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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
APP
1176
Avantax Planning Partners
Iowa
$1.33M -$45K -766 -3%
CWS
1177
Confluence Wealth Services
Pennsylvania
$1.32M -$12.9K -220 -1%
TPWA
1178
Twin Peaks Wealth Advisors
California
$1.32M +$182K +3,100 +16%
SWM
1179
Shakespeare Wealth Management
Wisconsin
$1.32M -$3.76K -64 -0.3%
WA
1180
Wealthstream Advisors
New York
$1.31M -$87K -1,481 -6%
PFG
1181
Pinnacle Financial Group
Illinois
$1.31M +$59 +1 +0%
GWP
1182
Gateway Wealth Partners
Wisconsin
$1.31M -$24.6K -418 -2%
PFA
1183
Pinnacle Family Advisors
Missouri
$1.3M +$1.31M +22,265 New
TIM
1184
Tortoise Investment Management
New York
$1.3M -$8.81K -150 -0.7%
ZF
1185
Zhang Financial
Michigan
$1.3M +$117 +2 +0%
STA
1186
Smith Thornton Advisors
Alabama
$1.3M +$1.3M +22,208 New
SCM
1187
Sage Capital Management
New Jersey
$1.29M +$3.52K +60 +0.3%
IPW
1188
Invictus Private Wealth
Colorado
$1.29M -$14.8K -252 -1%
SL
1189
SFM LLC
New Hampshire
$1.29M -$42K -715 -3%
CFA
1190
CWS Financial Advisors
Michigan
$1.28M +$70.6K +1,201 +6%
DIA
1191
Dana Investment Advisors
Wisconsin
$1.28M
ACA
1192
Aptus Capital Advisors
Alabama
$1.27M -$59 -1 -0%
WWP
1193
Walden Wealth Partners
Ohio
$1.26M +$18.5K +315 +1%
ACG
1194
Allen Capital Group
Nebraska
$1.26M +$162K +2,757 +15%
TI
1195
Trexquant Investment
Connecticut
$1.26M +$281K +4,788 +29%
KCPG
1196
Kavar Capital Partners Group
Kansas
$1.26M -$23.6K -402 -2%
H
1197
HoyleCohen
California
$1.26M +$1.53K +26 +0.1%
CCM
1198
Colorado Capital Management
Colorado
$1.25M -$128K -2,177 -9%
OAS
1199
Optivise Advisory Services
Tennessee
$1.25M +$1.26M +21,387 New
ST
1200
Spinnaker Trust
Maine
$1.25M -$2.33M -39,634 -65%

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.