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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
NAS
1701
Nicolet Advisory Services
Wisconsin
$428K +$30K +510 +7%
CCFM
1702
Clear Creek Financial Management
Washington
$427K +$2.41K +41 +0.7%
OA
1703
Operose Advisors
Wisconsin
$427K +$646 +11 +0.2%
GSAM
1704
Grant Street Asset Management
Pennsylvania
$423K +$7.34K +125 +2%
MIAS
1705
Mason Investment Advisory Services
Virginia
$422K +$33.4K +568 +9%
CA
1706
CapWealth Advisors
Tennessee
$422K +$69.9K +1,190 +20%
SCTC
1707
Sanibel Captiva Trust Company
Florida
$421K +$37.6K +640 +10%
MPCL
1708
My Personal CFO LLC
Washington
$420K
HT
1709
Heritage Trust
Oklahoma
$418K +$38.5K +655 +10%
DP
1710
DDD Partners
Washington
$418K +$117 +2 +0%
CP
1711
Capital Planning
Washington
$418K
ACM
1712
Ardent Capital Management
Ohio
$417K -$154K -2,625 -27%
RRCM
1713
Rappaport Reiches Capital Management
Illinois
$417K
TWP
1714
Tempus Wealth Planning
California
$413K -$57K -971 -12%
DWM
1715
Defined Wealth Management
Oregon
$412K -$3.06K -52 -0.7%
FWP
1716
Falcon Wealth Planning
California
$411K
AIP
1717
ARS Investment Partners
New York
$410K
MAC
1718
Mason & Associates (California)
California
$409K -$39.9K -680 -9%
MSCM
1719
McElhenny Sheffield Capital Management
Texas
$407K +$22K +375 +6%
IC
1720
Innealta Capital
Texas
$407K -$43.3K -737 -10%
OAM
1721
Occidental Asset Management
California
$407K -$11.1K -189 -3%
GWM
1722
Greenhouse Wealth Management
Connecticut
$406K +$1.12K +19 +0.3%
SFG
1723
Sunburst Financial Group
Alabama
$406K +$8.81K +150 +2%
LOPW
1724
Live Oak Private Wealth
North Carolina
$403K +$21K +358 +5%
KWM
1725
Keebeck Wealth Management
Illinois
$403K -$51.4K -875 -11%

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.