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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
AFS
376
Aft Forsyth & Sober
Florida
$13.6M +$8.81K +150 +0.1%
ACM
377
Advisors Capital Management
New Jersey
$13.6M +$6.19M +105,387 +83%
AFA
378
American Financial Advisors
Georgia
$13.6M -$544K -9,261 -4%
AA
379
Argent Advisors
Louisiana
$13.5M -$153K -2,602 -1%
WAG
380
Winthrop Advisory Group
Massachusetts
$13.4M +$58.2K +991 +0.4%
ANTB
381
AMG National Trust Bank
Colorado
$13.4M +$2.36M +40,165 +21%
HSWM
382
Hubbell Strickland Wealth Management
Louisiana
$13.4M +$5.52K +94 +0%
BFS
383
Burkett Financial Services
South Carolina
$13.3M +$23.1K +394 +0.2%
BFP
384
Beacon Financial Planning
Massachusetts
$13.3M -$332K -5,657 -2%
PAS
385
Park Avenue Securities
New York
$13.3M +$1.53M +26,017 +13%
EFM
386
Eley Financial Management
Vermont
$13.2M +$17.9K +304 +0.1%
CI
387
CX Institutional
Indiana
$13.1M +$4.67M +79,548 +55%
GIA
388
Gladstone Institutional Advisory
Florida
$13.1M +$475K +8,077 +4%
WCM
389
Windsor Capital Management
Arizona
$13M +$118K +2,011 +0.9%
CWA
390
Clarity Wealth Advisors
California
$13M -$29K -494 -0.2%
TAM
391
Titleist Asset Management
Texas
$13M +$1.58M +26,872 +14%
CFIA
392
Cantor Fitzgerald Investment Advisors
New York
$13M -$181K -3,088 -1%
PCFFS
393
Pacific Center for Financial Services
California
$13M +$645K +10,975 +5%
BCI
394
Brinker Capital Investments
Pennsylvania
$13M -$142K -2,416 -1%
OPS
395
Orion Portfolio Solutions
Nebraska
$13M -$142K -2,416 -1%
AA
396
Ancora Advisors
Ohio
$13M -$4.11K -70 -0%
FWTB
397
First Western Trust Bank
Colorado
$12.9M -$2.16M -36,686 -14%
NCM
398
Neumann Capital Management
California
$12.9M +$61K +1,039 +0.5%
PWP
399
Precedent Wealth Partners
Texas
$12.9M -$18.3K -311 -0.1%
CNC
400
Citizens & Northern Corp
Pennsylvania
$12.7M +$924K +15,727 +8%

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.