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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.91B +$214M +3,779,925 +4%
Bank of America
2
Bank of America
North Carolina
$3.93B +$264M +4,661,053 +8%
Wells Fargo
3
Wells Fargo
California
$2.98B -$19.1M -336,603 -0.7%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.93B -$1.6M -28,270 -0.1%
LPL Financial
5
LPL Financial
California
$2.34B -$79.2M -1,399,184 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.31B +$29.8M +525,842 +1%
Morgan Stanley
7
Morgan Stanley
New York
$2.09B -$1.96B -34,671,737 -50%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.83B +$375M +6,616,282 +28%
UBS Group
9
UBS Group
Switzerland
$1.34B -$14.8M -261,779 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.29B -$161M -2,842,665 -12%
BlackRock
11
BlackRock
New York
$1.21B -$16.2M -285,356 -1%
RJA
12
Raymond James & Associates
Florida
$1.13B +$253M +4,476,917 +32%
Northern Trust
13
Northern Trust
Illinois
$1.13B +$24.9M +439,010 +2%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$969M +$4.5M +79,408 +0.5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$806M +$20.9M +368,465 +3%
Goldman Sachs
16
Goldman Sachs
New York
$790M +$22.6M +399,766 +3%
Mariner
17
Mariner
Kansas
$710M +$24.2M +427,269 +4%
FCAS
18
First Command Advisory Services
Texas
$659M +$4.1M +72,470 +0.7%
Ameriprise
19
Ameriprise
Minnesota
$631M -$27.8M -490,677 -5%
AA
20
Acorns Advisers
California
$598M +$8.85M +156,331 +2%
KeyBank National Association
21
KeyBank National Association
Ohio
$553M -$3.87M -68,423 -0.7%
Financial Engines Advisors
22
Financial Engines Advisors
California
$547M -$23M -406,866 -4%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$511M -$14.4M -254,870 -3%
Truist Financial
24
Truist Financial
North Carolina
$489M -$26.5M -468,185 -5%
RFC
25
Regions Financial Corp
Alabama
$452M -$418K -7,387 -0.1%

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.