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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
BBNA
451
Bremer Bank National Association
Minnesota
$10.3M +$989K +16,828 +11%
ISWM
452
Independent Solutions Wealth Management
New York
$10.3M +$77.1K +1,312 +0.8%
HCM
453
Highview Capital Management
Illinois
$10.3M +$780K +13,278 +8%
SFP
454
Sandbox Financial Partners
Maryland
$10.2M +$529K +9,010 +5%
FPFS
455
First Personal Financial Services
North Carolina
$10.2M -$53K -903 -0.5%
AI
456
Atria Investments
North Carolina
$10.2M -$422K -7,176 -4%
COPPSERS
457
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.1M -$1.04M -17,649 -9%
Brown Advisory
458
Brown Advisory
Maryland
$10M +$903K +15,362 +10%
USB
459
Union Savings Bank
Connecticut
$9.98M -$134K -2,280 -1%
PI
460
Pachira Investments
California
$9.89M -$115K -1,949 -1%
HCA
461
Heck Capital Advisors
Wisconsin
$9.81M +$527K +8,964 +6%
SIC
462
Sterling Investment Counsel
New York
$9.8M -$780K -13,282 -7%
NGA
463
Naples Global Advisors
Florida
$9.76M +$241K +4,107 +3%
WT
464
Washington Trust
Rhode Island
$9.76M +$2.22M +37,712 +29%
CAC
465
Certified Advisory Corp
Florida
$9.66M +$175K +2,984 +2%
PWA
466
Physician Wealth Advisors
Utah
$9.63M +$335K +5,697 +4%
RFO
467
RiverGlades Family Offices
Florida
$9.59M +$4.41K +75 +0%
MPCG
468
Matrix Private Capital Group
New York
$9.55M +$835K +14,211 +10%
LC
469
Lindbrook Capital
California
$9.55M -$545K -9,275 -5%
EIP
470
Ellis Investment Partners
Pennsylvania
$9.5M +$253K +4,314 +3%
OFG
471
Omega Financial Group
California
$9.44M +$316K +5,372 +3%
GC
472
Grimes & Company
Massachusetts
$9.39M -$39.9K -680 -0.4%
MM
473
Meridian Management
Arkansas
$9.36M +$1.12M +19,047 +14%
SF
474
Synovus Financial
Georgia
$9.3M +$1.49M +25,346 +19%
SLT
475
St Louis Trust
Missouri
$9.29M

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.