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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
G
951
Gainplan
Michigan
$2.31M +$134K +2,282 +6%
Jane Street
952
Jane Street
New York
$2.31M -$1.71M -29,122 -42%
VCA
953
Verdence Capital Advisors
Maryland
$2.3M +$155K +2,634 +7%
DAS
954
Diversify Advisory Services
Utah
$2.3M +$227K +3,871 +11%
CAL
955
Capital Advisors Ltd
Ohio
$2.29M -$10.9K -185 -0.5%
NFP
956
NorthLanding Financial Partners
New York
$2.29M +$15K +256 +0.7%
MWM
957
MY Wealth Management
Maryland
$2.28M +$74K +1,260 +3%
CTFG
958
Capstone Triton Financial Group
Oklahoma
$2.28M -$4.05K -69 -0.2%
CPRC
959
Consolidated Portfolio Review Corp
New York
$2.26M -$822K -14,000 -27%
AWMNH
960
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.26M +$2.27M +38,578 New
Betterment LLC
961
Betterment LLC
New York
$2.25M +$247K +4,201 +12%
1IA
962
1834 Investment Advisors
Wisconsin
$2.25M -$13.7K -234 -0.6%
CL
963
COWA LLC
Oklahoma
$2.25M +$73.4K +1,250 +3%
CPP
964
Capasso Planning Partners
South Carolina
$2.25M +$384K +6,541 +21%
ASW
965
Astoria Strategic Wealth
Texas
$2.23M -$6.52K -111 -0.3%
LFP
966
Lakeshore Financial Planning
Michigan
$2.23M +$12.9K +219 +0.6%
BA
967
Ballew Advisors
Mississippi
$2.22M +$57K +970 +3%
GC
968
Guggenheim Capital
Illinois
$2.2M -$40.4K -687 -2%
PWA
969
Pillar Wealth Advisors
Pennsylvania
$2.2M -$963K -16,399 -30%
RT
970
Rockland Trust
Massachusetts
$2.19M -$34.8K -592 -2%
EC
971
Estate Counselors
Wisconsin
$2.17M -$6.4K -109 -0.3%
CSIC
972
Clifford Swan Investment Counsel
California
$2.17M
IAA
973
Independent Advisor Alliance
North Carolina
$2.16M +$752K +12,798 +53%
CW
974
CIC Wealth
Maryland
$2.16M +$5.58K +95 +0.3%
BA
975
Bridge Advisory
California
$2.16M -$222K -3,786 -9%

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.