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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
RFN
826
RDA Financial Network
Iowa
$3.44M -$294 -5 -0%
JIP
827
Jaffetilchin Investment Partners
Florida
$3.43M -$11.6K -197 -0.3%
MCM
828
MidAtlantic Capital Management
Virginia
$3.41M +$9.46K +161 +0.3%
BFS
829
Bradley Foster & Sargent
Connecticut
$3.41M +$85.8K +1,460 +3%
NP
830
Nilsine Partners
Colorado
$3.41M -$9.69K -165 -0.3%
KWM
831
Kaydan Wealth Management
Michigan
$3.41M +$240K +4,093 +8%
ACM
832
AUA Capital Management
Pennsylvania
$3.41M
Deutsche Bank
833
Deutsche Bank
Germany
$3.41M -$159K -2,707 -4%
BCMIO
834
Beacon Capital Management Inc (Ohio)
Ohio
$3.41M +$77.5K +1,319 +2%
GCA
835
Greenwood Capital Associates
South Carolina
$3.4M +$3.02M +51,463 +784%
NW
836
NewEdge Wealth
Pennsylvania
$3.39M -$53.3K -907 -2%
SI
837
Stephens Inc
Arkansas
$3.39M +$275K +4,685 +9%
Empower Advisory Group
838
Empower Advisory Group
Colorado
$3.37M +$130K +2,221 +4%
PAM
839
Palisade Asset Management
Minnesota
$3.35M +$24.7K +420 +0.7%
CNB
840
Camden National Bank
Maine
$3.35M +$461K +7,844 +16%
WFA
841
Wellspring Financial Advisors
Ohio
$3.3M -$162K -2,765 -0.2%
FWM
842
Forza Wealth Management
Florida
$3.29M -$32.9K -560 -1%
MSAM
843
Moloney Securities Asset Management
Missouri
$3.27M +$634K +10,795 +24%
MWAM
844
Manhattan West Asset Management
California
$3.26M -$623K -10,607 -16%
GWM
845
Geneos Wealth Management
Colorado
$3.26M +$44.2K +752 +1%
TC
846
TownSquare Capital
Utah
$3.24M +$578K +9,837 +22%
WA
847
Wealth Alliance
New York
$3.24M +$15.4K +262 +0.5%
SAG
848
SageView Advisory Group
California
$3.23M +$2.35M +39,921 +260%
UL
849
Unionview LLC
Washington
$3.23M +$26.1K +445 +0.8%
CA
850
Crumly & Associates
Illinois
$3.22M -$78.3K -1,332 -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.