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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
TCG
676
Transcendent Capital Group
Oklahoma
$5.14M -$77.7K -1,322 -1%
MC
677
Middleton & Co
Massachusetts
$5.14M +$39.4K +670 +0.8%
GAA
678
Guardian Asset Advisors
Pennsylvania
$5.1M +$1.05M +17,904 +26%
SC
679
Stephenson & Company
California
$5.08M +$70K +1,191 +1%
CAG
680
Crestwood Advisors Group
Massachusetts
$5.06M +$27.3K +464 +0.5%
RFA
681
RTD Financial Advisors
Pennsylvania
$5.05M +$1.88M +31,973 +59%
CTC
682
Central Trust Company
Missouri
$5.05M -$1.18M -20,001 -19%
LIA
683
LBMC Investment Advisors
Tennessee
$5.05M -$1.2M -20,429 -19%
UWM
684
USAdvisors Wealth Management
Minnesota
$5.04M -$325K -5,530 -6%
LPT
685
Legacy Private Trust
Wisconsin
$5.03M -$37.1K -631 -0.7%
AWA
686
Arete Wealth Advisors
Illinois
$5.01M +$76.2K +1,297 +2%
R
687
Rebalance
California
$5M +$24.7K +421 +0.5%
FPW
688
Flagship Private Wealth
Massachusetts
$4.98M +$390K +6,636 +8%
GA
689
Goldstein Advisors
Wisconsin
$4.96M +$130K +2,218 +3%
SS
690
Sound Stewardship
Kansas
$4.93M +$47.7K +812 +1%
MWA
691
Muirfield Wealth Advisors
North Carolina
$4.93M -$79.3K -1,350 -2%
BWP
692
BSW Wealth Partners
Colorado
$4.93M -$5.08M -86,407 -51%
ST
693
Sabal Trust
Florida
$4.91M +$258K +4,390 +6%
AFO
694
Arrowroot Family Office
California
$4.9M +$359K +6,109 +8%
CW
695
CreativeOne Wealth
Kansas
$4.89M -$323K -5,503 -6%
CWM
696
Cornerstone Wealth Management
Missouri
$4.89M +$52.3K +890 +1%
OWM
697
Opes Wealth Management
California
$4.89M -$268K -4,570 -5%
GWM
698
GSB Wealth Management
Connecticut
$4.88M +$312K +5,319 +7%
LFG
699
Leverty Financial Group
Wisconsin
$4.87M +$9.99K +170 +0.2%
FNBOO
700
First National Bank of Omaha
Nebraska
$4.85M +$258K +4,395 +6%

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.