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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
WA
2276
Wealth Architects
California
-$227K -4,095 Closed
LC
2277
Lavaca Capital
Texas
-$216K -3,895 Closed
BWM
2278
BNC Wealth Management
Oregon
-$210K -3,785 Closed
SA
2279
Scarborough Advisors
Maryland
-$185K -3,340 Closed
ODG
2280
O'Dell Group
Ohio
-$172K -3,105 Closed
CLOS
2281
Compagnie Lombard Odier SCmA
Switzerland
-$163K -2,880 Closed
BMC
2282
Bear Mountain Capital
Washington
-$135K -2,500 Closed
FBC
2283
Fairfield, Bush & Co
Connecticut
-$132K -2,380 Closed
PAIM
2284
Punch & Associates Investment Management
Minnesota
-$111K -2,000 Closed
RIM
2285
Rockbridge Investment Management
New York
-$106K -1,915 Closed
BCM
2286
Bourgeon Capital Management
Connecticut
-$88.4K -1,595 Closed
CAM
2287
Chesapeake Asset Management
New York
-$80.4K -1,450 Closed
ECM
2288
ExodusPoint Capital Management
New York
-$67K -1,200 Closed
HFS
2289
Hantz Financial Services
Michigan
-$61K -1,100 Closed
LFA
2290
Level Financial Advisors
New York
-$54.3K -980 Closed
HI
2291
Hoey Investments
Pennsylvania
-$47.1K -850 Closed
DCM
2292
Davidson Capital Management
Texas
-$39.1K -705 Closed
ICM
2293
Islay Capital Management
Texas
-$38.2K -690 Closed
NMG
2294
New Millennium Group
Utah
-$27.3K -485 Closed
LFA
2295
LGT Financial Advisors
Texas
-$26.3K -475 Closed
VL
2296
Vima LLC
Michigan
-$20.8K -375 Closed
WAG
2297
Windsor Advisory Group
Ohio
-$14.4K -260 Closed
LPP
2298
Life Planning Partners
Florida
-$12.7K -230 Closed
RDIA
2299
RE Dickinson Investment Advisors
Iowa
-$9K -155 Closed
CIA
2300
Cape Investment Advisory
Georgia
-$5.82K -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.