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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
NAS
2026
NWF Advisory Services
California
$213K -$26.3K -465 -12%
AMIM
2027
Aull & Monroe Investment Management
Alabama
$213K +$198K +3,500 New
SIA
2028
Schechter Investment Advisors
Michigan
$212K -$380K -6,715 -66%
WWM
2029
Waterway Wealth Management
Texas
$211K -$149K -2,630 -43%
HWA
2030
Heartwood Wealth Advisors
Virginia
$210K -$16.4K -290 -8%
PCTC
2031
Perkins Coie Trust Company
Washington
$210K
AA
2032
ACT Advisors
North Carolina
$210K +$196K +3,457 New
CFA
2033
Capstone Financial Advisors
Illinois
$210K +$195K +3,453 New
TCM
2034
TD Capital Management
Tennessee
$210K +$1.7K +30 +0.9%
RA
2035
Rodgers & Associates
Pennsylvania
$210K +$195K +3,450 New
RWM
2036
Reston Wealth Management
Virginia
$209K +$195K +3,440 New
MFWP
2037
Mosaic Family Wealth Partners
Missouri
$209K -$18.4K -325 -9%
NPT
2038
Nixon Peabody Trust
Massachusetts
$208K -$181K -3,195 -48%
ML
2039
McAdam LLC
Pennsylvania
$208K -$11.2K -197 -5%
AAS
2040
Annex Advisory Services
Wisconsin
$207K -$39.6K -700 -17%
UAG
2041
United Advisor Group
Ohio
$207K +$193K +3,410 New
PHAM
2042
Palisades Hudson Asset Management
Florida
$207K +$193K +3,405 New
EP
2043
Eudaimonia Partners
Tennessee
$207K +$193K +3,401 New
TIM
2044
Thor Investment Management
Ohio
$207K +$192K +3,400 New
Two Sigma Investments
2045
Two Sigma Investments
New York
$207K +$192K +3,400 New
EWA
2046
Emergent Wealth Advisors
New York
$206K +$192K +3,399 New
SIMG
2047
Sonora Investment Management Group
Arizona
$206K -$14K -247 -7%
FCM
2048
Fogel Capital Management
Florida
$204K +$197K +3,480 New
JPWM
2049
Jamison Private Wealth Management
Georgia
$203K +$16.8K +297 +10%
FDS
2050
Freedom Day Solutions
Texas
$203K +$189K +3,344 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.