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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
SWM
2076
Sanctuary Wealth Management
Idaho
$176K
T
2077
Tidemark
California
$173K -$30.2K -534 -16%
JWM
2078
Janiczek Wealth Management
Colorado
$169K
WWMSC
2079
Wagner Wealth Management (South Carolina)
South Carolina
$167K -$113 -2 -0.1%
RFA
2080
Register Financial Advisors
Georgia
$167K -$4.7K -83 -3%
DCM
2081
Disciplina Capital Management
Tennessee
$165K
VCM
2082
Versant Capital Management
Arizona
$164K -$1.98K -35 -1%
IHWM
2083
Iron Horse Wealth Management
Iowa
$162K +$42.5K +750 +39%
TLA
2084
Tanglewood Legacy Advisors
Texas
$160K +$149K +2,635 New
TCM
2085
TruNorth Capital Management
Michigan
$159K +$148K +2,620 New
ECM
2086
Elgethun Capital Management
South Dakota
$157K +$226 +4 +0.2%
EAM
2087
Eukles Asset Management
Ohio
$155K +$57 +1 +0%
MSS
2088
Mitchell Sinkler & Starr
Pennsylvania
$152K -$1.11M -19,555 -89%
W
2089
WealthCollab
Washington
$147K
PSB
2090
Piscataqua Savings Bank
New Hampshire
$147K -$46.1K -815 -25%
SA
2091
SRH Advisors
Kansas
$146K
AWM
2092
Angeles Wealth Management
California
$146K
MFA
2093
McClarren Financial Advisors
Pennsylvania
$145K +$340 +6 +0.3%
BC
2094
Barrett & Company
Rhode Island
$145K
RAM
2095
Ramirez Asset Management
New York
$144K
CTWM
2096
Cherry Tree Wealth Management
Minnesota
$143K
FFA
2097
Frazier Financial Advisors
Ohio
$143K +$226 +4 +0.2%
WB
2098
Webster Bank
Connecticut
$142K
PA
2099
Pineridge Advisors
Missouri
$141K -$2.83K -50 -2%
SC
2100
Steph & Co
Wisconsin
$140K

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.