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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
ICP
1301
Interchange Capital Partners
Pennsylvania
$964K +$88.4K +1,504 +10%
HBWM
1302
Hollow Brook Wealth Management
New York
$963K
ST
1303
Sageworth Trust
Pennsylvania
$962K +$702K +11,957 +267%
EAM
1304
Evanson Asset Management
California
$959K +$529 +9 +0.1%
PFGIA
1305
Patriot Financial Group Insurance Agency
Massachusetts
$951K +$179K +3,055 +23%
TIA
1306
Traphagen Investment Advisors
New Jersey
$951K +$59 +1 +0%
CPIA
1307
Cornell Pochily Investment Advisors
New York
$947K +$296K +5,039 +45%
WCG
1308
Weaver Consulting Group
California
$944K -$2.64K -45 -0.3%
IIM
1309
Ipswich Investment Management
Massachusetts
$937K -$25.6K -435 -3%
FFN
1310
Focus Financial Network
Minnesota
$934K +$24.8K +422 +3%
AQR Capital Management
1311
AQR Capital Management
Connecticut
$934K +$38.4K +653 +4%
TGAM
1312
TBH Global Asset Management
Tennessee
$928K -$522K -8,890 -36%
CCA
1313
Cobblestone Capital Advisors
New York
$924K +$51.4K +875 +6%
RWM
1314
Ritholtz Wealth Management
New York
$921K +$70K +1,191 +8%
DFA
1315
Davies Financial Advisors
California
$918K +$921K +15,682 New
SFG
1316
Sovereign Financial Group
Connecticut
$916K -$135K -2,305 -13%
SWA
1317
Strata Wealth Advisors
Texas
$914K -$18K -307 -2%
GFG
1318
Greystone Financial Group
Michigan
$910K +$422K +7,191 +86%
WSWA
1319
Warren Street Wealth Advisors
California
$909K
JAFL
1320
Jay A. Fishman Ltd
Michigan
$907K
MCWA
1321
Meadow Creek Wealth Advisors
Georgia
$907K -$2.58K -44 -0.3%
TPW
1322
TL Private Wealth
Texas
$905K +$881 +15 +0.1%
GGI
1323
Godsey & Gibb Inc
Virginia
$904K +$58.9K +1,002 +7%
Invesco
1324
Invesco
Georgia
$904K +$186K +3,166 +26%
SEIA
1325
Signature Estate & Investment Advisors
California
$904K +$907K +15,442 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.