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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
FCA
1001
FinTrust Capital Advisors
South Carolina
$2.01M -$90.9K -1,547 -4%
CFO
1002
Colony Family Offices
North Carolina
$1.99M -$54.6K -930 -3%
PTC
1003
Philadelphia Trust Company
Pennsylvania
$1.98M
RWIA
1004
Roger Wittlin Investment Advisory
California
$1.97M -$370K -6,305 -16%
MTIC
1005
Missouri Trust & Investment Company
Missouri
$1.96M +$7.64K +130 +0.4%
IAG
1006
Investment Advisory Group
Massachusetts
$1.95M +$582K +9,911 +42%
BAAM
1007
Baker Avenue Asset Management
California
$1.95M +$136K +2,320 +7%
MIM
1008
Macroview Investment Management
Maryland
$1.95M +$11.9K +202 +0.6%
TIA
1009
Tiemann Investment Advisors
California
$1.95M -$81.8K -1,392 -4%
PFG
1010
Prosperity Financial Group
California
$1.94M -$837K -14,240 -30%
AWA
1011
Amplius Wealth Advisors
Pennsylvania
$1.94M -$45.9K -781 -2%
CG
1012
Caprock Group
Idaho
$1.94M +$770K +13,110 +66%
NP
1013
NorthRock Partners
Minnesota
$1.94M -$1.28M -21,721 -40%
OFS
1014
Oldfather Financial Services
Nebraska
$1.93M +$1.88K +32 +0.1%
FAM
1015
Forte Asset Management
New York
$1.93M +$41.7K +709 +2%
SIA
1016
SeaBridge Investment Advisors
New Jersey
$1.93M +$655K +11,150 +51%
LC
1017
LCNB Corp
Ohio
$1.93M -$88.1K -1,500 -4%
RWM
1018
Rockwood Wealth Management
Pennsylvania
$1.93M +$293K +4,992 +18%
RCG
1019
Regatta Capital Group
California
$1.93M +$10.8K +184 +0.6%
CIAS
1020
CBIZ Investment Advisory Services
Ohio
$1.93M +$87.1K +1,482 +5%
CG
1021
Corundum Group
Colorado
$1.92M
OC
1022
Oakworth Capital
Alabama
$1.92M +$49.5K +842 +3%
PGWM
1023
Pitti Group Wealth Management
New York
$1.91M -$1.6M -27,242 -80%
MC
1024
Moors & Cabot
Massachusetts
$1.91M +$229K +3,901 +14%
LWL
1025
Leo Wealth LLC
Texas
$1.9M -$88.4K -1,504 -4%

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.