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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
OWA
1151
Octavia Wealth Advisors
Ohio
$1.41M -$72.4K -1,233 -5%
OFS
1152
Orrstown Financial Services
Pennsylvania
$1.4M +$270K +4,595 +24%
LL
1153
LWMG LLC
Minnesota
$1.39M -$32.7K -557 -2%
STA
1154
Summit Trail Advisors
New York
$1.38M +$1.03M +17,530 +286%
AA
1155
Axiom Advisory
California
$1.38M +$1.38M +23,547 New
LA
1156
Lane & Associates
New Jersey
$1.38M +$110K +1,872 +9%
EWA
1157
ERTS Wealth Advisors
Michigan
$1.38M -$83.4K -1,419 -6%
NS
1158
NBC Securities
Alabama
$1.38M +$49.4K +841 +4%
MWA
1159
Motive Wealth Advisors
Michigan
$1.37M -$9.87K -168 -0.7%
PVI
1160
Pine Valley Investments
New Jersey
$1.37M -$36.9K -628 -3%
WOSD
1161
WFA of San Diego
California
$1.37M +$1.38M +23,434 New
EGWAG
1162
Elwood & Goetz Wealth Advisory Group
Georgia
$1.37M -$46.8K -796 -3%
AC
1163
AWM Capital
Arizona
$1.37M
SS
1164
Sunbelt Securities
Texas
$1.37M +$42.4K +721 +3%
QCM
1165
QRG Capital Management
Illinois
$1.36M +$82.8K +1,410 +6%
GAG
1166
GM Advisory Group
New York
$1.36M +$561K +9,557 +70%
VAS
1167
Vestmark Advisory Solutions
Massachusetts
$1.36M +$404K +6,878 +42%
BTWM
1168
Brass Tax Wealth Management
Ohio
$1.35M +$653K +11,117 +93%
CF
1169
Corebridge Financial
Texas
$1.35M +$1.35M +23,000 New
VFG
1170
Victory Financial Group
Texas
$1.35M +$890K +15,151 +193%
CFS
1171
Coordinated Financial Services
Colorado
$1.34M -$199K -3,388 -13%
CCG
1172
Cypress Capital Group
Florida
$1.34M -$22.6K -385 -2%
National Bank of Canada
1173
National Bank of Canada
Quebec, Canada
$1.34M +$96.6K +1,644 +8%
BLC
1174
Brown, Lisle/Cummings
Rhode Island
$1.34M -$6.58K -112 -0.5%
MWA
1175
Midland Wealth Advisors
Illinois
$1.33M +$33.8K +575 +3%

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.