We are live on ! Find out more
IJH icon

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
MCA
1651
Martin Capital Advisors
Texas
$467K
RBFC
1652
Roman Butler Fullerton & Co
Missouri
$466K +$3.94K +67 +0.8%
GSIS
1653
Global Strategic Investment Solutions
Arizona
$466K +$1.18K +20 +0.3%
FPB
1654
First PREMIER Bank
South Dakota
$466K
WFS
1655
WealthGarden F.S.
California
$462K +$464K +7,900 New
4WM
1656
49 Wealth Management
Texas
$460K -$119K -2,028 -20%
FMTC
1657
Farmers & Merchants Trust Company
California
$460K +$462K +7,860 New
AFG
1658
Albion Financial Group
Utah
$456K -$28.6K -487 -6%
WEG
1659
World Equity Group
Illinois
$454K -$458K -7,792 -50%
WMA
1660
Wealth Management Associates
New Jersey
$454K
DMC
1661
Drexel Morgan & Co
Pennsylvania
$454K
FA
1662
Fermata Advisors
California
$454K +$11.3K +192 +3%
PAM
1663
Peak Asset Management
Colorado
$454K -$91.6K -1,560 -17%
NCM
1664
NCM Capital Management
New Jersey
$454K
E3F
1665
Eight 31 Financial
Texas
$453K +$234K +3,975 +105%
ICM
1666
IMS Capital Management
Oregon
$453K
FCA
1667
Fortis Capital Advisors
Kansas
$452K +$68.8K +1,171 +18%
DI
1668
DAGCO Inc
Ohio
$451K
TL
1669
Tradewinds LLC
North Carolina
$451K +$453K +7,705 New
KAH
1670
Kathryn A. Hall
$451K
SCA
1671
STALEY CAPITAL ADVISERS
Pennsylvania
$449K +$9.11K +155 +2%
SAM
1672
SP Asset Management
California
$449K +$42.8K +728 +10%
MSG
1673
Main Street Group
Virginia
$449K -$33.4K -569 -7%
CWM
1674
Concentric Wealth Management
California
$448K
MHIC
1675
Marble Harbor Investment Counsel
Massachusetts
$447K

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.