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iShares Core S&P Mid-Cap ETF

2,229 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, 922 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

12% more capital invested

Capital invested by funds: $58.3B → $65.1B (+$6.87B)

3% more funds holding

Funds holding: 2,1742,229 (+55)

0.26% less ownership

Funds ownership: 76.47%76.22% (-0.26%)

3% less repeat investments, than reductions

Existing positions increased: 896 | Existing positions reduced: 922

1% less funds holding in top 10

Funds holding in top 10: 361356 (-5)

Holders
2,229
Holders Change
+55
Holders Change %
+2.53%
% of All Funds
32.03%
Holding in Top 10
356
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-1.39%
% of All Funds
5.12%
New
155
Increased
896
Reduced
922
Closed
76
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M

IJH Hedge Fund Activity: Q1 2024 in Review

2,229 of the 6,959 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 12% from $58.3B 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 922 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $375M. The largest seller was Wellspring Financial Advisors, cutting an estimated $282M.

  • 2,229 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q1 2024, up from 2,174 in Q4 2023.
  • Funds reported $65.1B of iShares Core S&P Mid-Cap ETF stock for Q1 2024, up 12% 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 Wellspring Financial Advisors, an estimated $282M sold.

Based on aggregated 13F filings for Q1 2024.