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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
KPP
1751
Kings Path Partners
Texas
$381K +$383K +6,515 New
MPW
1752
MGO Private Wealth
California
$381K -$2.35K -40 -0.6%
PGAM
1753
Princeton Global Asset Management
New Jersey
$378K +$27.3K +465 +8%
MBFW
1754
Morton Brown Family Wealth
Pennsylvania
$378K -$133K -2,256 -27%
MTC
1755
McDaniel Terry & Co
Texas
$377K
PWA
1756
Provenance Wealth Advisors
Florida
$376K +$120K +2,049 +47%
FM
1757
Foster & Motley
Ohio
$376K +$34.1K +580 +10%
LSA
1758
Lion Street Advisors
Texas
$375K +$299K +5,097 +389%
AIC
1759
Archer Investment Corporation
Indiana
$374K
BCP
1760
Berkeley Capital Partners
Georgia
$374K -$15.5K -263 -4%
KC
1761
Kingfisher Capital
North Carolina
$374K +$1.06K +18 +0.3%
FVWA
1762
Foster Victor Wealth Advisors
South Carolina
$373K +$137K +2,334 +64%
RFG
1763
Range Financial Group
Oregon
$373K -$24.9K -424 -6%
LMKC
1764
L.M. Kohn & Company
Ohio
$373K -$41.9K -713 -10%
FMI
1765
F/M Investments
District of Columbia
$372K +$374K +6,365 New
VCM
1766
Vivaldi Capital Management
Illinois
$370K +$59 +1 +0%
JPMIA
1767
J.P. Marvel Investment Advisors
Massachusetts
$368K
CST
1768
Charles Schwab Trust
Nevada
$368K -$1.47K -25 -0.4%
CPBTD
1769
Central Pacific Bank - Trust Division
Hawaii
$367K +$19.8K +337 +6%
AA
1770
Ashford Advisors
New York
$366K +$294K +5,000 +400%
KWA
1771
Kellett Wealth Advisors
Ohio
$365K +$17.9K +305 +5%
SWM
1772
Sugarloaf Wealth Management
Georgia
$362K -$21.6K -368 -6%
FB
1773
First Bancorp
Maine
$361K
JSL
1774
JT Stratford LLC
Georgia
$360K -$5.76K -98 -2%
RC
1775
Roundview Capital
New Jersey
$360K +$1.29K +22 +0.4%

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.