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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
VOYA Investment Management
176
VOYA Investment Management
Georgia
$41.5M -$4.05M -71,621 -9%
JWA
177
JFS Wealth Advisors
Pennsylvania
$40.9M -$2.25M -39,788 -6%
CA
178
Crewe Advisors
Utah
$40.7M +$601K +10,621 +2%
Lazard Asset Management
179
Lazard Asset Management
New York
$40.1M -$411K -7,253 -1%
CTA
180
Chesley Taft & Associates
Illinois
$39.8M +$6.74M +119,006 +22%
AAS
181
Ameritas Advisory Services
Nebraska
$39.4M +$4.17M +73,657 +13%
HG
182
Harbor Group
New Hampshire
$39.2M +$1.17M +20,651 +3%
AF
183
Allworth Financial
California
$38.9M -$1.82M -32,230 -5%
PGA
184
Portland Global Advisors
Maine
$38.8M -$2.03M -35,884 -5%
AWS
185
Atria Wealth Solutions
New York
$38M +$1.63M +28,785 +5%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$37.8M +$5.32M +94,019 +18%
FBB
187
Fulton Breakefield Broenniman
Maryland
$37.7M +$673K +11,891 +2%
NFG
188
Nadler Financial Group
Illinois
$37.7M +$854K +15,089 +2%
PWLP
189
Prio Wealth Limited Partnership
Massachusetts
$37.4M +$611K +10,796 +2%
GL
190
Graypoint LLC
New York
$36.7M +$1.02M +18,028 +3%
CAAS
191
Capital Asset Advisory Services
Michigan
$36.7M +$2.16M +38,202 +7%
FNBT
192
FineMark National Bank & Trust
Florida
$36.6M -$247K -4,362 -0.7%
SFS
193
Summit Financial Strategies
Ohio
$36.4M -$37.3K -659 -0.1%
JIC
194
Johnson Investment Counsel
Ohio
$36.4M -$70.7K -1,249 -0.2%
IAN
195
Integrated Advisors Network
Texas
$36.2M -$4.54M -80,229 -12%
NEPPG
196
New England Professional Planning Group
Rhode Island
$35.8M -$23.3K -412 -0.1%
RCA
197
Resonant Capital Advisors
Wisconsin
$35.5M +$1.31M +23,158 +4%
ETS
198
ESL Trust Services
New York
$35.1M +$1.39M +24,563 +4%
LBC
199
Lowe Brockenbrough & Co
Virginia
$34M -$375K -6,619 -1%
CWA
200
CJM Wealth Advisers
Virginia
$33.8M +$373K +6,583 +1%

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.