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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
4FG
1776
4Thought Financial Group
New York
$360K +$112K +1,901 +45%
4WM
1777
4J Wealth Management
Virginia
$358K -$47.2K -804 -12%
RDWM
1778
Red Door Wealth Management
Tennessee
$357K +$40.5K +690 +13%
AL
1779
ADE LLC
Maryland
$357K -$2.88K -49 -0.8%
AGC
1780
Aspen Grove Capital
Colorado
$357K
TAM
1781
Tucker Asset Management
Colorado
$357K
ESBC
1782
E.S. Barr & Co
Kentucky
$356K +$7.34K +125 +2%
MCCA
1783
Mill Creek Capital Advisors
Pennsylvania
$355K
FA
1784
Faithward Advisors
Pennsylvania
$355K
TF
1785
Trek Financial
Arizona
$354K +$22.3K +380 +7%
HHAA
1786
Henry H. Armstrong Associates
Pennsylvania
$354K +$355K +6,050 New
MHWM
1787
Montz Harcus Wealth Management
Louisiana
$353K +$86.4K +1,470 +32%
MIS
1788
Morningstar Investment Services
Illinois
$353K +$355K +6,047 New
FF
1789
Fox Financial
Pennsylvania
$353K -$7.34K -125 -2%
FCG
1790
Fielder Capital Group
Tennessee
$352K +$353K +6,012 New
DJSG
1791
D.J. St. Germain
Massachusetts
$351K +$19K +324 +6%
PSA
1792
Plum Street Advisors
Louisiana
$351K
AA
1793
Auxano Advisors
Washington
$350K +$940 +16 +0.3%
WAL
1794
W Advisors LLC
Tennessee
$348K
UAG
1795
United Advisor Group
Ohio
$348K +$149K +2,529 +74%
JC
1796
Jentner Corp
Ohio
$345K
FFM
1797
Forum Financial Management
Illinois
$345K +$75.1K +1,279 +28%
PCM
1798
Princeton Capital Management
New Jersey
$345K
TFM
1799
TFC Financial Management
Massachusetts
$344K +$117 +2 +0%
JC
1800
JB Capital
Connecticut
$344K -$80.4K -1,369 -19%

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.