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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
LIM
976
Letson Investment Management
Georgia
$2.15M
SFC
977
Strategic Financial Concepts
Texas
$2.14M +$239M +4,065,314 +3,840%
EW
978
Enzi Wealth
Texas
$2.14M -$26.4K -450 -1%
SAM
979
Silvercrest Asset Management
New York
$2.13M -$4.76K -81 -0.2%
OC
980
Opinicus Capital
Florida
$2.13M +$89.9K +1,530 +4%
HNWAG
981
High Net Worth Advisory Group
Florida
$2.12M -$11.2K -190 -0.5%
CMAI
982
Capital Management Associates Inc
Minnesota
$2.12M +$1.63M +27,723 +328%
PWM
983
Prosperity Wealth Management
California
$2.11M +$593K +10,092 +39%
OP
984
ORG Partners
Indiana
$2.1M +$2.13M +36,191 New
NA
985
Navellier & Associates
Nevada
$2.1M
TSW
986
Three Seasons Wealth
Utah
$2.09M
NAG
987
Northstar Advisory Group
New Jersey
$2.09M -$1.53M -26,040 -42%
GAM
988
Gotham Asset Management
New York
$2.08M +$1.26M +21,529 +154%
AIA
989
Arcadia Investment Advisors
Idaho
$2.07M -$7.75K -132 -0.4%
BFEC
990
Benjamin F. Edwards & Company
Missouri
$2.07M -$4.93K -84 -0.2%
KBFS
991
Kohmann Bosshard Financial Services
Ohio
$2.06M -$24.1K -411 -1%
WTB
992
Washington Trust Bank
Washington
$2.06M -$52K -885 -2%
SCA
993
St. Clair Advisors
Ohio
$2.06M +$1.35K +23 +0.1%
ACIM
994
Azimuth Capital Investment Management
Michigan
$2.06M -$14.7K -250 -0.7%
KTA
995
Keeley-Teton Advisors
Illinois
$2.04M +$220K +3,753 +12%
RWP
996
Revolve Wealth Partners
New Jersey
$2.04M -$56.9K -969 -3%
EWA
997
EverSource Wealth Advisors
Alabama
$2.02M +$149K +2,532 +8%
UBV
998
United Bank (Virginia)
Virginia
$2.02M -$8.34K -142 -0.4%
WDL
999
Well Done LLC
Michigan
$2.01M -$21K -357 -1%
SAS
1000
Stelac Advisory Services
New York
$2.01M +$30.7K +523 +2%

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.