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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
HPC
851
HM Payson & Co
Maine
$3.22M +$82.2K +1,400 +3%
KV
852
Kickstand Ventures
New York
$3.19M -$86.8K -1,477 -3%
CAAM
853
Cornerstone Advisors Asset Management
Pennsylvania
$3.17M +$3.76K +64 +0.1%
MI
854
Moneywise Inc
Virginia
$3.16M +$1.52M +25,878 +92%
BFO
855
Boston Family Office
Massachusetts
$3.15M -$245K -4,172 -7%
HCC
856
Hirtle Callaghan & Co
Pennsylvania
$3.14M +$119K +2,025 +4%
HIA
857
Harbor Investment Advisory
Maryland
$3.14M +$764 +13 +0%
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$3.13M -$12.1K -206 -0.4%
JE
859
JMAC Enterprises
Pennsylvania
$3.11M +$3.13M +53,214 New
SFP
860
Sweet Financial Partners
Minnesota
$3.11M +$2.06K +35 +0.1%
FIM
861
Fernwood Investment Management
Massachusetts
$3.09M -$14.7K -250 -0.5%
TWG
862
The Wealth Group
Minnesota
$3.09M +$9.4K +160 +0.3%
HNB
863
Hilltop National Bank
Wyoming
$3.06M +$551K +9,387 +22%
KP
864
Keel Point
Alabama
$3.05M +$608K +10,349 +25%
VF
865
VitalStone Financial
Texas
$3.04M -$660K -11,242 -18%
FSG
866
Financial Strategies Group
Michigan
$3.03M -$109K -1,854 -3%
QWM
867
Quadcap Wealth Management
Texas
$3.03M +$529K +8,996 +21%
WCM
868
Washburn Capital Management
Florida
$3.03M -$17.6K -300 -0.6%
AWM
869
Accurate Wealth Management
Florida
$3.01M +$356K +6,068 +14%
CWM
870
C2C Wealth Management
Arizona
$2.99M -$33.8K -575 -1%
MFG
871
Merit Financial Group
Georgia
$2.98M +$120K +2,041 +4%
LWM
872
Lyell Wealth Management
California
$2.98M -$240K -4,090 -7%
UF
873
Univest Financial
Pennsylvania
$2.96M -$42.5K -724 -1%
AIM
874
Alhambra Investment Management
Florida
$2.95M +$1.44M +24,525 +95%
SB
875
Strategic Blueprint
Georgia
$2.94M +$457K +7,776 +18%

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.