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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
LTI
2201
Laffer Tengler Investments
Tennessee
$15.5K
KA
2202
Kozak & Associates
Colorado
$15.4K +$14.4K +255 New
PCWA
2203
Pacific Capital Wealth Advisors
California
$15.2K
RWML
2204
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$14.9K
GPFA
2205
Game Plan Financial Advisors
Ohio
$14.3K
CSC
2206
Caldwell Sutter Capital
California
$13.4K
LI
2207
LRI Investments
Florida
$13.1K +$12.2K +215 New
PP
2208
PFS Partners
New Jersey
$12.6K -$396 -7 -3%
SIS
2209
Sound Income Strategies
Florida
$11.8K -$37.6K -665 -77%
HR
2210
Howe & Rusling
New York
$11.2K -$2.27K -40 -18%
GWM
2211
Grand Wealth Management
Michigan
$10.9K
KIG
2212
Kessler Investment Group
Indiana
$9.11K +$8.49K +150 New
EBA
2213
Eagle Bay Advisors
New York
$7.9K -$79K -1,395 -91%
PFA
2214
Pathway Financial Advisers
Indiana
$7.13K -$453 -8 -6%
C
2215
Covestor
United Kingdom
$7K -$3.06K -54 -31%
CCM
2216
Copeland Capital Management
Pennsylvania
$6.51K -$31.3K -553 -84%
LWA
2217
Lowe Wealth Advisors
Maryland
$6.38K +$1.98K +35 +50%
SAM
2218
Smartleaf Asset Management
Massachusetts
$5.45K +$5.09K +90 New
ACB
2219
Aristotle Capital Boston
Massachusetts
$4.59K -$3.91K -69 -48%
HWP
2220
Highline Wealth Partners
California
$4.57K
TVWM
2221
Tower View Wealth Management
Wisconsin
$4.43K -$113 -2 -3%
CAM
2222
Clarity Asset Management
Iowa
$4.35K -$11.2K -198 -73%
CFS
2223
CGC Financial Services
Oregon
$4.25K
FFL
2224
Financial Freedom LLC
Ohio
$3.47K +$113 +2 +4%
ACA
2225
American Capital Advisory
Idaho
$2.75K +$623 +11 New

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.