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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
W
2001
WorthPointe
California
$225K -$45K -794 -18%
CPCP
2002
Cedar Point Capital Partners
Iowa
$223K -$1.13K -20 -0.5%
VBWMG
2003
Von Berge Wealth Management Group
California
$222K -$3.34K -59 -2%
TWM
2004
Trueblood Wealth Management
Ohio
$222K -$906 -16 -0.4%
CAM
2005
Covenant Asset Management
New Jersey
$221K
SFS
2006
Sharp Financial Services
Pennsylvania
$221K +$206K +3,636 New
CWA
2007
Consilium Wealth Advisory
Texas
$221K -$72.2K -1,275 -26%
PMSA
2008
Patrick M. Sweeney & Associates
Illinois
$221K
CVA
2009
Central Valley Advisors
California
$221K +$340 +6 +0.2%
BL
2010
BFSG LLC
California
$220K
FCM
2011
Fortis Capital Management
Washington
$220K -$20.4K -360 -9%
DC
2012
Darrow Company
Massachusetts
$219K
AFWM
2013
Abich Financial Wealth Management
Virginia
$219K +$155K +2,730 +314%
CB
2014
CNB Bank
Pennsylvania
$218K
AWM
2015
Aries Wealth Management
Maine
$218K +$203K +3,585 New
OFG
2016
Orcam Financial Group
California
$217K +$203K +3,580 New
EP
2017
EPIQ Partners
Minnesota
$217K +$202K +3,575 New
PSIWM
2018
Paradigm Strategies in Wealth Management
Minnesota
$217K +$202K +3,570 New
CPSAC
2019
Chas P. Smith & Associates (CPS)
Florida
$217K +$202K +3,565 New
WW
2020
Westshore Wealth
California
$217K +$202K +3,565 New
CM
2021
Columbus Macro
Pennsylvania
$216K -$4.92K -87 -2%
NRC
2022
New Republic Capital
North Carolina
$215K -$9.06K -160 -4%
FVWA
2023
Foster Victor Wealth Advisors
South Carolina
$215K -$15.3K -270 -7%
BNP Paribas Financial Markets
2024
BNP Paribas Financial Markets
France
$214K +$200K +3,524 New
IFS
2025
Ifrah Financial Services
Arkansas
$214K +$199K +3,519 New

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.