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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
WDG
1426
Wealth Dimensions Group
Ohio
$731K +$59 +1 +0%
BWM
1427
BKM Wealth Management
Wisconsin
$731K -$587 -10 -0.1%
SC
1428
Stephens Consulting
Michigan
$730K -$41.6K -708 -5%
MSFS
1429
Main Street Financial Solutions
Pennsylvania
$730K -$51.1K -870 -7%
TI
1430
Truepoint Inc
Ohio
$728K +$35.2K +600 +5%
SWM
1431
Shelton Wealth Management
Texas
$728K +$16.1K +274 +2%
TSMHT
1432
Thurston Springer Miller Herd & Titak
Indiana
$727K +$730K +12,426 New
SA
1433
Strategic Advocates
Utah
$725K -$576K -9,798 -44%
AF
1434
Alerus Financial
North Dakota
$723K
CMP
1435
Courage Miller Partners
Virginia
$721K +$1.12K +19 +0.2%
MFC
1436
Morris Financial Concepts
South Carolina
$720K -$12.2K -207 -2%
LA
1437
LM Advisors
California
$720K -$44.1K -750 -6%
UB
1438
Umpqua Bank
Oregon
$720K -$2.94K -50 -0.4%
IIC
1439
Ironwood Investment Counsel
Arizona
$718K +$12K +205 +2%
PMFA
1440
Plante Moran Financial Advisors
Michigan
$717K -$54.9K -935 -7%
WP
1441
Westmount Partners
California
$716K +$1.06K +18 +0.1%
SHJ
1442
Sharkey, Howes & Javer
Colorado
$715K +$59 +1 +0%
TNB
1443
Thomasville National Bank
Georgia
$712K -$107K -1,815 -13%
Legacy Financial Group (Iowa)
1444
Legacy Financial Group (Iowa)
Iowa
$712K -$70.5K -1,200 -9%
SWM
1445
SFG Wealth Management
Maryland
$711K -$6.99K -119 -1%
GEA
1446
Glen Eagle Advisors
New Jersey
$710K +$19.3K +328 +3%
PP
1447
Patten & Patten
Tennessee
$708K -$22.6K -384 -3%
PFG
1448
PAX Financial Group
Texas
$706K +$43.6K +742 +7%
RZH
1449
Relyea Zuckerberg Hanson
Connecticut
$705K +$2K +34 +0.3%
RIA
1450
Realta Investment Advisors
Delaware
$704K +$104K +1,765 +17%

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.