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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
WCWM
1226
Wooster Corthell Wealth Management
Connecticut
$1.2M -$27.3K -464 -2%
SMWM
1227
Silvia McColl Wealth Management
California
$1.2M -$19.6K -333 -2%
AAMC
1228
Asset Allocation & Management Company
Illinois
$1.2M -$300K -5,100 -20%
DI
1229
Disciplined Investments
Oklahoma
$1.19M -$28.8K -490 -2%
CNWM
1230
Clay Northam Wealth Management
California
$1.19M +$717K +12,200 +150%
RSWM
1231
Robertson Stephens Wealth Management
California
$1.19M +$30.8K +525 +3%
CWA
1232
Continuum Wealth Advisors
New York
$1.19M -$28.8K -490 -2%
CWM
1233
Calamos Wealth Management
Illinois
$1.19M -$58.7K -999 -5%
LMIM
1234
Lockheed Martin Investment Management
Maryland
$1.19M
AssetMark Inc
1235
AssetMark Inc
California
$1.18M +$1M +17,078 +557%
TFA
1236
Tranquilli Financial Advisor
New Jersey
$1.18M +$416K +7,079 +54%
TWM
1237
Thrive Wealth Management
Pennsylvania
$1.17M +$59 +1 +0%
LSA
1238
Lansing Street Advisors
Pennsylvania
$1.17M -$8.46K -144 -0.7%
MJRIC
1239
Mogy Joel R Investment Counsel
California
$1.16M -$7.34K -125 -0.6%
RA
1240
Ruggaard & Associates
Ohio
$1.16M
LA
1241
Legacy Advisors
Pennsylvania
$1.16M
CWC
1242
Carolinas Wealth Consulting
North Carolina
$1.15M +$85.8K +1,460 +8%
PWM
1243
PBMares Wealth Management
Virginia
$1.15M +$176 +3 +0%
TFGT
1244
TS Financial Group (TSFG)
Illinois
$1.14M +$114K +1,943 +11%
CHA
1245
Carmichael Hill & Associates
Maryland
$1.14M -$45.2K -770 -4%
WA
1246
WBH Advisory
Maryland
$1.13M -$34.7K -591 -3%
SC
1247
SouthState Corp
Florida
$1.13M +$92.5K +1,574 +9%
BFA
1248
Buttonwood Financial Advisors
Maryland
$1.13M -$4.82K -82 -0.4%
QCM
1249
Quantinno Capital Management
New York
$1.13M +$347K +5,901 +44%
ATS
1250
Ashton Thomas Securities
New York
$1.12M +$1.14M +19,470 New

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.