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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
AWE
126
Avidian Wealth Enterprises
Texas
$58.9M +$3.55M +60,451 +6%
DWM
127
Destination Wealth Management
California
$58.2M -$717K -12,200 -1%
CAL
128
Capital Analysts LLC
Pennsylvania
$58.1M +$811K +13,799 +1%
MA
129
MCF Advisors
Kentucky
$58M +$569K +9,690 +1%
AT
130
American Trust
Kentucky
$57.7M -$84.5K -1,438 -0.1%
MPWT
131
MassMutual Private Wealth & Trust
Connecticut
$57.7M -$5.16M -87,816 -8%
WTC
132
WhitTier Trust Company
Nevada
$57M +$76.1K +1,296 +0.1%
FHA
133
First Horizon Advisors
Tennessee
$56.9M -$713K -12,141 -1%
MIA
134
MainStreet Investment Advisors
Illinois
$56.4M +$42.8M +728,862 +310%
VA
135
Valmark Advisers
Ohio
$56.2M -$1.39M -23,608 -2%
CPIG
136
Chicago Partners Investment Group
Illinois
$56.1M +$607K +10,333 +1%
PAG
137
Private Advisor Group
New Jersey
$55.8M +$2.81M +47,752 +5%
WI
138
Wintrust Investments
Illinois
$55.8M +$2.33M +39,625 +4%
BSB
139
Bangor Savings Bank
Maine
$55M +$274K +4,661 +0.5%
CA
140
Clearstead Advisors
Ohio
$54.9M +$8.28M +140,913 +18%
AWA
141
Alaska Wealth Advisors
Alaska
$54.5M -$2.29M -38,929 -4%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$53.9M +$2.69M +45,773 +5%
AF
143
Arrow Financial
New York
$52.2M -$2.59M -44,088 -5%
BP
144
Ballentine Partners
Massachusetts
$52M -$1.26M -21,391 -2%
FHB
145
First Hawaiian Bank
Hawaii
$51M -$26.6M -453,496 -34%
PP
146
PDS Planning
Ohio
$50.3M +$1.37M +23,296 +3%
PRA
147
Pine Ridge Advisers
New York
$50M +$2.25M +38,355 +5%
MWM
148
Modera Wealth Management
New Jersey
$49.7M -$996K -16,953 -2%
WPA
149
West Paces Advisors
Georgia
$47.7M +$143K +2,429 +0.3%
HFS
150
HBC Financial Services
Washington
$47.5M -$525K -8,936 -1%

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.