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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
SL
201
Salomon & Ludwin
Virginia
$33.7M -$607K -10,716 -2%
BFA
202
Beaumont Financial Advisors
Massachusetts
$33.7M +$437K +7,713 +1%
HW
203
Hancock Whitney
Mississippi
$33.7M -$2.26M -39,945 -7%
ZB
204
Zions Bancorporation
Utah
$33.5M -$4.54M -80,253 -13%
CIA
205
Capital Investment Advisors
Georgia
$33.2M -$3.18M -56,148 -9%
BFM
206
Boston Financial Management
Massachusetts
$33.1M +$836K +14,767 +3%
FAG
207
Financial Advisory Group
Texas
$32.6M +$1.02M +17,997 +3%
UCFA
208
United Capital Financial Advisors
Texas
$32.6M -$6.24M -110,139 -17%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$32.3M +$2.9M +51,298 +11%
AAS
210
Avantax Advisory Services
Texas
$32M -$786K -13,884 -3%
HI
211
Hudock Inc
Pennsylvania
$31.8M +$57.3K +1,012 +0.2%
W
212
Wealthquest
Ohio
$31.6M -$2.01M -35,567 -6%
GLLW
213
Graves Light Lenhart Wealth
Virginia
$31.1M +$1.6M +28,289 +6%
OC
214
Oppenheimer & Co
New York
$31M +$2.04M +36,034 +8%
DT
215
Diversified Trust
Tennessee
$31M -$226K -4,000 -0.8%
Macquarie Group
216
Macquarie Group
Australia
$30.7M +$1.18M +20,854 +4%
NC
217
NewSquare Capital
Pennsylvania
$30.7M +$1.1M +19,350 +4%
ECG
218
Edge Capital Group
Georgia
$30.6M +$1.49M +26,286 +6%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$30.5M -$125K -2,215 -0.4%
UFAC
220
Urban Financial Advisory Corp
Illinois
$30M -$957K -16,901 -3%
Citigroup
221
Citigroup
New York
$29.7M -$908K -16,040 -3%
SIC
222
Shoker Investment Counsel
Ohio
$29.7M +$215K +3,795 +0.8%
BA
223
Bristlecone Advisors
Washington
$29.6M +$3.1M +54,696 +13%
NA
224
Nottingham Advisors
New York
$29.4M -$5.9M -104,175 -18%
DADC
225
D.A. Davidson & Co
Montana
$29.2M +$103K +1,817 +0.4%

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.