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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
RMDI
51
R.M. Davis Inc
Maine
$167M +$6.74M +114,737 +4%
CAM
52
Cresset Asset Management
Illinois
$163M +$11.9M +202,519 +8%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$158M +$4.76M +81,080 +3%
MML Investors Services
54
MML Investors Services
Massachusetts
$155M +$2.14M +36,393 +1%
FFB
55
First Financial Bankshares
Texas
$155M +$2.24M +38,096 +1%
Members Trust
56
Members Trust
Florida
$150M -$40.1M -683,385 -21%
Jones Financial Companies
57
Jones Financial Companies
Missouri
$150M +$21.9M +372,574 +17%
HTC
58
Haverford Trust Company
Pennsylvania
$147M -$4.18M -71,191 -3%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$142M +$73.7M +1,254,338 +108%
UB
60
UMB Bank
Missouri
$141M +$5.27M +89,702 +4%
SSB
61
Sandy Spring Bank
Maryland
$140M +$1.03M +17,479 +0.7%
GT
62
Greenleaf Trust
Michigan
$139M +$456K +7,769 +0.3%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$139M +$1.47M +25,073 +1%
AI
64
Accredited Investors
Minnesota
$135M -$5.77M -98,292 -4%
Osaic Holdings
65
Osaic Holdings
Arizona
$127M -$24.7M -420,137 -16%
SHGA
66
Sand Hill Global Advisors
California
$127M +$926K +15,759 +0.7%
Corient Private Wealth
67
Corient Private Wealth
Florida
$124M +$4.53M +77,043 +4%
APCM
68
Alaska Permanent Capital Management
Alaska
$122M -$7.08M -120,448 -5%
SOMRS
69
State of Michigan Retirement System
Michigan
$119M +$4.79M +81,500 +4%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$119M +$320K +5,452 +0.3%
SIC
71
Sigma Investment Counselors
Michigan
$118M +$2.76M +46,980 +2%
MERSOM
72
Municipal Employees' Retirement System of Michigan
Michigan
$117M -$55.3M -941,196 -32%
CWM
73
Connecticut Wealth Management
Connecticut
$109M +$3.04M +51,755 +3%
BBA
74
BLB&B Advisors
Pennsylvania
$108M +$7.97M +135,714 +8%
AIA
75
Ally Invest Advisors
North Carolina
$106M +$2.03M +34,594 +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.