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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
LWM
1451
Luminvest Wealth Management
Arizona
$703K
ECM
1452
EagleClaw Capital Management
Massachusetts
$702K
SHFA
1453
SC&H Financial Advisors
Maryland
$700K +$105K +1,790 +18%
HFS
1454
Howard Financial Services
Texas
$695K -$54.6K -930 -7%
CAM
1455
Carret Asset Management
New York
$694K +$70K +1,191 +11%
WPC
1456
Waters Parkerson & Co
Louisiana
$694K +$24.4K +415 +4%
NIWA
1457
New Insight Wealth Advisors
California
$692K +$42.4K +721 +6%
NG
1458
NWK Group
California
$691K +$6.23K +106 +0.9%
PCG
1459
Prosperity Consulting Group
Maryland
$690K +$254K +4,330 +58%
CPA
1460
Cardiff Park Advisors
California
$689K +$705 +12 +0.1%
IPW
1461
Intergy Private Wealth
Colorado
$688K +$59 +1 +0%
IDA
1462
Intelligence Driven Advisers
California
$686K +$1.76K +30 +0.3%
PWA
1463
Primoris Wealth Advisors
Florida
$684K
IRAG
1464
Investment Research & Advisory Group
Georgia
$683K +$4.93K +84 +0.7%
DP
1465
Dearborn Partners
Illinois
$683K +$141K +2,398 +26%
SAM
1466
Summit Asset Management
Tennessee
$682K +$33.8K +575 +5%
CCM
1467
Cambridge Capital Management
Illinois
$680K +$352 +6 +0.1%
DTC
1468
Davidson Trust Company
Washington
$680K -$18.9K -321 -3%
FNBSF
1469
First National Bank Sioux Falls
South Dakota
$677K
ERWM
1470
Elk River Wealth Management
Colorado
$677K -$7.64K -130 -1%
OPWM
1471
Oakwell Private Wealth Management
Texas
$676K
SHA
1472
Seneca House Advisors
Virginia
$676K -$57.7K -982 -8%
HPM
1473
Hoxton Planning & Management
West Virginia
$673K -$33K -562 -5%
FFW
1474
Fusion Family Wealth
New York
$671K +$12.6K +215 +2%
RA
1475
Rise Advisors
New York
$667K +$1.82K +31 +0.3%

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.