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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
LA
1951
LVW Advisors
New York
$249K -$19K -335 -8%
MS
1952
Madden Securities
Texas
$247K -$238K -4,195 -51%
DA
1953
Detalus Advisors
Missouri
$247K -$1.98K -35 -0.9%
Barclays
1954
Barclays
United Kingdom
$247K -$161K -2,850 -41%
VWA
1955
Visionary Wealth Advisors
Illinois
$246K
CAM
1956
Clark Asset Management
New Hampshire
$246K
MCM
1957
Mengis Capital Management
Oregon
$245K +$4.02K +71 +2%
AIM
1958
Aspen Investment Management
Michigan
$243K +$227K +4,001 New
MAM
1959
Mainsail Asset Management
Alabama
$243K
SL
1960
Summitry LLC
California
$243K +$226K +4,000 New
LWM
1961
LongView Wealth Management
Georgia
$243K +$6.62K +117 +3%
LWM
1962
Liberty Wealth Management
California
$242K +$226K +3,989 New
FWM
1963
Focused Wealth Management
New York
$242K +$340 +6 +0.2%
CI
1964
Ceera Investments
Texas
$241K
WWS
1965
Wellington Wealth Strategies
Indiana
$241K +$225K +3,975 New
DPW
1966
DiNuzzo Private Wealth
Pennsylvania
$241K
ECA
1967
Elevated Capital Advisors
Utah
$241K +$679 +12 +0.3%
CWM
1968
Chemistry Wealth Management
New York
$239K
ITB
1969
Idaho Trust Bank
Idaho
$239K -$8.13M -143,677 -97%
FWM
1970
Fingerlakes Wealth Management
New York
$239K +$223K +3,933 New
FFA
1971
Fi3 Financial Advisors
Indiana
$237K -$4.87K -86 -2%
CIC
1972
Chilton Investment Company
Connecticut
$237K +$221K +3,900 New
BBW
1973
Blue Barn Wealth
Utah
$237K -$12.4K -219 -5%
TWM
1974
TriaGen Wealth Management
California
$236K +$220K +3,889 New
HAIM
1975
Hunter Associates Investment Management
Pennsylvania
$236K -$62K -1,095 -22%

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.