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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
GFWA
876
Grey Fox Wealth Advisors
Delaware
$2.93M +$3.11K +53 +0.1%
HWMT
877
Heritage Wealth Management (Texas)
Texas
$2.91M -$78.2K -1,331 -3%
BRM
878
Boston Research & Management
Massachusetts
$2.9M +$4.7K +80 +0.2%
BC
879
Bowman & Company
Wisconsin
$2.87M +$3.47K +59 +0.1%
IC
880
IEQ Capital
California
$2.87M -$98.8K -1,681 -3%
BONH
881
Bank of New Hampshire
New Hampshire
$2.84M +$16.6K +283 +0.6%
BMCM
882
Bryn Mawr Capital Management
Pennsylvania
$2.84M +$32.3K +549 +1%
GPI
883
General Partner Inc
Pennsylvania
$2.83M +$14.5K +246 +0.5%
TAM
884
Townsend Asset Management
North Carolina
$2.81M -$52.4K -892 -2%
ATWA
885
Arbor Trust Wealth Advisors
Michigan
$2.81M -$26.3K -447 -0.9%
E
886
ETFidea
New York
$2.8M -$1.94K -33 -0.1%
CI
887
Cambiar Investors
Colorado
$2.8M +$1.82M +30,905 +183%
CA
888
Claro Advisors
Massachusetts
$2.78M +$220K +3,742 +9%
3F
889
360 Financial
Minnesota
$2.78M -$17.1K -291 -0.6%
NEPWA
890
New England Private Wealth Advisors
Massachusetts
$2.77M -$4.76K -81 -0.2%
PG
891
Patten Group
Tennessee
$2.75M -$7.7K -131 -0.3%
AFG
892
Allegheny Financial Group
Pennsylvania
$2.75M +$988K +16,809 +56%
BMM
893
Buffington Mohr McNeal
Idaho
$2.74M +$999 +17 +0%
FCA
894
FLC Capital Advisors
California
$2.73M +$117 +2 +0%
S
895
Sachetta
Massachusetts
$2.73M +$2.34M +39,816 +888%
LGA
896
Lebenthal Global Advisors
New York
$2.73M -$69.9K -1,189 -2%
CA
897
Continuum Advisory
Idaho
$2.72M -$181K -3,076 -6%
OCM
898
Orion Capital Management
California
$2.72M -$336K -5,711 -11%
CGPCS
899
Capital Group Private Client Services
California
$2.71M +$508K +8,646 +23%
SWM
900
SigFig Wealth Management
California
$2.71M +$81K +1,378 +3%

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.