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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
PB
601
Pinnacle Bancorp
Nebraska
$6.47M +$60.7K +1,034 +0.9%
WFAG
602
Wescott Financial Advisory Group
Pennsylvania
$6.44M +$35.2K +599 +0.5%
ANBT
603
American National Bank & Trust
Texas
$6.44M -$44.6K -760 -0.7%
PIAS
604
PCA Investment Advisory Services
Ohio
$6.43M -$409K -6,965 -6%
BHIA
605
Birch Hill Investment Advisors
Massachusetts
$6.38M +$286K +4,870 +5%
WQ
606
Wealth Quarterback
New Jersey
$6.36M -$397K -6,758 -6%
TSWM
607
Triangle Securities Wealth Management
North Carolina
$6.32M +$198K +3,365 +3%
LT
608
Legacy Trust
Michigan
$6.29M -$10.3K -175 -0.2%
BAM
609
Belpointe Asset Management
Nevada
$6.29M +$698K +11,888 +12%
SSWM
610
Sheets Smith Wealth Management
North Carolina
$6.28M -$58.7K -999 -0.9%
TFA
611
Trinity Financial Advisors
Ohio
$6.26M -$223K -3,799 -3%
ACM
612
Armbruster Capital Management
New York
$6.26M -$109K -1,860 -2%
DCM
613
Dupont Capital Management
Delaware
$6.23M -$814K -13,863 -12%
PIS
614
POM Investment Strategies
North Carolina
$6.21M +$6.24M +106,172 New
SSW
615
Smith Shellnut Wilson
Mississippi
$6.21M -$46K -783 -0.7%
ES
616
ETF Store
Kansas
$6.21M -$5.58M -94,942 -47%
GFS
617
GYL Financial Synergies
Connecticut
$6.17M -$70.9K -1,206 -1%
MA
618
Mutual Advisors
Nebraska
$6.17M +$499K +8,488 +9%
PFA
619
Pettinga Financial Advisors
Indiana
$6.15M +$113K +1,915 +2%
FC
620
Financial Council
Maryland
$6.13M +$320K +5,445 +5%
CSA
621
Cottage Street Advisors
Massachusetts
$6.12M -$114K -1,947 -2%
RCAG
622
Rehmann Capital Advisory Group
Michigan
$6.1M +$37.1K +631 +0.6%
RhumbLine Advisers
623
RhumbLine Advisers
Massachusetts
$6.08M -$3.63M -61,764 -37%
BRWA
624
B. Riley Wealth Advisors
Florida
$6.06M +$4.19M +71,243 +221%
BWM
625
Boyd Wealth Management
California
$6.04M -$1.34M -22,840 -18%

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.