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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
GIA
2101
Goodwin Investment Advisory
Georgia
$140K
BL
2102
Balentine LLC
Georgia
$135K +$59.2K +1,045 +89%
TC
2103
Trust Company
Kansas
$134K +$8.49K +150 +7%
MIM
2104
MTM Investment Management
South Carolina
$130K -$28.3K -500 -19%
AWM
2105
Aspire Wealth Management
Massachusetts
$128K -$206K -3,645 -63%
FFC
2106
First Financial Corp
Indiana
$128K +$19.2K +340 +19%
SN
2107
Sittner & Nelson
Oregon
$126K
RMC
2108
Resources Management Corp
Connecticut
$125K
GI
2109
Gradient Investments
Minnesota
$124K -$181K -3,198 -61%
SMA
2110
Sage Mountain Advisors
Georgia
$123K -$15.3K -270 -12%
MFA
2111
Morling Financial Advisors
California
$122K -$4.19K -74 -4%
CMBA
2112
C.M. Bidwell & Associates
Hawaii
$120K
Bank Julius Baer & Co
2113
Bank Julius Baer & Co
Switzerland
$120K
FDCP
2114
Foster Dykema Cabot & Partners
Massachusetts
$117K +$109K +1,925 New
SWC
2115
Spectrum Wealth Counsel
Indiana
$116K
CWM
2116
CarsonAllaria Wealth Management
Illinois
$115K +$108K +1,900 New
MRCM
2117
M&R Capital Management
New Jersey
$115K +$226 +4 +0.2%
EWP
2118
Elevation Wealth Partners
California
$114K -$24.2K -427 -18%
YDMI
2119
Y.D. More Investments
Israel
$112K
LFG
2120
Larson Financial Group
Missouri
$111K +$14.1K +249 +16%
HIIFS
2121
Harel Insurance Investments & Financial Services
Israel
$107K
DMIC
2122
Dixon Mitchell Investment Counsel
British Columbia, Canada
$106K +$99.1K +1,750 New
TFA
2123
Toth Financial Advisory
Virginia
$103K -$4.81K -85 -5%
BA
2124
Ballast Advisors
Minnesota
$103K -$2.55K -45 -3%
Optiver Holding
2125
Optiver Holding
Netherlands
$103K +$66.2K +1,170 +225%

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.