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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
HI
76
Horizon Investments
North Carolina
$105M +$41.2M +701,510 +64%
FT
77
Fiduciary Trust
Massachusetts
$105M -$3.16M -53,826 -3%
CWM
78
Cahaba Wealth Management
Georgia
$104M +$2.23M +37,899 +2%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$103M -$9.48M -161,333 -8%
WT
80
Whittier Trust
California
$98.3M +$3.49M +59,439 +4%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$95.5M +$47.5M +809,116 +98%
LW
82
Linscomb Wealth
Texas
$93.4M -$1.19M -20,233 -1%
Fidelity International
83
Fidelity International
Bermuda
$92.7M -$54.3M -924,606 -37%
BPWM
84
Badgley Phelps Wealth Managers
Washington
$92.5M +$471K +8,025 +0.5%
Bessemer Group
85
Bessemer Group
New Jersey
$92.5M +$3.58M +60,903 +4%
AIM
86
Acropolis Investment Management
Missouri
$92.3M +$3.28M +55,908 +4%
BF
87
BOK Financial
Oklahoma
$92.1M -$927K -15,774 -1%
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$89.6M +$750K +12,761 +0.8%
FMII
89
Farmers & Merchants Investments Inc
Nebraska
$88.1M +$1.36M +23,192 +2%
SPIA
90
Steward Partners Investment Advisory
New York
$86.4M +$2.96M +50,351 +4%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$86M +$41.8M +712,232 +94%
State Street
92
State Street
Massachusetts
$85.4M -$777K -13,219 -0.9%
LWMT
93
Legacy Wealth Management (Tennessee)
Tennessee
$84.2M -$2.34M -39,850 -3%
LFS
94
Lutz Financial Services
Nebraska
$84M +$503K +8,565 +0.6%
KAS
95
Kestra Advisory Services
Texas
$83.9M +$12.1M +206,381 +16%
M&T Bank
96
M&T Bank
New York
$82.9M -$946K -16,103 -1%
FIB
97
First Interstate Bank
Montana
$82.6M +$108K +1,833 +0.1%
VFA
98
Valeo Financial Advisors
Indiana
$80.6M +$77.1M +1,312,132 +2,029%
BFPW
99
BOK Financial Private Wealth
Colorado
$78.6M +$1.45M +24,688 +2%
KA
100
Klingman & Associates
New York
$76.6M +$2.05M +34,853 +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.