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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
PSCM
301
Per Stirling Capital Management
Texas
$18.7M -$298K -5,069 -2%
PA
302
Pinnacle Associates
New York
$18.4M +$56.3K +958 +0.3%
DA
303
Drake & Associates
Wisconsin
$18.4M +$387K +6,579 +2%
CC
304
Courier Capital
New York
$18.4M +$192K +3,263 +1%
SIA
305
Soltis Investment Advisors
Utah
$18.3M -$122K -2,073 -0.7%
OGF
306
Orin Green Financial
California
$18.1M +$18.2M +309,858 New
ODIJL
307
One Day In July LLC
Vermont
$18.1M -$5.66M -96,338 -24%
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$18M +$660K +11,235 +4%
HS
309
Horan Securities
United States
$17.9M +$1.33M +22,635 +8%
AGA
310
Arkos Global Advisors
Texas
$17.8M +$3.29M +55,946 +23%
PBF
311
Petix & Botte Financial
California
$17.6M +$1.7M +28,996 +11%
SB
312
Simmons Bank
Arkansas
$17.6M -$266K -4,532 -1%
GG
313
Greenwood Gearhart
Arkansas
$17.6M +$377K +6,415 +2%
VFIC
314
Valley Forge Investment Consultants
Pennsylvania
$17.5M +$393K +6,684 +2%
JSW
315
Journey Strategic Wealth
New Jersey
$17.5M -$97.8K -1,664 -0.6%
WH
316
Whitcomb & Hess
Ohio
$17.5M +$452K +7,698 +3%
LA
317
Lynch & Associates
Indiana
$17.4M +$368K +6,263 +2%
SW
318
SVB Wealth
Massachusetts
$17.4M -$9.48M -161,447 -35%
Principal Financial Group
319
Principal Financial Group
Iowa
$17.2M +$813K +13,836 +5%
GG
320
GenWealth Group
New Jersey
$17M +$214K +3,644 +1%
AWM
321
AAF Wealth Management
Massachusetts
$17M +$1.29M +22,040 +8%
CIM
322
CIM Investment Management
Pennsylvania
$17M -$286K -4,875 -2%
APW
323
Acima Private Wealth
Virginia
$16.9M +$1.28M +21,836 +8%
JF
324
JSF Financial
California
$16.9M -$2.32M -39,437 -12%
LIM
325
Leavell Investment Management
Alabama
$16.8M -$44.7K -761 -0.3%

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.