We are live on ! Find out more
IJH icon

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
LFA
2176
Legend Financial Advisors
Pennsylvania
$35.8K
RCM
2177
Raleigh Capital Management
North Carolina
$35.6K +$33.2K +586 New
EA
2178
Evolution Advisers
Virginia
$35K
KFO
2179
Kopp Family Office
Minnesota
$34K
LCK
2180
LeRoy C. Kopp
$34K +$32K +565 New
EPW
2181
Evergreen Private Wealth
Colorado
$33.4K
AAP
2182
Arax Advisory Partners
Colorado
$33.3K +$170 +3 +0.6%
EWA
2183
Elevate Wealth Advisory
Georgia
$32.8K
TWP
2184
TFO Wealth Partners
Ohio
$31K
MSFP
2185
Mark Sheptoff Financial Planning
Connecticut
$30.7K +$5.95K +105 +26%
IRC
2186
Investors Research Corp
Georgia
$30.4K +$566 +10 +2%
BAM
2187
Byrne Asset Management
New Jersey
$28.9K -$3.96K -70 -13%
PK
2188
Pflug Koory
Nebraska
$28.9K
DCM
2189
Davis Capital Management
Florida
$28.1K
KFP
2190
Keener Financial Planning
Texas
$28K
VWWMG
2191
Vermillion & White Wealth Management Group
Pennsylvania
$27.6K -$3.96K -70 -13%
DAM
2192
Delta Asset Management
Tennessee
$27.6K
SFC
2193
SYM Financial Corp
Indiana
$27.6K
CAM
2194
Costello Asset Management
Pennsylvania
$24.4K +$57 +1 +0.3%
DF
2195
DecisionPoint Financial
Arizona
$24.3K
TC
2196
Truvestments Capital
Florida
$23.4K +$21.8K +385 New
WWP
2197
WR Wealth Planners
Missouri
$23K -$298K -5,267 -93%
MIA
2198
MeadowBrook Investment Advisors
Michigan
$21.9K
Amundi
2199
Amundi
France
$18.1K
SRCM
2200
Signature Resources Capital Management
California
$17.5K -$14.3K -252 -80%

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.