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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
TSW
1976
Thompson Siegel & Walmsley
Virginia
$236K
AA
1977
Addison Advisors
Vermont
$236K
SCA
1978
Stonebridge Capital Advisors
Minnesota
$236K +$10.7K +189 +5%
CWS
1979
Cypress Wealth Services
California
$235K -$137K -2,425 -39%
B
1980
Birchbrook
Maine
$235K -$132K -2,337 -38%
CMI
1981
Clare Market Investments
Texas
$234K
HFRG
1982
Houlihan Financial Resource Group
Virginia
$233K
WFA
1983
Wade Financial Advisory
California
$233K +$217K +3,835 New
TA
1984
TrueWealth Advisors
Alabama
$232K -$2.55K -45 -1%
CAM
1985
Concorde Asset Management
Michigan
$232K -$38.3K -676 -15%
MGIA
1986
Matthew Goff Investment Advisor
Texas
$231K -$13K -230 -6%
PP
1987
Pacifica Partners
Canada
$230K +$72.2K +1,276 +49%
RCM
1988
RMR Capital Management
California
$230K +$214K +3,785 New
E3F
1989
Eight 31 Financial
Texas
$229K +$213K +3,771 New
AMG
1990
Advisors Management Group
Wisconsin
$229K +$214K +3,773 New
RIG
1991
RiverFront Investment Group
Virginia
$228K +$213K +3,760 New
BPC
1992
Banque Pictet & Cie
Switzerland
$228K -$57.2K -1,010 -21%
DFA
1993
DHK Financial Advisors
New Hampshire
$228K
HCM
1994
Hall Capital Management
Rhode Island
$228K
GWA
1995
Gratus Wealth Advisors
Virginia
$227K -$123K -2,174 -35%
ORC
1996
O'Rourke & Company
Massachusetts
$227K
EAM
1997
Empirical Asset Management
Massachusetts
$227K +$5.72K +101 +3%
CWA
1998
Canvas Wealth Advisors
Kansas
$227K +$227K +4,010 New
GIM
1999
Gold Investment Management
Alberta, Canada
$226K
MAP
2000
Moody Aldrich Partners
Massachusetts
$226K

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.