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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
FSC
101
Full Sail Capital
Oklahoma
$76M +$4.08M +69,497 +6%
VC
102
Vicus Capital
Pennsylvania
$74.1M +$189K +3,216 +0.3%
CAM
103
Chandler Asset Management
California
$73.8M -$344K -5,850 -0.5%
TIAA Trust, National Association
104
TIAA Trust, National Association
North Carolina
$72.6M -$9.39M -159,809 -11%
SFG
105
Sage Financial Group
Pennsylvania
$72.3M +$4.92M +83,761 +7%
LF
106
Lee Financial
Texas
$71.3M +$564K +9,603 +0.8%
LRIA
107
Leonard Rickey Investment Advisors
Washington
$69.9M +$1.09M +18,488 +2%
PA
108
Planning Alternatives
Michigan
$68.6M +$626K +10,650 +0.9%
AFG
109
Arkansas Financial Group
Arkansas
$67.4M -$2.02M -34,342 -3%
GIM
110
Goelzer Investment Management
Indiana
$66.5M +$69.9K +1,190 +0.1%
TFO
111
Tarbox Family Office
California
$66M -$422K -7,185 -0.6%
RWB
112
RMR Wealth Builders
New Jersey
$65M +$3M +51,131 +5%
DIP
113
DT Investment Partners
Pennsylvania
$64.9M +$17.3M +294,336 +36%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$64.9M -$21.6K -367 -0%
PFM
115
Phillips Financial Management
Indiana
$64.4M -$3.16M -53,725 -5%
VOYA Investment Management
116
VOYA Investment Management
Georgia
$64.3M +$24.4M +416,114 +61%
RWM
117
RKL Wealth Management
Pennsylvania
$63.7M +$2.71M +46,118 +4%
LI
118
LVZ Inc
Michigan
$62.8M -$1.79M -30,508 -3%
MGIA
119
Moneta Group Investment Advisors
Missouri
$62.5M -$95.5K -1,626 -0.2%
SWP
120
Stratos Wealth Partners
Ohio
$62M -$1.2M -20,419 -2%
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$61.7M +$4.77M +81,170 +8%
EH
122
Equitable Holdings
New York
$61.5M +$2.3M +39,083 +4%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$61.1M -$21.1K -360 -0%
CCFCSB
124
Cape Cod Five Cents Savings Bank
Massachusetts
$60.6M -$2.52M -42,854 -4%
P
125
&Partners
Tennessee
$59.4M +$32.9M +560,448 +125%

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.