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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
GF
501
Gimbal Financial
Indiana
$8.6M +$8.45M +143,814 New
BMD
502
Better Money Decisions
New Mexico
$8.56M +$401K +6,821 +5%
NHT
503
New Hampshire Trust
New Hampshire
$8.55M -$36K -613 -0.4%
AF
504
Advisornet Financial
Minnesota
$8.55M +$352K +5,990 +4%
Vanguard Group
505
Vanguard Group
Pennsylvania
$8.52M +$222K +3,773 +3%
GVAG
506
Great Valley Advisor Group
Delaware
$8.52M +$809K +13,778 +10%
HAC
507
Harbor Advisory Corp
New Hampshire
$8.46M +$29.1K +495 +0.3%
LHC
508
Little House Capital
Massachusetts
$8.44M +$8.4K +143 +0.1%
PG
509
Proffitt & Goodson
Tennessee
$8.44M +$320K +5,450 +4%
JWCA
510
J.W. Cole Advisors
Florida
$8.43M +$163K +2,779 +2%
WB
511
WesBanco Bank
West Virginia
$8.35M +$1.21M +20,520 +17%
SFB
512
STAR Financial Bank
Indiana
$8.33M -$1,000K -17,020 -11%
CGFA
513
Colton Groome Financial Advisors
North Carolina
$8.33M +$520K +8,853 +7%
CFA
514
Cahill Financial Advisors
Minnesota
$8.32M +$60K +1,021 +0.7%
CFG
515
Carr Financial Group
Massachusetts
$8.31M -$400K -6,816 -5%
BWA
516
BlueChip Wealth Advisors
Georgia
$8.3M -$39.4K -670 -0.5%
CFC
517
Coyle Financial Counsel
Illinois
$8.28M
FWIA
518
Fort Washington Investment Advisors
Ohio
$8.28M -$175K -2,975 -2%
SIM
519
Stratos Investment Management
Ohio
$8.22M -$6.59M -112,129 -44%
AWCI
520
Alpine Woods Capital Investors
New York
$8.15M +$8.18M +139,300 New
BWA
521
Bordeaux Wealth Advisors
California
$8.14M -$28K -477 -0.3%
WPW
522
Waldron Private Wealth
Pennsylvania
$8.12M -$282K -4,798 -3%
RPC
523
Rossmore Private Capital
Connecticut
$8.08M -$808K -13,746 -9%
HHWM
524
Hiley Hunt Wealth Management
Nebraska
$8.04M +$32K +545 +0.4%
CAM
525
Campion Asset Management
Virginia
$8.02M +$338K +5,749 +4%

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.