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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
FTDI
1626
First Trust Direct Indexing
Massachusetts
$486K -$31.4K -535 -6%
CM
1627
Churchill Management
California
$485K +$486K +8,280 New
SMA
1628
Seven Mile Advisory
New Jersey
$484K +$16K +273 +3%
1WA
1629
180 Wealth Advisors
Washington
$484K -$7.87K -134 -2%
PGIM
1630
Pacific Global Investment Management
California
$483K
SFP
1631
Strategic Financial Partners
Oregon
$482K
KFA
1632
Kelleher Financial Advisors
New York
$481K
AWA
1633
Alta Wealth Advisors
Massachusetts
$481K +$46.2K +786 +11%
SPWG
1634
Syntegra Private Wealth Group
Missouri
$481K -$13K -221 -3%
SEP
1635
Southland Equity Partners
Missouri
$479K -$5.17K -88 -1%
SFO
1636
Stokes Family Office
Louisiana
$478K +$940 +16 +0.2%
FSA
1637
Fort Sheridan Advisors
Illinois
$477K +$2K +34 +0.4%
SCP
1638
Stevens Capital Partners
Nebraska
$476K +$2.17K +37 +0.5%
FPCG
1639
Fort Pitt Capital Group
Pennsylvania
$476K -$21.8K -371 -4%
TW
1640
Towerpoint Wealth
California
$474K -$83.2K -1,417 -15%
WHCFA
1641
William Howard & Co Financial Advisors
Tennessee
$473K +$116K +1,967 +32%
SCP
1642
Sandhill Capital Partners
New York
$473K +$13.7K +233 +3%
HIP
1643
HUB Investment Partners
Texas
$472K +$22.3K +380 +5%
FCFC
1644
First Commonwealth Financial Corp
Pennsylvania
$471K +$473K +8,045 New
LAM
1645
Lewis Asset Management
California
$470K +$35.7K +608 +8%
AAM
1646
Augustine Asset Management
Florida
$469K
EHC
1647
Everett Harris & Co
California
$469K
CIA
1648
Compass Ion Advisors
Pennsylvania
$469K
HFS
1649
Haverford Financial Services
Pennsylvania
$468K
HBW
1650
Hazlett, Burt & Watson
West Virginia
$467K -$26.4K -450 -5%

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.