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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
IFG
351
Independent Financial Group
California
$15.1M +$374K +6,358 +3%
HTIM
352
Harbour Trust & Investment Management
Indiana
$15M +$1.25M +21,337 +9%
AIP
353
Ameritas Investment Partners
Nebraska
$15M +$106K +1,805 +0.7%
MSA
354
Marino Stram & Associates
Massachusetts
$14.9M +$113K +1,928 +0.8%
SFA
355
Sequoia Financial Advisors
Ohio
$14.9M +$3.41K +58 +0%
AWM
356
Avondale Wealth Management
Texas
$14.9M -$212K -3,614 -1%
FIM
357
Freedom Investment Management
Connecticut
$14.8M +$1.52M +25,853 +11%
SF
358
Symphony Financial
Texas
$14.8M +$2.41M +40,980 +19%
1SB
359
1ST Source Bank
Indiana
$14.8M -$136K -2,316 -0.9%
FFS
360
Founders Financial Securities
Maryland
$14.7M +$2.98M +50,700 +25%
CWAF
361
Core Wealth Advisors (Florida)
Florida
$14.6M +$184K +3,124 +1%
TWP
362
Tower Wealth Partners
Pennsylvania
$14.5M -$191K -3,257 -1%
JWBC
363
J.W. Burns & Co
New York
$14.5M +$1.22M +20,737 +9%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$14.4M -$2.08M -35,447 -13%
AMG
365
Asset Management Group
Connecticut
$14.3M -$3.82K -65 -0%
MA
366
Montag & Associates
Georgia
$14.3M -$269K -4,572 -2%
KLI
367
Kelman-Lazarov Inc
Tennessee
$14.3M +$290K +4,930 +2%
TCOV
368
Trust Company of Vermont
Vermont
$14.3M +$169K +2,882 +1%
TCBWMS
369
Texas Capital Bank Wealth Management Services
Texas
$14.3M +$1.4M +23,795 +11%
EFA
370
Evernest Financial Advisors
Indiana
$14.2M +$228K +3,883 +2%
FWM
371
FFT Wealth Management
Pennsylvania
$14.2M -$2.74M -46,709 -16%
IA
372
IFG Advisory
Georgia
$14.1M +$1.91M +32,453 +16%
MFC
373
Mechanics Financial Corp
Ohio
$14.1M -$225K -3,832 -2%
PIC
374
Platt Investment Counsel
Florida
$14M +$404K +6,881 +3%
GPA
375
Guidance Point Advisors
Massachusetts
$13.9M +$1.28M +21,711 +10%

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.