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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
TWM
1726
TriaGen Wealth Management
California
$401K +$174K +2,968 +76%
PAA
1727
Peregrine Asset Advisers
Oregon
$401K
BWM
1728
BCGM Wealth Management
Indiana
$400K -$55.1K -938 -12%
WPP
1729
Whalerock Point Partners
Rhode Island
$399K -$20.3K -345 -5%
RWML
1730
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$399K +$386K +6,572 +2,682%
DCM
1731
Donaldson Capital Management
Indiana
$398K +$400K +6,801 New
MFP
1732
Meridian Financial Partners
Virginia
$396K +$384K +6,535 New
OIA
1733
Optimum Investment Advisors
Illinois
$396K
LA
1734
LexAurum Advisors
Kansas
$395K -$31.5K -536 -7%
FGG
1735
Financial Guidance Group
Florida
$394K
CFAM
1736
Center For Asset Management
Florida
$394K
Russell Investments Group
1737
Russell Investments Group
United Kingdom
$392K +$207K +3,521 +111%
ACM
1738
AlphaStar Capital Management
North Carolina
$392K +$76.1K +1,295 +24%
OWMIAS
1739
One Wealth Management Investment & Advisory Services
Florida
$391K -$7.23K -123 -2%
SF
1740
Safeguard Financial
Wisconsin
$391K +$59 +1 +0%
FF
1741
Friedenthal Financial
New Jersey
$391K -$75.4K -1,284 -16%
RCP
1742
Rothschild Capital Partners
New York
$389K +$26K +443 +7%
HAM
1743
Harmony Asset Management
Arizona
$388K +$705 +12 +0.2%
SCM
1744
Schnieders Capital Management
California
$385K -$43.8K -745 -10%
CWM
1745
Capital Wealth Management
Rhode Island
$384K -$113K -1,923 -23%
LWCFA
1746
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$384K -$7.05K -120 -2%
ITC
1747
Inspire Trust Company
Nevada
$383K +$385K +6,550 New
OBWG
1748
Onyx Bridge Wealth Group
New York
$383K +$117 +2 +0%
DWM
1749
Dopkins Wealth Management
New York
$382K
TW
1750
Transform Wealth
Colorado
$382K -$22.7K -386 -6%

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.