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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
AT
2126
Avalon Trust
New Mexico
$101K
WIM
2127
Westside Investment Management
California
$100K +$57 +1 +0.1%
GWP
2128
Gen-Wealth Partners
Michigan
$98.7K +$92K +1,625 New
RIL
2129
Rothschild Investment LLC
Illinois
$95.7K
ATC
2130
Advantage Trust Company
Kansas
$91.7K
WAM
2131
WFA Asset Management
Wisconsin
$90.9K +$84.7K +1,496 New
RA
2132
Ransom Advisory
Rhode Island
$90.2K +$84.1K +1,485 New
PP
2133
PrairieView Partners
Minnesota
$90K
IPW
2134
Impact Partnership Wealth
Georgia
$88.4K -$849 -15 -1%
KFS
2135
Kelly Financial Services
Massachusetts
$86.8K -$5.15K -91 -6%
HWA
2136
Heritage Wealth Advisors
Virginia
$86.6K
HCM
2137
Highlander Capital Management
New Jersey
$82.6K
AWM
2138
AllSquare Wealth Management
New York
$80.8K -$22.6K -400 -23%
MWA
2139
Moser Wealth Advisors
Washington
$77.4K
FCMT
2140
Founders Capital Management (Texas)
Texas
$77.4K
SIC
2141
SJS Investment Consulting
Ohio
$77.2K -$101K -1,789 -58%
AA
2142
Ashford Advisors
New York
$75.9K -$283K -5,000 -80%
NCTC
2143
New Covenant Trust Company
Indiana
$73.2K +$68.2K +1,205 New
GCM
2144
Gables Capital Management
Florida
$72.6K +$6.51K +115 +11%
WOC
2145
West Oak Capital
California
$70K
BCM
2146
Blume Capital Management
California
$64.7K
WIC
2147
Woodmont Investment Counsel
Tennessee
$64.7K +$60.3K +1,065 New
NFSG
2148
Newbridge Financial Services Group
Florida
$64.4K
JFG
2149
JDM Financial Group
Texas
$63.8K
WBC
2150
West Branch Capital
Massachusetts
$61.5K -$60.7K -1,072 -51%

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.