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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
HIG
2051
Heritage Investment Group
Florida
$203K +$189K +3,340 New
FVCM
2052
F&V Capital Management
Florida
$203K +$190K +3,350 New
SFP
2053
Strategic Financial Planning
Texas
$203K +$189K +3,339 New
FF
2054
Francis Financial
$203K +$189K +3,335 New
RWS
2055
Resolute Wealth Strategies
Mississippi
$202K -$56.8K -1,004 -23%
NAMM
2056
NorthStar Asset Management (Massachusetts)
Massachusetts
$202K +$189K +3,330 New
Schroder Investment Management Group
2057
Schroder Investment Management Group
United Kingdom
$202K -$64.3K -1,136 -25%
FAM
2058
Formidable Asset Management
Ohio
$202K +$188K +3,325 New
TAM
2059
TCP Asset Management
Ohio
$202K +$188K +3,325 New
SIG
2060
Stonegate Investment Group
Alabama
$202K +$188K +3,325 New
GFPC
2061
Global Financial Private Client
Florida
$201K +$104K +1,830 +122%
PPW
2062
Presilium Private Wealth
Pennsylvania
$201K -$19.6K -347 -9%
SCM
2063
SCS Capital Management
Massachusetts
$200K +$187K +3,300 New
VAMG
2064
Voisard Asset Management Group
Michigan
$198K
AGWCA
2065
Annis Gardner Whiting Capital Advisors
Florida
$195K +$85.7K +1,513 +89%
Russell Investments Group
2066
Russell Investments Group
United Kingdom
$193K -$2.62M -46,279 -94%
MHR
2067
Matthew Hamilton Rosenberg
$193K
GA
2068
GoalVest Advisory
New York
$191K
CJ
2069
Caitlin John
Michigan
$189K -$22.7K -401 -11%
CWM
2070
Compass Wealth Management
Connecticut
$188K -$59.7K -1,055 -25%
GWSG
2071
GPS Wealth Strategies Group
Colorado
$187K -$12.2K -215 -7%
SOAMC
2072
Spirit of America Management Corp
New York
$187K +$183K +3,230 New
AssetMark Inc
2073
AssetMark Inc
California
$186K +$59K +1,042 +51%
CPG
2074
Cornerstone Planning Group
New Jersey
$181K -$2.43K -43 -1%
FUBT
2075
First United Bank & Trust
Maryland
$178K

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.