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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
CFG
151
CKW Financial Group
Hawaii
$46.9M +$128K +2,175 +0.3%
AllianceBernstein
152
AllianceBernstein
Tennessee
$46.4M +$18.7M +318,177 +67%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.2M +$1.31M +22,327 +3%
SWA
154
Sax Wealth Advisors
New Jersey
$45.7M +$1.14M +19,454 +3%
IWC
155
Integrated Wealth Concepts
Massachusetts
$45.4M -$30.4K -517 -0.1%
JFA
156
JNBA Financial Advisors
Minnesota
$44.5M -$1.41M -23,956 -3%
FBFS
157
First Business Financial Services
Wisconsin
$44.4M -$230K -3,915 -0.5%
BOS
158
Bank of Stockton
California
$43.8M -$25.9K -440 -0.1%
JAG
159
Journey Advisory Group
Kentucky
$43.7M +$507K +8,638 +1%
EWM
160
Evermay Wealth Management
Virginia
$43M -$269K -4,582 -0.6%
MW
161
MBL Wealth
North Carolina
$42.9M +$1.91M +32,442 +5%
AWM
162
Axxcess Wealth Management
California
$42.4M -$414K -7,051 -1%
GBT
163
Grove Bank & Trust
Florida
$42.3M +$1.69M +28,748 +4%
QCG
164
Quadrant Capital Group
Ohio
$42.2M +$864K +14,714 +2%
T
165
TrueFG
Texas
$42.1M +$550K +9,360 +1%
Fiera Capital (Canada)
166
Fiera Capital (Canada)
Quebec, Canada
$41.6M -$99.8K -1,698 -0.2%
CA
167
Crewe Advisors
Utah
$41.5M +$2.36M +40,213 +6%
MFG
168
Magnus Financial Group
New York
$40.9M +$490K +8,349 +1%
Citigroup
169
Citigroup
New York
$40.8M +$12.2M +207,449 +42%
VFA
170
Voya Financial Advisors
Connecticut
$40.7M -$3.82M -64,999 -9%
FMWA
171
Forvis Mazars Wealth Advisors
Missouri
$40.3M -$2.28M -38,774 -5%
AAS
172
Ameritas Advisory Services
Nebraska
$39.9M +$1.2M +20,399 +3%
RIS
173
Retirement Income Solutions
Michigan
$39.4M -$1.66M -28,272 -4%
JWA
174
JFS Wealth Advisors
Pennsylvania
$39.3M -$182K -3,097 -0.5%
CTA
175
Chesley Taft & Associates
Illinois
$38.8M +$450K +7,657 +1%

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.