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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
FC
1801
Forte Capital
New York
$344K +$89.9K +1,530 +35%
PP
1802
Pacifica Partners
Canada
$344K +$119K +2,034 +53%
VCAM
1803
Van Cleef Asset Management
Ohio
$344K -$54.6K -930 -14%
AWAG
1804
ARS Wealth Advisors Group
Florida
$342K
HWM
1805
Hemington Wealth Management
Virginia
$342K -$128K -2,175 -27%
ADL
1806
Asset Dedication LLC
California
$341K
GWM
1807
Gray Wealth Management
Maine
$341K -$12.2K -208 -3%
ACM
1808
Advance Capital Management
Michigan
$339K
MW
1809
Maia Wealth
Colorado
$339K +$328K +5,580 New
RFG
1810
REAP Financial Group
Texas
$338K
ACI
1811
Alpha Cubed Investments
California
$338K +$57K +970 +20%
AWM
1812
Avaii Wealth Management
Wisconsin
$337K
FA
1813
Fountainhead AM
New Jersey
$337K -$120K -2,035 -26%
BSA
1814
Bull Street Advisors
Georgia
$336K
PIFP
1815
Partners in Financial Planning
Virginia
$336K +$352 +6 +0.1%
FAM
1816
Family Asset Management
South Carolina
$335K -$59 -1 -0%
AWM
1817
Aberdeen Wealth Management
Illinois
$335K
AO
1818
Advisor OS
Illinois
$335K -$60.7K -1,034 -15%
GCA
1819
Gradient Capital Advisors
California
$334K
BAM
1820
BOS Asset Management
Illinois
$333K -$1.47K -25 -0.4%
RFWA
1821
RPg Family Wealth Advisory
Massachusetts
$332K
PWMG
1822
Pinnacle Wealth Management Group
Michigan
$332K -$103K -1,758 -24%
BKA
1823
Brick & Kyle Associates
Pennsylvania
$331K +$332K +5,650 New
MAM
1824
Marquette Asset Management
Minnesota
$330K -$70.1K -1,194 -17%
LB
1825
Legacy Bridge
Iowa
$328K +$587 +10 +0.2%

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.