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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
WWA
901
WCG Wealth Advisors
Nevada
$2.71M -$492K -8,367 -15%
HSA
902
HBK Sorce Advisory
Pennsylvania
$2.69M -$171K -2,919 -6%
GHA
903
GW Henssler & Associates
Georgia
$2.69M -$100K -1,707 -4%
BFO
904
Biltmore Family Office
North Carolina
$2.69M -$120K -2,040 -4%
FG
905
Fairman Group
Pennsylvania
$2.67M +$256K +4,352 +11%
Koshinski Asset Management
906
Koshinski Asset Management
Illinois
$2.66M +$502K +8,547 +23%
DPI
907
Diversified Portfolios Inc
Michigan
$2.66M -$4.41K -75 -0.2%
BWM
908
Birchcreek Wealth Management
Ohio
$2.65M +$7.7K +131 +0.3%
AF
909
Apexium Financial
Texas
$2.65M -$587 -10 -0%
NCM
910
Next Capital Management
New York
$2.62M +$3.64K +62 +0.1%
SFG
911
SevenBridge Financial Group
Pennsylvania
$2.61M +$529 +9 +0%
PPWP
912
Premier Path Wealth Partners
New Jersey
$2.61M -$142K -2,414 -5%
CPC
913
Consolidated Planning Corp
Georgia
$2.6M +$189K +3,212 +8%
HSWS
914
Higgins & Schmidt Wealth Strategies
Colorado
$2.6M -$7.11K -121 -0.3%
GWS
915
Glassman Wealth Services
Virginia
$2.59M +$1.82K +31 +0.1%
PWG
916
Private Wealth Group
Florida
$2.59M
SGK
917
Steigerwald Gordon & Koch
Virginia
$2.57M +$77.5K +1,320 +3%
MCM
918
Maple Capital Management
Vermont
$2.54M +$447K +7,617 +21%
VIM
919
Vista Investment Management
Pennsylvania
$2.51M -$10.6K -181 -0.4%
EFL
920
ERn Financial LLC
Wisconsin
$2.51M -$19.4K -330 -0.8%
WCWM
921
Willow Creek Wealth Management
California
$2.49M +$37.8K +643 +2%
WAM
922
Weinberger Asset Management
California
$2.48M -$4.41K -75 -0.2%
NPFS
923
Novak & Powell Financial Services
Florida
$2.48M +$715K +12,178 +40%
BFW
924
Brady Family Wealth
Missouri
$2.47M -$11.9K -202 -0.5%
DFA
925
Delta Financial Advisors
Louisiana
$2.47M -$19.9K -339 -0.8%

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.