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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
MIC
1576
Meridian Investment Counsel
California
$545K
SL
1577
SWMG LLC
Texas
$544K +$62.6K +1,065 +13%
PWP
1578
Private Wealth Partners
California
$544K
FFA
1579
Founders Financial Alliance
North Carolina
$542K -$103K -1,749 -16%
APW
1580
Aurora Private Wealth
New Jersey
$542K +$764 +13 +0.1%
LG
1581
LAM Group
Oregon
$541K
WWM
1582
Wolff Wiese Magana
California
$538K +$282K +4,792 +109%
TWP
1583
Tyche Wealth Partners
Texas
$538K -$22.1K -376 -4%
RPCA
1584
Running Point Capital Advisors
California
$538K +$5.88K +100 +1%
GF
1585
Goodman Financial
Texas
$536K +$538K +9,165 New
IA
1586
Inspire Advisors
Idaho
$536K +$256K +4,358 +91%
HGA
1587
Hobbs Group Advisors
South Carolina
$534K +$536K +9,118 New
SNB
1588
Security National Bank
Nebraska
$533K
PP
1589
Prosperity Planning
Missouri
$532K
PAMG
1590
Patton Albertson Miller Group
Tennessee
$530K
CSB
1591
City State Bank
Iowa
$528K +$6.46K +110 +1%
TFP
1592
Tilia Fiduciary Partners
North Carolina
$528K +$5.76K +98 +1%
AFC
1593
Adaptive Financial Consulting
Ohio
$527K -$45.2K -770 -8%
LFG
1594
Lazard Frères Gestion
France
$527K
WC
1595
Wynn Capital
Georgia
$526K
GA
1596
Geller Advisors
New York
$523K
VR
1597
Valued Retirements
Texas
$521K +$523K +8,901 New
DCM
1598
Dimension Capital Management
Florida
$516K
CWM
1599
Collaborative Wealth Management
Florida
$515K +$21.1K +360 +4%
CHAM
1600
Clear Harbor Asset Management
Connecticut
$513K -$2.06K -35 -0.4%

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.