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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
MWM
326
Marietta Wealth Management
Georgia
$16.8M -$310K -5,276 -2%
NYLIM
327
New York Life Investment Management
New York
$16.8M +$12.1M +206,164 +257%
ST
328
Smithfield Trust
Pennsylvania
$16.6M +$102K +1,743 +0.6%
IF
329
Ironwood Financial
Arizona
$16.6M +$508K +8,643 +3%
LCOV
330
London Company of Virginia
Virginia
$16.6M +$10.4M +176,297 +163%
EMPI
331
Elo Mutual Pension Insurance
Finland
$16.6M -$27.1M -461,892 -62%
PWM
332
Proathlete Wealth Management
Florida
$16.5M +$808K +13,756 +5%
AEPWM
333
Atlantic Edge Private Wealth Management
Florida
$16.4M +$891K +15,158 +6%
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
$16.4M +$114K +1,937 +0.7%
NRI
335
NFP Retirement Inc
California
$16.3M -$356K -6,059 -2%
CA
336
Cambridge Advisors
Nebraska
$16.2M -$420K -7,150 -3%
EWA
337
EP Wealth Advisors
California
$16M -$358K -6,091 -2%
ACGA
338
Atlanta Consulting Group Advisors
Georgia
$15.9M +$8.71M +148,199 +120%
CGA
339
Crescent Grove Advisors
Illinois
$15.8M +$611K +10,394 +4%
PPW
340
PACK Private Wealth
Minnesota
$15.7M +$335K +5,706 +2%
CASB
341
Cape Ann Savings Bank
Massachusetts
$15.7M -$302K -5,148 -2%
TCM
342
Towercrest Capital Management
Pennsylvania
$15.7M +$80.5K +1,370 +0.5%
DWA
343
Divergent Wealth Advisors
Utah
$15.4M -$399K -6,793 -3%
CA
344
Centerpoint Advisors
Massachusetts
$15.3M +$331K +5,626 +2%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$15.3M +$353K +6,010 +2%
NPF
346
Norris Perne & French
Michigan
$15.2M +$263K +4,484 +2%
LPAM
347
Lodestar Private Asset Management
California
$15.2M +$82.1K +1,398 +0.5%
MOACM
348
Mutual of America Capital Management
New York
$15.2M +$2.79M +47,461 +22%
FMN
349
Financial Management Network
California
$15.1M +$19.8K +337 +0.1%
FNT
350
First Nebraska Trust
Nebraska
$15.1M +$21.4K +365 +0.1%

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.