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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
FTS
651
Fifth Third Securities
Ohio
$5.51M +$61K +1,038 +1%
GTAM
652
Global Trust Asset Management
Florida
$5.5M -$117K -1,999 -2%
American Century Companies
653
American Century Companies
Missouri
$5.47M +$840K +14,300 +18%
DJYG
654
David J. Yvars Group
Florida
$5.45M -$96.2K -1,637 -2%
WI
655
WrapManager Inc
California
$5.43M -$220K -3,752 -4%
PS
656
Principal Securities
Iowa
$5.43M +$92.9K +1,581 +2%
CWM
657
Cranbrook Wealth Management
Michigan
$5.41M -$27.1K -461 -0.5%
BCG
658
BayBridge Capital Group
California
$5.38M +$128K +2,187 +2%
ONB
659
Old National Bancorp
Indiana
$5.36M -$86.8K -1,477 -2%
BFA
660
Bright Financial Advisors
Michigan
$5.34M -$3.46M -58,875 -39%
BC
661
Bricktown Capital
Michigan
$5.34M
CB
662
Centennial Bank
Arkansas
$5.33M +$42.6K +725 +0.8%
DWM
663
Dakota Wealth Management
Florida
$5.33M -$228K -3,881 -4%
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$5.32M +$1.47M +25,043 +38%
KAS
665
KPP Advisory Services
Kentucky
$5.31M +$506K +8,610 +10%
SSA
666
Schonfeld Strategic Advisors
New York
$5.31M +$2.46M +41,836 +86%
SR
667
Syntax Research
Florida
$5.3M -$42.7K -727 -0.8%
FC
668
FCA Corp
Texas
$5.29M -$117 -2 -0%
PFG
669
Pacific Financial Group
Washington
$5.29M -$172K -2,929 -3%
TFCP
670
Twin Focus Capital Partners
Massachusetts
$5.28M +$68.1K +1,160 +1%
VWM
671
VCI Wealth Management
Missouri
$5.27M +$1.57M +26,685 +42%
CSPIA
672
Cary Street Partners Investment Advisory
Virginia
$5.23M +$310K +5,271 +6%
CIR
673
Clear Investment Research
Georgia
$5.23M +$250K +4,247 +5%
MPPLM
674
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.18M +$91.2K +1,553 +2%
FMC
675
First Merchants Corp
Indiana
$5.16M +$35.1K +597 +0.7%

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.