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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
AIM
1326
Anchor Investment Management
South Carolina
$904K -$150K -2,545 -14%
COCM
1327
Charter Oak Capital Management
New Hampshire
$902K -$76K -1,293 -8%
CWG
1328
Cornerstone Wealth Group
North Carolina
$900K -$96.3K -1,640 -10%
S
1329
Syntrinsic
Colorado
$895K +$294 +5 +0%
SIC
1330
Samalin Investment Counsel
New York
$895K -$130K -2,206 -13%
MCA
1331
Magnolia Capital Advisors
Mississippi
$895K +$898K +15,287 New
NSIM
1332
North Star Investment Management
Illinois
$887K
D
1333
Diversified
Delaware
$885K +$889K +15,130 New
M
1334
MOTCO
Texas
$882K -$64.9K -1,105 -7%
TTWM
1335
TCV Trust & Wealth Management
Virginia
$880K -$79.5K -1,354 -8%
NCM
1336
Narwhal Capital Management
Georgia
$875K -$7.34K -125 -0.8%
PWP
1337
Principle Wealth Partners
Connecticut
$873K +$470 +8 +0.1%
CCA
1338
Conservest Capital Advisors
Pennsylvania
$866K
AFG
1339
Atomi Financial Group
New York
$866K +$90.5K +1,541 +12%
WP
1340
WealthShield Partners
North Carolina
$865K -$4.58K -78 -0.5%
State of Wisconsin Investment Board
1341
State of Wisconsin Investment Board
Wisconsin
$864K -$6.23M -106,090 -88%
AIP
1342
Almanack Investment Partners
Pennsylvania
$862K -$81.7K -1,391 -9%
OLVIG
1343
Oliver Lagore Vanvalin Investment Group
Michigan
$862K +$108K +1,834 +14%
MA
1344
MONECO Advisors
Connecticut
$861K +$11.3K +192 +1%
LWANC
1345
Laurel Wealth Advisors (North Carolina)
North Carolina
$860K -$67K -1,140 -7%
HCMT
1346
Highland Capital Management (Tennessee)
Tennessee
$857K
WFA
1347
Wells Financial Advisors
Massachusetts
$857K -$27.9K -475 -3%
PWMG
1348
Private Wealth Management Group
New Jersey
$856K
AF
1349
Apollon Financial
South Carolina
$856K +$470 +8 +0.1%
PJWM
1350
Philip James Wealth Mangement
Georgia
$854K -$4.46K -76 -0.5%

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.