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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
XF
1101
XML Financial
Maryland
$1.58M -$14.7K -251 -0.9%
TFS
1102
Thoroughbred Financial Services
Tennessee
$1.58M +$193K +3,283 +14%
FWP
1103
FAS Wealth Partners
Kansas
$1.58M -$35.8K -610 -2%
WA
1104
WP Advisors
California
$1.58M +$4.46K +76 +0.3%
TMWM
1105
Taylor & Morgan Wealth Management
Michigan
$1.58M -$22.3K -379 -1%
ASFA
1106
All Season Financial Advisors
Colorado
$1.58M +$229K +3,893 +17%
GWA
1107
GGM Wealth Advisors
Maryland
$1.57M +$32.4K +551 +2%
ESB
1108
Essex Savings Bank
Connecticut
$1.56M +$1.25M +21,276 +392%
BHB
1109
Bank Hapoalim BM
Israel
$1.56M -$237K -4,031 -13%
AWA
1110
Aaron Wealth Advisors
Illinois
$1.56M -$19.7K -336 -1%
EB
1111
Eastern Bank
Massachusetts
$1.55M -$27.9K -475 -2%
CFG
1112
Cosner Financial Group
Colorado
$1.55M +$255K +4,333 +20%
NWMG
1113
National Wealth Management Group
Ohio
$1.55M +$428K +7,285 +38%
Millennium Management
1114
Millennium Management
New York
$1.55M +$989K +16,834 +175%
LSAG
1115
Lake Street Advisors Group
New Hampshire
$1.55M +$144K +2,443 +10%
KLCM
1116
KG&L Capital Management
Louisiana
$1.53M +$30.9K +526 +2%
FNC
1117
First National Corp
Massachusetts
$1.53M +$1.23M +20,886 +401%
CA
1118
CGN Advisors
Kansas
$1.52M +$1.09M +18,510 +246%
MAWCM
1119
Mine & Arao Wealth Creation & Management
California
$1.52M -$14.9K -253 -1%
HT
1120
Headlands Technologies
Illinois
$1.52M +$1M +17,063 +191%
VFPI
1121
Vantage Financial Partners (Illinois)
Illinois
$1.52M +$103K +1,754 +7%
CIS
1122
Connors Investor Services
Pennsylvania
$1.51M +$47.3K +805 +3%
FA
1123
Fiducient Advisors
Illinois
$1.51M -$73.2K -1,246 -5%
EPA
1124
Element Pointe Advisors
Florida
$1.5M -$301K -5,123 -17%
WE
1125
Wealth Effects
Massachusetts
$1.5M +$23.5K +400 +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.