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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
CC
1076
Cadinha & Co
Hawaii
$1.66M -$54.5K -928 -3%
CCM
1077
Condor Capital Management
New Jersey
$1.66M -$36.1K -614 -2%
FPGK
1078
Financial Partners Group (Kansas)
Kansas
$1.65M -$9.63K -164 -0.6%
GJIA
1079
Glass Jacobson Investment Advisors
Maryland
$1.65M -$125K -2,132 -7%
AAG
1080
Armstrong Advisory Group
Massachusetts
$1.65M +$1.48M +25,142 +819%
GS
1081
GTS Securities
New York
$1.65M -$2.27M -38,605 -58%
Qube Research & Technologies (QRT)
1082
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$298K +5,066 +22%
CBB
1083
Citizens Business Bank
California
$1.64M -$689K -11,735 -30%
ONST
1084
Old North State Trust
North Carolina
$1.64M +$1.47K +25 +0.1%
MMHP
1085
Murphy Middleton Hinkle & Parker
Georgia
$1.63M +$9.11K +155 +0.6%
BAM
1086
Berkshire Asset Management
Pennsylvania
$1.63M -$2.12K -36 -0.1%
NSAM
1087
North Star Asset Management
Wisconsin
$1.63M -$2.42M -41,132 -60%
DWP
1088
Daymark Wealth Partners
Ohio
$1.63M +$442K +7,516 +37%
TA
1089
TFB Advisors
Kansas
$1.62M +$12.2K +207 +0.8%
OWA
1090
One Wealth Advisors
California
$1.62M -$167K -2,842 -9%
ANB
1091
Amarillo National Bank
Texas
$1.62M +$37.2K +633 +2%
BFG
1092
Baron Financial Group
New Jersey
$1.62M -$34.4K -585 -2%
CD
1093
Chapin Davis
Maryland
$1.61M +$97.2K +1,655 +6%
LRWA
1094
Long Run Wealth Advisors
New York
$1.61M +$277K +4,720 +21%
SL
1095
Sentinus LLC
Illinois
$1.6M -$26.5K -451 -2%
TFF
1096
The Family Firm
Maryland
$1.6M -$73.1K -1,245 -4%
TW
1097
TritonPoint Wealth
Maryland
$1.6M -$926K -15,762 -37%
TW
1098
TrinityPoint Wealth
Connecticut
$1.59M +$35.4K +602 +2%
EK
1099
Evensky & Katz
Florida
$1.58M -$37.7K -641 -2%
PCA
1100
Pallas Capital Advisors
Massachusetts
$1.58M -$33.3K -566 -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.