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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
PWM
1676
Paulson Wealth Management
Illinois
$446K
PCS
1677
Personal CFO Solutions
New Jersey
$443K +$74K +1,259 +20%
BWL
1678
Bogart Wealth LLC
Virginia
$442K -$30K -510 -6%
JLBC
1679
J.L. Bainbridge & Co
Florida
$442K -$191K -3,250 -30%
WP
1680
WealthPLAN Partners
Nebraska
$440K -$971K -16,529 -69%
ERIM
1681
Eagle Ridge Investment Management
Connecticut
$440K +$54.2K +922 +14%
SAM
1682
Selway Asset Management
$439K
TWM
1683
Tradition Wealth Management
Minnesota
$437K +$20.8K +354 +5%
MWM
1684
Modern Wealth Management
Kansas
$436K +$87.1K +1,482 +25%
NCM
1685
Northwest Capital Management
Oregon
$436K -$2.12K -36 -0.5%
AW
1686
Avion Wealth
Texas
$435K -$89.6K -1,525 -17%
TT
1687
TI-Trust
Illinois
$435K
AFAS
1688
Acorn Financial Advisory Services
Virginia
$434K -$56.4K -960 -11%
VAF
1689
Values Added Financial
District of Columbia
$433K +$48.5K +825 +13%
ME
1690
McIlrath & Eck
Washington
$433K -$14K -238 -3%
PWS
1691
Peterson Wealth Services
Utah
$432K -$68.9K -1,172 -14%
X
1692
Xponance
Pennsylvania
$432K +$434K +7,379 New
SWM
1693
Scissortail Wealth Management
Oklahoma
$432K
MWM
1694
Maripau Wealth Management
Indiana
$431K -$114K -1,942 -21%
LSIA
1695
LaSalle St. Investment Advisors
Illinois
$431K +$179K +3,047 +71%
PWP
1696
Perfromance Wealth Partners
Illinois
$430K
PIA
1697
Powell Investment Advisors
Florida
$430K +$999 +17 +0.2%
IWP
1698
IAG Wealth Partners
Wisconsin
$430K +$74K +1,260 +21%
SSWM
1699
Smith Salley Wealth Management
North Carolina
$429K +$47K +800 +12%
RFA
1700
Rollins Financial Advisors
New York
$429K -$278K -4,728 -39%

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.