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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
SOAMC
1601
Spirit of America Management Corp
New York
$512K +$324K +5,511 +171%
TPW
1602
Transatlantique Private Wealth
New York
$511K +$7.05K +120 +1%
SLG
1603
Stanley-Laman Group
Pennsylvania
$511K +$59.4K +1,011 +13%
WCP
1604
Wick Capital Partners
Pennsylvania
$509K -$18.4K -313 -3%
OPWM
1605
Oxinas Partners Wealth Management
Indiana
$508K -$107K -1,815 -17%
CIC
1606
Cutler Investment Counsel
Oregon
$508K
SHIM
1607
Stone House Investment Management
Pennsylvania
$505K -$8.22K -140 -2%
CPA
1608
Clear Point Advisors
New York
$503K +$19.8K +337 +4%
BSHC
1609
Breed's Hill Capital
Massachusetts
$500K
NAMP
1610
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$499K
WAM
1611
WNY Asset Management
New York
$498K
FF
1612
Financial Futures
New Jersey
$498K
MWM
1613
Melfa Wealth Management
Massachusetts
$497K +$30K +511 +6%
RI
1614
Ridgewood Investments
New Jersey
$497K -$8.99K -153 -2%
HFAS
1615
Hummer Financial Advisory Services
Illinois
$495K
SIAP
1616
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$492K
SRC
1617
Sage Rhino Capital
California
$492K
BC
1618
Burney Company
Virginia
$490K +$176 +3 +0%
GP
1619
Girard Partners
Pennsylvania
$490K -$31.4K -535 -6%
HP
1620
Holistic Planning
Texas
$489K -$20.9K -355 -4%
SIS
1621
Sound Income Strategies
Florida
$489K +$479K +8,159 +4,184%
CSWM
1622
Cassady Schiller Wealth Management
Ohio
$489K
SRC
1623
Shufro Rose & Co
New York
$488K +$22.9K +390 +5%
FI
1624
FWG Investments
Kentucky
$488K +$22.9K +389 +5%
NG
1625
Norden Group
Utah
$487K -$99.7K -1,697 -17%

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.