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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
ASBI
1476
American State Bank (Iowa)
Iowa
$666K +$2.53K +43 +0.4%
MCM
1477
McRae Capital Management
New Jersey
$665K +$3K +51 +0.5%
KL
1478
KWMG LLC
Kansas
$664K -$42.2K -718 -6%
S
1479
Sunpointe
Missouri
$664K +$667K +11,348 New
MSA
1480
Marathon Strategic Advisors
Pennsylvania
$663K +$666K +11,330 New
PIP
1481
Peachtree Investment Partners
Florida
$659K +$4.93K +84 +0.8%
ClearBridge Investments
1482
ClearBridge Investments
New York
$654K +$15.3K +260 +2%
SHF
1483
Stage Harbor Financial
Massachusetts
$654K -$24.5K -417 -4%
BOPW
1484
Brandywine Oak Private Wealth
Pennsylvania
$652K -$2.29K -39 -0.3%
SWP
1485
SIMA Wealth Partners
Virginia
$652K +$654K +11,140 New
CCP
1486
Clarkston Capital Partners
Michigan
$651K
PWA
1487
Peterson Wealth Advisors
Utah
$651K +$1.65K +28 +0.3%
BIP
1488
Blueprint Investment Partners
North Carolina
$650K -$31.3K -533 -5%
KFI
1489
Key Financial Inc
Pennsylvania
$646K +$19.7K +336 +3%
AMM
1490
American Money Management
California
$645K +$881 +15 +0.1%
SA
1491
Strategic Advisors
New York
$644K -$325K -5,533 -33%
JWCA
1492
J.W. Coons Advisors
Ohio
$643K -$59 -1 -0%
FCH
1493
Freestone Capital Holdings
Washington
$643K +$49.7K +846 +8%
CPSC
1494
Carl P. Sherr & Co
Massachusetts
$642K
W
1495
WPWealth
Texas
$641K -$11.2K -190 -2%
CCA
1496
Clarity Capital Advisors
Florida
$640K +$1.76K +30 +0.3%
ATC
1497
Adirondack Trust Company
New York
$637K
KWM
1498
KFG Wealth Management
Indiana
$636K +$105K +1,791 +20%
OAM
1499
Oak Asset Management
California
$636K -$14.7K -250 -2%
PS
1500
Planned Solutions
California
$636K +$1.29K +22 +0.2%

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.