family Management
New York
$274K
LC
1909
Landaas & Company
Wisconsin
$274K +$256K +4,516 New
HPIA
1910
Hamilton Point Investment Advisors
North Carolina
$273K
NFW
1911
Noble Family Wealth
Florida
$272K
ST
1912
Sageworth Trust
Pennsylvania
$272K
AWM
1913
Affinity Wealth Management
Delaware
$270K
C1AG
1914
Client 1st Advisory Group
Florida
$269K -$5.95K -105 -2%
AOWM
1915
Alpha Omega Wealth Management
Virginia
$269K -$7.93K -140 -3%
AC
1916
ASB Consultores
Florida
$268K -$11.3K -200 -4%
LWM
1917
LJI Wealth Management
Indiana
$268K +$249K +4,406 New
SSA
1918
Sierra Summit Advisors
Nevada
$267K
WWM
1919
Wolff Wiese Magana
California
$267K +$31.7K +560 +15%
PWA
1920
Provenance Wealth Advisors
Florida
$266K -$453 -8 -0.2%
WFA
1921
WestHill Financial Advisors
California
$266K -$57 -1 -0%
AP
1922
Adero Partners
California
$265K
HDIM
1923
Hanson & Doremus Investment Management
Vermont
$265K +$96K +1,695 +63%
DWA
1924
Delap Wealth Advisory
Oregon
$265K +$33.9K +599 +16%
FC
1925
Forte Capital
New York
$265K

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.