We are live on ! Find out more
IJH icon

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
TA
526
TruWealth Advisors
Louisiana
$8M -$15.9K -270 -0.2%
BBHC
527
Brown Brothers Harriman & Co
New York
$7.97M +$629K +10,701 +9%
BTWM
528
Baker Tilly Wealth Management
Wisconsin
$7.93M -$131K -2,226 -2%
BHBT
529
Burke & Herbert Bank & Trust
Virginia
$7.85M +$5.4M +91,972 +218%
UWPG
530
Ullmann Wealth Partners Group
Florida
$7.79M -$83.4K -1,419 -1%
GIA
531
GHP Investment Advisors
Colorado
$7.73M -$55K -936 -0.7%
EIA
532
Eldridge Investment Advisors
New Hampshire
$7.73M -$522K -8,886 -6%
TWP
533
Triad Wealth Partners
Kansas
$7.72M +$1.25M +21,198 +19%
HF
534
Halpern Financial
Virginia
$7.71M +$186K +3,173 +2%
EWM
535
EPG Wealth Management
Georgia
$7.71M -$7.52M -128,016 Closed
AAS
536
Asset Allocation Strategies
Michigan
$7.66M +$532K +9,056 +7%
MIM
537
MetLife Investment Management
New Jersey
$7.66M +$147K +2,510 +2%
MCM
538
Magnolia Capital Management
New York
$7.65M -$33.8K -575 -0.4%
MWM
539
Mascoma Wealth Management
New Hampshire
$7.61M +$3.29K +56 +0%
RIA
540
Richwood Investment Advisors
Ohio
$7.54M +$28.9K +492 +0.4%
AA
541
Advisory Alpha
Michigan
$7.54M -$9.03M -153,658 -54%
ECM
542
Exchange Capital Management
Michigan
$7.53M -$1.1M -18,719 -13%
KWM
543
Kingsview Wealth Management
Oregon
$7.52M -$972K -16,548 -11%
KOMWMG
544
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$7.49M +$738K +12,557 +11%
SWA
545
Stratos Wealth Advisors
Ohio
$7.45M -$75K -1,276 -1%
EWA
546
Exencial Wealth Advisors
Oklahoma
$7.44M -$320K -5,444 -4%
FNBOH
547
First National Bank of Hutchinson
Kansas
$7.41M -$149K -2,530 -2%
BSW
548
Buckingham Strategic Wealth
Missouri
$7.41M -$141K -2,392 -2%
GWMR
549
GC Wealth Management RIA
Massachusetts
$7.41M -$29.4K -500 -0.4%
IA
550
IFP Advisors
Florida
$7.39M +$1.1M +18,782 +17%

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.