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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
KF
1351
Krilogy Financial
Missouri
$852K -$467K -7,944 -35%
PCM
1352
Palisade Capital Management
New Jersey
$852K +$58.7K +1,000 +7%
DSA
1353
Droms Strauss Advisors
Missouri
$851K -$16.2K -276 -2%
KSWA
1354
Kathleen S. Wright Associates
Pennsylvania
$848K -$470 -8 -0.1%
CCG
1355
Chatham Capital Group
Georgia
$848K
FA
1356
FF Advisors
California
$848K
CWM
1357
CCG Wealth Management
California
$843K -$39.7K -675 -4%
SAM
1358
Seelaus Asset Management
New Jersey
$841K -$37.4K -637 -4%
MLL
1359
Moody Lynn & Lieberson
Massachusetts
$838K +$2.82K +48 +0.3%
MFT
1360
Moisand Fitzgerald Tamayo
Florida
$836K -$5.46K -93 -0.6%
TPI
1361
Trust Point Inc
Wisconsin
$834K -$2.76K -47 -0.3%
VWM
1362
Venturi Wealth Management
Texas
$834K
SW
1363
SteelPeak Wealth
California
$832K +$25.9K +440 +3%
TSWM
1364
Tyler-Stone Wealth Management
Ohio
$830K +$113K +1,915 +16%
SM
1365
Sweeney & Michel
California
$829K +$2.29K +39 +0.3%
MCM
1366
MV Capital Management
Maryland
$828K +$6.99K +119 +0.8%
MKW
1367
Mullaney, Keating & Wright
Connecticut
$824K +$827K +14,082 New
JBA
1368
Johnson Bixby & Associates
Washington
$822K -$69.9K -1,190 -8%
BCA
1369
Bay Colony Advisors
Massachusetts
$820K +$8.93K +152 +1%
HWA
1370
Hilltop Wealth Advisors
North Carolina
$815K -$13K -221 -2%
QWP
1371
Quotient Wealth Partners
Texas
$813K -$387K -6,580 -32%
CKAIS
1372
Christensen King & Associates Investment Services
Washington
$813K +$235 +4 +0%
S
1373
SignatureFD
Georgia
$812K +$20.6K +350 +3%
NRG
1374
Nemes Rush Group
Michigan
$812K -$16K -273 -2%
VCP
1375
Verus Capital Partners
Arizona
$809K +$12.7K +217 +2%

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.