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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
GKIM
1551
GW&K Investment Management
Massachusetts
$579K +$49.9K +850 +9%
GWP
1552
Gen-Wealth Partners
Michigan
$575K +$482K +8,205 +505%
FNB
1553
Farmers National Bank
Kentucky
$574K -$2.06K -35 -0.4%
MPW
1554
Melone Private Wealth
Michigan
$573K -$16.6K -282 -3%
GWANC
1555
Guardian Wealth Advisors (North Carolina)
North Carolina
$573K -$3.29K -56 -0.6%
IPWA
1556
International Private Wealth Advisors
California
$568K -$51.3K -874 -8%
SBLIC
1557
Security Benefit Life Insurance Company
Kansas
$568K -$17.6K -300 -3%
NPP
1558
New Potomac Partners
Maryland
$566K -$2.7K -46 -0.5%
AIM
1559
Athena Investment Management
California
$565K
GC
1560
Gratus Capital
Georgia
$564K +$294K +5,000 +108%
BI
1561
Ballast Inc
Kentucky
$563K +$3.29K +56 +0.6%
EFG
1562
Ethos Financial Group
Pennsylvania
$561K +$26.6K +452 +5%
DBIA
1563
Dumont & Blake Investment Advisors
New Jersey
$560K +$281K +4,787 +100%
EDRH
1564
Edmond de Rothschild Holding
Switzerland
$558K -$12.9K -220 -2%
JWS
1565
Juncture Wealth Strategies
Arizona
$557K -$82.5K -1,405 -13%
WF
1566
Warner Financial
Maryland
$557K +$8.81K +150 +2%
EL
1567
EQ LLC
Washington
$557K +$294 +5 +0.1%
SWM
1568
Selective Wealth Management
Virginia
$556K -$12.9K -219 -2%
MFG
1569
Mendota Financial Group
Wisconsin
$554K
JFG
1570
JMG Financial Group
Illinois
$553K +$29.5K +502 +6%
First Manhattan
1571
First Manhattan
New York
$551K -$105K -1,790 -16%
FH
1572
FWG Holdings
Florida
$550K -$6.93K -118 -1%
SSA
1573
Sierra Summit Advisors
Nevada
$550K +$294K +5,000 +114%
BTI
1574
Blue Trust Inc
Georgia
$547K +$48.2K +820 +10%
NHC
1575
Nicholas Hoffman & Company
Georgia
$546K -$1.7K -29 -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.