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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
MWA
926
Merkkuri Wealth Advisors
New York
$2.46M +$2.47M +42,112 New
IF
927
Intrua Financial
Texas
$2.46M -$213K -3,621 -8%
WCFA
928
Walkner Condon Financial Advisors
Wisconsin
$2.45M -$198K -3,376 -8%
PPC
929
Park Place Capital
Alabama
$2.43M -$618K -10,515 -20%
EFG
930
Embree Financial Group
Illinois
$2.43M -$538K -9,152 -18%
Tudor Investment Corp
931
Tudor Investment Corp
Connecticut
$2.42M +$2.13M +36,336 +727%
PCA
932
Providence Capital Advisors
North Carolina
$2.41M +$33.6K +572 +1%
GC
933
Gilbert & Cook
Iowa
$2.41M -$166K -2,818 -6%
NF
934
Nikulski Financial
Iowa
$2.41M +$50.6K +861 +2%
CPC
935
Congress Park Capital
New York
$2.4M -$7.46K -127 -0.3%
WS
936
Wedbush Securities
California
$2.4M +$10.8K +183 +0.4%
W
937
WorthPointe
California
$2.4M +$2.19M +37,243 +1,004%
SAMC
938
Spectrum Asset Management (California)
California
$2.39M +$28.4K +484 +1%
PCMF
939
Private Capital Management (Florida)
Florida
$2.37M -$4.52K -77 -0.2%
D.E. Shaw & Co
940
D.E. Shaw & Co
New York
$2.36M +$2.37M +40,305 New
SYBT
941
Stock Yards Bank & Trust
Kentucky
$2.35M -$30K -510 -1%
B
942
Bensler
Washington
$2.35M +$75K +1,277 +3%
CIC
943
Carnegie Investment Counsel
Ohio
$2.35M -$299K -5,093 -11%
CFFP
944
Center for Financial Planning
Michigan
$2.35M +$7.58K +129 +0.3%
AT
945
Arvest Trust
Oklahoma
$2.35M -$184K -3,125 -7%
KIA
946
KCM Investment Advisors
California
$2.35M -$83.3K -1,418 -3%
IAS
947
Investment Advisory Services
Texas
$2.34M +$108K +1,834 +5%
FFO
948
Fortitude Family Office
Arizona
$2.33M +$32.5K +553 +1%
BFM
949
Broadview Financial Management
Wisconsin
$2.32M -$71.6K -1,219 -3%
GAM
950
GEM Asset Management
Michigan
$2.32M -$3.23K -55 -0.1%

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.