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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
BIM
2226
Breakwater Investment Management
Washington
$912 +$849 +15 New
NMM
2227
Naples Money Management
Florida
$607
RS
2228
Rakuten Securities
Japan
$304 +$283 +5 New
CYG
2229
Clean Yield Group
Vermont
$1
CWM
2230
Curi Wealth Management
North Carolina
-$20.6M -372,150 Closed
VIA
2231
Vantagepoint Investment Advisers
District of Columbia
-$16.5M -297,500 Closed
JF
2232
Jump Financial
Illinois
-$7M -126,375 Closed
WC
2233
Wexford Capital
Florida
-$2.4M -43,210 Closed
OP
2234
ORG Partners
Indiana
-$2.07M -37,400 Closed
CS
2235
Credit Suisse
Switzerland
-$1.95M -35,190 Closed
FA
2236
FDx Advisors
Illinois
-$1.89M -34,150 Closed
PCM
2237
Presidio Capital Management
California
-$1.8M -32,500 Closed
WCM
2238
Winthrop Capital Management
Indiana
-$1.5M -27,085 Closed
WF
2239
WoodTrust Financial
Wisconsin
-$1.01M -18,250 Closed
HGWM
2240
Horst & Graben Wealth Management
Oregon
-$1.01M -18,140 Closed
ARC
2241
Advisor Resource Council
Texas
-$886K -15,990 Closed
BFG
2242
Beacon Financial Group
Texas
-$644K -11,610 Closed
MSA
2243
Marathon Strategic Advisors
Pennsylvania
-$624K -11,255 Closed
OMC
2244
Old Mission Capital
Illinois
-$616K -11,110 Closed
BOSSRA
2245
B.O.S.S. Retirement Advisors
Utah
-$591K -10,670 Closed
WF
2246
Williams Financial
Vermont
-$590K -10,640 Closed
RWRC
2247
R.W. Roge & Company
New York
-$567K -10,245 Closed
X
2248
Xponance
Pennsylvania
-$512K -9,240 Closed
AC
2249
AlphaCore Capital
California
-$486K -8,770 Closed
BHWM
2250
Bay Harbor Wealth Management
Maryland
-$481K -8,680 Closed

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.