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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
BFA
1526
Bill Few Associates
Pennsylvania
$607K -$54.5K -927 -8%
IA
1527
Insight Advisors
Pennsylvania
$606K +$9.75K +166 +2%
GKWIM
1528
Gerber Kawasaki Wealth & Investment Management
California
$605K +$21.7K +370 +4%
GWSA
1529
Global Wealth Strategies & Associates
Colorado
$605K -$30.3K -515 -5%
RWA
1530
Redhawk Wealth Advisors
Minnesota
$604K +$646 +11 +0.1%
BST
1531
Bath Savings Trust
Maine
$604K +$7.05K +120 +1%
ACM
1532
Absolute Capital Management
Pennsylvania
$603K +$606K +10,311 New
EB
1533
Emprise Bank
Kansas
$601K
SI
1534
Seeds Investor
New York
$601K +$302K +5,139 +100%
APW
1535
Austin Private Wealth
Texas
$601K -$73.6K -1,253 -11%
TB
1536
Terril Brothers
Missouri
$600K
NB
1537
Nicolet Bankshares
Wisconsin
$600K +$12.3K +210 +2%
RBC
1538
Romano Brothers & Co
Illinois
$594K +$3.17K +54 +0.5%
JHCP
1539
Jackson Hole Capital Partners
Oklahoma
$594K -$14.1K -240 -2%
CCMG
1540
Clark Capital Management Group
Pennsylvania
$591K +$57.3K +976 +11%
NC
1541
Napatree Capital
Rhode Island
$591K -$3.23K -55 -0.5%
HFA
1542
High Falls Advisors
New York
$591K +$14.9K +254 +3%
ACP
1543
Aviance Capital Partners
Florida
$590K
RFS
1544
Richardson Financial Services
Massachusetts
$588K -$1.88K -32 -0.3%
ZIG
1545
Zullo Investment Group
Pennsylvania
$587K -$40.5K -690 -6%
KFP
1546
KMG Fiduciary Partners
Ohio
$586K +$50.6K +862 +9%
GIA
1547
Guyasuta Investment Advisors
Pennsylvania
$584K
FPCP
1548
Fort Point Capital Partners
California
$583K -$34K -579 -5%
WAG
1549
Wallace Advisory Group
California
$581K +$460K +7,824 +370%
CWP
1550
CFM Wealth Partners
Texas
$579K

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.