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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
RWMH
426
Riverpoint Wealth Management Holdings
Illinois
$11.1M -$167K -2,840 -1%
PW
427
Peninsula Wealth
California
$11.1M +$2.77M +47,070 +34%
MBT
428
Montecito Bank & Trust
California
$11.1M -$105K -1,782 -0.9%
EWA
429
Encompass Wealth Advisors
Oregon
$11M +$107K +1,825 +1%
NAM
430
NTV Asset Management
West Virginia
$11M -$65.9K -1,121 -0.6%
ACP
431
Arcus Capital Partners
Georgia
$11M -$362K -6,169 -3%
HAS
432
Holland Advisory Services
Florida
$11M +$290K +4,941 +3%
TCM
433
Traynor Capital Management
Pennsylvania
$11M -$109K -1,857 -1%
GA
434
GFS Advisors
Texas
$11M -$10.2M -173,228 -95%
MFA
435
Mayflower Financial Advisors
Massachusetts
$10.9M -$250K -4,253 -2%
GWAM
436
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.9M +$213K +3,633 +2%
RWP
437
RWA Wealth Partners
Massachusetts
$10.9M -$5.3M -90,283 -33%
RSA
438
River Street Advisors
Illinois
$10.9M +$251K +4,278 +2%
MWP
439
Madison Wealth Partners
Wisconsin
$10.7M -$881 -15 -0%
VCM
440
Vision Capital Management
Oregon
$10.7M -$460K -7,833 -4%
FBT
441
First Bank & Trust
South Dakota
$10.7M +$533K +9,072 +5%
RAM
442
Riggs Asset Management
Pennsylvania
$10.6M -$71K -1,209 -0.7%
MWM
443
MTC Wealth Management
Florida
$10.6M -$3.45M -58,651 -25%
CIA
444
Choate Investment Advisors
Massachusetts
$10.5M
GSWM
445
Greenup Street Wealth Management
Michigan
$10.5M +$5.06M +86,132 +92%
EWM
446
Evercore Wealth Management
New York
$10.5M -$412K -7,005 -4%
CB
447
Community Bank
New York
$10.5M -$40.4K -688 -0.4%
CB
448
Commerce Bank
Missouri
$10.4M +$99.3K +1,690 +1%
FCBT
449
First Citizens Bank & Trust
North Carolina
$10.3M -$701K -11,934 -6%
NAM
450
NorthCrest Asset Manangement
Minnesota
$10.3M -$536K -9,131 -5%

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.