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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
MRC
26
Millburn Ridgefield Corp
New York
$451M +$23.4M +397,533 +5%
RFC
27
Regions Financial Corp
Alabama
$430M -$5.26M -89,502 -1%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$418M -$16.1M -274,435 -4%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$413M -$3.7M -63,048 -0.9%
WANY
30
Wealthspire Advisors (New York)
New York
$403M +$7.5M +127,683 +2%
HighTower Advisors
31
HighTower Advisors
Illinois
$402M +$2.74M +46,614 +0.7%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$376M +$11.4M +194,476 +3%
AG
33
AlTi Global
New York
$374M +$19.3M +328,040 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$354M +$2.96M +50,419 +0.8%
AA
35
Alesco Advisors
New York
$309M -$188K -3,193 -0.1%
Creative Planning
36
Creative Planning
Kansas
$299M -$2.87M -48,783 -0.9%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$298M -$14.7M -250,629 -5%
NMIMC
38
Northwestern Mutual Investment Management Company
Wisconsin
$287M +$24.2M +411,561 +9%
US Bancorp
39
US Bancorp
Minnesota
$278M +$11.9M +202,187 +4%
CWM
40
Circle Wealth Management
New Jersey
$252M
BIM
41
Bridges Investment Management
Nebraska
$236M +$89M +1,515,476 +60%
HNB
42
Huntington National Bank
Ohio
$229M
MCM
43
MAI Capital Management
Ohio
$227M +$14.4M +245,249 +7%
Franklin Resources
44
Franklin Resources
California
$192M -$5.25M -89,386 -3%
Stifel Financial
45
Stifel Financial
Missouri
$190M +$2.29M +38,910 +1%
Cerity Partners
46
Cerity Partners
New York
$188M +$2.55M +43,344 +1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$184M -$2.32M -39,504 -1%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$178M -$2.58M -43,856 -1%
CFG
49
Citizens Financial Group
Rhode Island
$173M +$7.77M +132,211 +5%
Comerica Bank
50
Comerica Bank
Texas
$169M +$4.34M +73,875 +3%

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.