We are live on ! Find out more
IJH icon

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
BAG
1926
Bridgewealth Advisory Group
California
$264K -$19.8K -350 -7%
VBFG
1927
Vishria Bird Financial Group
Tennessee
$264K
CWP
1928
Concord Wealth Partners
Virginia
$264K +$84.4K +1,491 +52%
SF
1929
Slagle Financial
Illinois
$264K -$273K -4,818 -53%
CA
1930
Carson Advisory
Georgia
$263K +$25.2K +445 +11%
WMA
1931
West Michigan Advisors
Michigan
$263K +$245K +4,323 New
SFM
1932
Signet Financial Management
New Jersey
$262K -$108K -1,902 -31%
FRA
1933
Frank Rimerman Advisors
California
$261K
BFA
1934
Beacon Financial Advisory
Ohio
$261K -$1.37M -24,118 -85%
GP
1935
Geneva Partners
Wisconsin
$260K +$510 +9 +0.2%
SWM
1936
Sterling Wealth Management
Illinois
$260K +$20.7K +365 +9%
AWA
1937
Aletheian Wealth Advisors
Washington
$259K
CRI
1938
Colonial River Investments
Virginia
$259K -$33.3K -589 -12%
SVWAG
1939
Sound View Wealth Advisors Group
Georgia
$258K -$259K -4,570 -52%
HBT
1940
Hills Bank & Trust
Iowa
$258K -$46.4K -820 -16%
4FG
1941
4Thought Financial Group
New York
$258K +$46.3K +818 +24%
AP
1942
Atwood & Palmer
Missouri
$258K -$137K -2,415 -36%
WGC
1943
Watts Gwilliam & Co
Arizona
$255K +$240K +4,235 New
HWP
1944
Heritage Wealth Partners
Ohio
$255K -$208K -3,680 -80%
PCS
1945
Private Client Services
Kentucky
$255K -$17.2K -304 -7%
MAM
1946
McLean Asset Management
Virginia
$255K +$170 +3 +0.1%
RLIM
1947
Red Lighthouse Investment Management
New York
$255K
LJAC
1948
L.J. Altfest & Co
New York
$254K +$510 +9 +0.2%
CIP
1949
Capital Insight Partners
Arizona
$253K +$5.95K +105 +3%
TFM
1950
Trademark Financial Management
Minnesota
$250K -$12.5K -221 -5%

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.