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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
SIC
1051
Salem Investment Counselors
North Carolina
$1.78M +$225K +3,837 +14%
HCA
1052
Harbour Capital Advisors
Virginia
$1.78M
CCT
1053
Capital City Trust
Florida
$1.77M
TFG
1054
Taylor Financial Group
Virginia
$1.76M +$99.6K +1,696 +6%
MW
1055
Marcum Wealth
Ohio
$1.76M +$29.2K +497 +2%
PCMC
1056
Private Capital Management (Colorado)
Colorado
$1.76M -$35K -596 -2%
IAIM
1057
International Assets Investment Management
Florida
$1.76M -$49.8K -848 -3%
CFSG
1058
Community Financial Services Group
Vermont
$1.76M +$18.3K +311 +1%
FFA
1059
First Foundation Advisors
California
$1.75M -$25K -425 -1%
AWP
1060
Ascent Wealth Partners
New York
$1.75M +$36.2K +616 +2%
RA
1061
RFG Advisory
Alabama
$1.74M +$128K +2,174 +8%
BB
1062
Berkshire Bank
Massachusetts
$1.73M +$18.8K +320 +1%
CFG
1063
Cooper Financial Group
California
$1.71M +$87K +1,481 +5%
FCB
1064
First County Bank
Connecticut
$1.71M -$674K -11,475 -28%
Fisher Asset Management
1065
Fisher Asset Management
Washington
$1.71M +$845K +14,375 +97%
PVAMC
1066
PPS&V Asset Management Consultants
Michigan
$1.7M +$263K +4,484 +18%
KWA
1067
Kingswood Wealth Advisors
California
$1.7M +$683K +11,622 +67%
AFC
1068
AFT Forsyth & Company
Florida
$1.69M +$2.12K +36 +0.1%
MBTD
1069
Mechanics Bank - Trust Department
California
$1.69M +$31.7K +540 +2%
RWMG
1070
Redwood Wealth Management Group
New Jersey
$1.68M +$28K +476 +2%
BA
1071
Brightwater Advisory
Florida
$1.68M +$1.19M +20,197 +235%
V
1072
VeraBank
Texas
$1.68M -$34.4K -585 -2%
Legal & General Group
1073
Legal & General Group
United Kingdom
$1.67M +$1.05M +17,850 +166%
SI
1074
Saxon Interests
Texas
$1.67M -$77.2K -1,314 -4%
FSWA
1075
Financial Synergies Wealth Advisors
Texas
$1.67M +$2.76K +47 +0.2%

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.