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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
OCFG
2251
O'Connor Financial Group
Illinois
-$455K -8,205 Closed
FC
2252
Financial Consulate
Maryland
-$444K -8,005 Closed
PPW
2253
Parcion Private Wealth
Washington
-$418K -7,535 Closed
CGL
2254
Clarius Group LLC
Washington
-$412K -7,440 Closed
ARIS
2255
Advanced Research Investment Solutions
California
-$400K -7,220 Closed
AGM
2256
Alpine Global Management
New York
-$381K -6,880 Closed
NFA
2257
Northwest Financial Advisors
Virginia
-$375K -6,760 Closed
GA
2258
GSG Advisors
New Jersey
-$357K -6,620 Closed
AR
2259
Apeiron RIA
Texas
-$338K -6,100 Closed
RIM
2260
Redwood Investment Management
Arizona
-$320K -5,765 Closed
BF
2261
Brogan Financial
Tennessee
-$316K -5,690 Closed
EP
2262
Edgestream Partners
New Jersey
-$297K -5,355 Closed
MWA
2263
Monograph Wealth Advisors
California
-$297K -5,350 Closed
JJBC
2264
James J. Burns & Company
New York
-$278K -5,005 Closed
CG
2265
Cutler Group
California
-$283K -5,000 Closed
GLA
2266
Great Lakes Advisors
Illinois
-$267K -4,825 Closed
APWA
2267
Atlas Private Wealth Advisors
New Jersey
-$267K -4,815 Closed
OFS
2268
OneAscent Financial Services
Alabama
-$264K -4,765 Closed
HHGA
2269
Halbert Hargrove Global Advisors
California
-$262K -4,725 Closed
TFP
2270
Traction Financial Partners
Wyoming
-$259K -4,665 Closed
TWM
2271
TSA Wealth Management
Texas
-$257K -4,635 Closed
IIC
2272
Integrated Investment Consultants
Michigan
-$247K -4,450 Closed
CFGSD
2273
Compass Financial Group (South Dakota)
South Dakota
-$240K -4,335 Closed
PWM
2274
Praetorian Wealth Management
California
-$230K -4,155 Closed
HIF
2275
Hill Island Financial
Michigan
-$228K -4,105 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.