We are live on ! Find out more
IJH icon

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
PWP
1876
Phillips Wealth Planners
Mississippi
$291K +$3.23K +55 +1%
GA
1877
Greenspring Advisors
Maryland
$290K
FNBTCON
1878
First National Bank & Trust Co of Newtown
Pennsylvania
$290K +$19.1K +325 +7%
VWA
1879
Visionary Wealth Advisors
Illinois
$289K +$51.7K +880 +22%
HFS
1880
Heritage Financial Services
Massachusetts
$289K
JWM
1881
JFG Wealth Management
Colorado
$289K +$290K +4,930 New
B
1882
Bellecapital
Switzerland
$288K
TYCC
1883
Texas Yale Capital Corp
Florida
$288K +$6.82K +116 +2%
HGERS
1884
Householder Group Estate & Retirement Specialist
Arizona
$287K -$10K -171 -3%
WG
1885
Welch Group
Alabama
$287K -$32.7K -557 -10%
LA
1886
LPF Advisors
Florida
$286K +$287K +4,886 New
ARA
1887
Alexander Randolph Advisory
Virginia
$286K
ZIG
1888
Zuckerman Investment Group
Illinois
$286K +$8.52K +145 +3%
VPP
1889
Vertex Planning Partners
Illinois
$285K -$3.17K -54 -1%
OWM
1890
Orgel Wealth Management
Wisconsin
$285K
SAM
1891
Strategy Asset Managers
California
$284K -$257K -4,378 -80%
WP
1892
WMS Partners
Maryland
$283K
MAM
1893
Mystic Asset Management
Rhode Island
$282K -$19.1K -325 -6%
MM
1894
Main Management
California
$282K
LDB
1895
Lee, Danner & Bass
Tennessee
$282K +$284K +4,827 New
FLA
1896
Financial Life Advisors
Texas
$282K
CCA
1897
Criterion Capital Advisors
Tennessee
$280K -$34.1K -580 -11%
BCM
1898
BTC Capital Management
Iowa
$280K
CRI
1899
Commonwealth Retirement Investments
Virginia
$278K
AWM
1900
Abound Wealth Management
Tennessee
$276K +$5.76K +98 +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.