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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
IFO
1126
Independent Family Office
New York
$1.5M +$616K +10,490 +69%
MAS
1127
Madden Advisory Services
Florida
$1.49M +$32.9K +560 +2%
DSC
1128
Duncker Streett & Co
Missouri
$1.49M -$15.5K -263 -1%
CAS
1129
Coppell Advisory Solutions
Texas
$1.48M +$1.48M +25,205 New
GSIAS
1130
Garden State Investment Advisory Services
New Jersey
$1.47M -$51.6K -878 -3%
AAM
1131
Ameraudi Asset Management
New York
$1.47M +$1.17M +20,000 +386%
AG
1132
Ascent Group
Virginia
$1.46M -$106K -1,805 -7%
KW
1133
KWB Wealth
California
$1.46M -$43.7K -744 -3%
RMCM
1134
Reynders McVeigh Capital Management
Massachusetts
$1.45M -$35.2K -600 -2%
GI
1135
GS Investments
Minnesota
$1.45M -$22.9K -390 -2%
OFG
1136
Oxford Financial Group
Indiana
$1.45M +$41.7K +710 +3%
CCA
1137
Cora Capital Advisors
New Jersey
$1.45M -$28.2K -480 -2%
AFP
1138
Ausdal Financial Partners
Iowa
$1.44M +$840K +14,302 +139%
OHWP
1139
Oak Harbor Wealth Partners
North Carolina
$1.44M -$57.8K -984 -4%
GI
1140
GAMMA Investing
California
$1.43M +$346K +5,893 +32%
AWA
1141
ARQ Wealth Advisors
Arizona
$1.43M +$256K +4,358 +22%
FIA
1142
Foundations Investment Advisors
Arizona
$1.42M -$3.52M -59,842 -71%
MIM
1143
Marco Investment Management
Georgia
$1.42M -$529 -9 -0%
AC
1144
Abbrea Capital
California
$1.42M
VF
1145
Vawter Financial
Ohio
$1.42M +$146K +2,478 +11%
JWBC
1146
John W. Brooker & Co
California
$1.42M +$159K +2,710 +13%
OC
1147
Oarsman Capital
Wisconsin
$1.42M +$8.7K +148 +0.6%
WPW
1148
Watershed Private Wealth
Illinois
$1.41M -$91.6K -1,560 -6%
BF
1149
Blankinship & Foster
California
$1.41M -$64.9K -1,104 -4%
TCOT
1150
Trust Company of Toledo
Ohio
$1.41M +$14.7K +250 +1%

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.