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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
JFG
626
Jefferies Financial Group
New York
$6.02M -$522K -8,885 -8%
AFP
627
Alpha Financial Partners
Kentucky
$6.01M +$223K +3,797 +4%
ACA
628
Affinity Capital Advisors
California
$6.01M +$178K +3,035 +3%
SW
629
SlateStone Wealth
Florida
$5.99M +$123K +2,090 +2%
PCM
630
Pennsylvania Capital Management
Pennsylvania
$5.94M +$102K +1,738 +2%
CT
631
Caldwell Trust
Florida
$5.94M +$412K +7,010 +7%
DWA
632
Delta Wealth Advisors
Indiana
$5.92M +$131K +2,222 +2%
FFWA
633
FRG Family Wealth Advisors
Washington
$5.9M -$135K -2,305 -2%
SCA
634
Snowden Capital Advisors
New York
$5.84M -$118K -2,005 -2%
SCM
635
SOL Capital Management
Maryland
$5.8M +$236K +4,020 +4%
BIA
636
Bigelow Investment Advisors
Maine
$5.78M +$260K +4,422 +5%
MBI
637
May Barnhard Investments
Maryland
$5.78M -$967K -16,458 -14%
CWA
638
Clarus Wealth Advisors
Arizona
$5.7M +$318K +5,414 +6%
P
639
Pitcairn
Pennsylvania
$5.7M -$1.36M -23,070 -19%
CFD
640
Creative Financial Designs
Indiana
$5.7M +$473K +8,045 +9%
KPWG
641
KFA Private Wealth Group
Virginia
$5.66M -$3.26M -55,529 -36%
LIA
642
Lynx Investment Advisory
District of Columbia
$5.66M +$5.68M +96,700 New
RCM
643
Richardson Capital Management
Wisconsin
$5.64M -$217K -3,687 -4%
SFS
644
Sowell Financial Services
Arkansas
$5.6M +$378K +6,438 +7%
RG
645
Rathbones Group
United Kingdom
$5.6M +$154K +2,625 +3%
D
646
Dentgroup
Louisiana
$5.57M +$5.59M +95,121 New
PFA
647
Pure Financial Advisors
California
$5.55M -$71.1K -1,210 -1%
PCM
648
Parsons Capital Management
Rhode Island
$5.53M -$42.1K -717 -0.8%
AIMC
649
Alley Investment Management Company
Illinois
$5.53M +$44.6K +760 +0.8%
BA
650
Bellwether Advisors
Nebraska
$5.52M +$101K +1,714 +2%

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.