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iShares Core S&P Mid-Cap ETF

2,218 hedge funds and large institutions have $64.3B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 969 increasing their positions, 823 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,589% more call options, than puts

Call options by funds: $37.3M | Put options by funds: $2.21M

25% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 102

18% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 823

1.24% more ownership

Funds ownership: 76.19%77.43% (+1.2%)

0% less funds holding

Funds holding: 2,2242,218 (-6)

1% less capital invested

Capital invested by funds: $65.1B → $64.3B (-$810M)

2% less funds holding in top 10

Funds holding in top 10: 355347 (-8)

Holders
2,218
Holders Change
-6
Holders Change %
-0.27%
% of All Funds
32.03%
Holding in Top 10
347
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.25%
% of All Funds
5.01%
New
128
Increased
969
Reduced
823
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$27.5M +$44.6K +759 +0.2%
DADC
227
D.A. Davidson & Co
Montana
$27.4M -$724K -12,326 -3%
MFIM
228
Mesirow Financial Investment Management
Illinois
$27.3M +$206K +3,503 +0.8%
William Blair & Company
229
William Blair & Company
Illinois
$27.2M +$1.91M +32,461 +8%
HI
230
Human Investing
Oregon
$27.1M +$825K +14,047 +3%
YIA
231
YHB Investment Advisors
Connecticut
$26.7M -$214K -3,638 -0.8%
Kovitz Investment Group Partners
232
Kovitz Investment Group Partners
Illinois
$26.2M +$15.3M +261,117 +140%
RJT
233
Raymond James Trust
Florida
$26.1M +$1.23M +20,944 +5%
RDFA
234
Ritter Daniher Financial Advisory
Ohio
$26.1M -$123K -2,086 -0.5%
SL
235
Salomon & Ludwin
Virginia
$26M -$6.54M -111,368 -20%
TPWA
236
TRUE Private Wealth Advisors
Oregon
$25.9M +$33K +561 +0.1%
BHWM
237
Bar Harbor Wealth Management
New Hampshire
$25.9M -$427K -7,262 -2%
SC
238
Savant Capital
Illinois
$25.8M +$1.03M +17,574 +4%
CFO
239
Callan Family Office
Pennsylvania
$25.8M +$74K +1,260 +0.3%
SPC
240
Sigma Planning Corp
Michigan
$25.6M +$679K +11,559 +3%
AA
241
ALPS Advisors
Colorado
$25.4M -$18.6M -317,390 -42%
Citadel Advisors
242
Citadel Advisors
Florida
$25.4M -$658K -11,194 -3%
BPA
243
Beacon Pointe Advisors
California
$25.4M -$1.15M -19,552 -4%
CIA
244
Concurrent Investment Advisors
Florida
$25.3M +$785K +13,361 +3%
CAI
245
Capital Advisors Inc
Oklahoma
$25.3M -$621K -10,575 -2%
Natixis Advisors
246
Natixis Advisors
Massachusetts
$25.2M +$4.02M +68,441 +19%
RC
247
Randolph Company
Ohio
$25M +$7.81K +133 +0%
NFG
248
Nations Financial Group
Iowa
$25M -$91.2K -1,552 -0.4%
Macquarie Group
249
Macquarie Group
Australia
$24.8M -$4.85M -82,628 -16%
C
250
Certuity
Florida
$24.3M +$345K +5,868 +1%

IJH Hedge Fund Activity: Q2 2024 in Review

2,218 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q2 2024, worth a combined $64.3B — down 1.2% from $65.1B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IJH positions and 102 closed out — a net gain of 26 holders — while 969 added to existing stakes and 823 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $647M. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $72.6M sold.

  • 2,218 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q2 2024, down from 2,224 in Q1 2024.
  • Funds reported $64.3B of iShares Core S&P Mid-Cap ETF stock for Q2 2024, down 1.2% quarter-over-quarter.
  • 128 funds opened new iShares Core S&P Mid-Cap ETF positions in Q2 2024 and 102 closed out, a net change of +26 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $647M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q2 2024 was Janney Montgomery Scott, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2024.