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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
CTC
2151
Cetera Trust Company
Minnesota
$60.7K
DWS
2152
Dynamic Wealth Strategies
California
$58K
RBC
2153
Roble Belko & Company
Pennsylvania
$58K
CMP
2154
Coston McIsaac & Partners
Maine
$58K +$113 +2 +0.2%
RWPA
2155
Richard W. Paul & Associates
Michigan
$56.9K -$793 -14 -1%
ACA
2156
Atlas Capital Advisors
Wyoming
$56.8K
FWM
2157
FSA Wealth Management
Massachusetts
$56.2K
PWM
2158
Provident Wealth Management
Tennessee
$55.3K +$37.1K +655 +257%
BBPWM
2159
Blue Bell Private Wealth Management
Pennsylvania
$55.3K +$41.6K +735 +420%
APW
2160
Atlantic Private Wealth
North Carolina
$53.1K
KWAG
2161
Kiely Wealth Advisory Group
North Carolina
$49.7K
BSWA
2162
Bromfield Sneider Wealth Advisors
Massachusetts
$48.8K -$113 -2 -0.2%
HCP
2163
Hexagon Capital Partners
Arkansas
$48.4K +$5.49K +97 +14%
CICI
2164
Capital Investment Counsel Inc
North Carolina
$47.7K
BCMLT
2165
Beacon Capital Management LLC (Tennessee)
Tennessee
$47.4K -$2.55K -45 -5%
BAM
2166
Bellevue Asset Management
Washington
$45.6K
DWA
2167
Dougherty Wealth Advisers
Minnesota
$44.3K
WAG
2168
Wiser Advisor Group
Arizona
$43K
POIA
2169
Pin Oak Investment Advisors
Texas
$42K
FMP
2170
Financial Management Professionals
Texas
$40K +$37.2K +657 New
RCM
2171
Rain Capital Management
Oregon
$39.8K
ZCM
2172
Ziegler Capital Management
Illinois
$38.7K
IF
2173
Integrity Financial
Wyoming
$38.3K -$7.93K -140 -18%
IBOK
2174
Independence Bank of Kentucky
Kentucky
$38K -$14.2K -250 -29%
TWD
2175
True Wealth Design
Ohio
$38K

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.