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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
Squarepoint
776
Squarepoint
New York
$3.93M +$3.95M +67,171 New
CBT
777
Central Bank & Trust
Kentucky
$3.92M +$170K +2,888 +5%
BWG
778
Balanced Wealth Group
Ohio
$3.91M -$1.55M -26,420 -28%
SIG
779
Sky Investment Group
Connecticut
$3.91M
VFP
780
Verus Financial Partners
Virginia
$3.9M -$136K -2,317 -3%
MWP
781
Moller Wealth Partners
$3.9M
PR
782
Payden & Rygel
California
$3.9M -$5.42M -92,276 -58%
PRIG
783
Payden & Rygel Investment Group
California
$3.9M -$5.42M -92,276 -58%
SWA
784
SOA Wealth Advisors
New York
$3.88M -$626K -10,661 -14%
GLA
785
Good Life Advisors
Pennsylvania
$3.86M -$205K -3,485 -5%
HWA
786
Heritage Wealth Advisors
Virginia
$3.84M +$2.22M +37,748 +2,649%
CC
787
Callan Capital
California
$3.81M +$3.83M +65,165 New
WJA
788
Willis Johnson & Associates
Texas
$3.81M +$242K +4,117 +7%
FHA
789
Flagship Harbor Advisors
Massachusetts
$3.8M +$1M +17,051 +36%
BB
790
Busey Bank
Illinois
$3.79M +$43.1K +733 +1%
CAM
791
Creekmur Asset Management
Illinois
$3.78M +$295K +5,022 +8%
FPAS
792
Focus Partners Advisor Solutions
Missouri
$3.78M -$605K -10,302 -14%
PGWM
793
Parisi Gray Wealth Management
New Jersey
$3.78M +$32.1K +546 +0.9%
KIG
794
Kowal Investment Group
Wisconsin
$3.76M +$80.5K +1,371 +2%
HIA
795
HTG Investment Advisors
Connecticut
$3.76M +$162K +2,762 +4%
AFS
796
Annapolis Financial Services
Maryland
$3.74M -$103K -1,760 -3%
JIC
797
Joel Isaacson & Co
New York
$3.74M +$56.2K +956 +2%
NDSI
798
Newman Dignan & Sheerar Inc
Rhode Island
$3.74M -$17.8K -303 -0.5%
CF
799
Convergence Financial
Missouri
$3.73M +$1.05M +17,887 +39%
BCG
800
Breakwater Capital Group
New Jersey
$3.71M +$38.2K +650 +1%

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.