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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
VC
1901
Veracity Capital
Georgia
$276K -$15.7K -268 -5%
TCWM
1902
Total Clarity Wealth Management
Illinois
$274K -$21.4K -365 -7%
CP
1903
Canopy Partners
Ohio
$274K -$294 -5 -0.1%
CCMI
1904
Creative Capital Management Investments
California
$272K -$15K -255 -5%
CA
1905
Carson Advisory
Georgia
$271K +$17.7K +302 +7%
SL
1906
Sentry LLC
Tennessee
$268K
GP
1907
Geneva Partners
Wisconsin
$267K +$15.7K +267 +6%
GIP
1908
Granite Investment Partners
California
$267K
FFWA
1909
Forthright Family Wealth Advisory
Texas
$266K -$587 -10 -0.2%
SWM
1910
Seed Wealth Management
Illinois
$266K
EP
1911
Edgestream Partners
New Jersey
$266K +$267K +4,537 New
BMC
1912
Beaton Management Company
Massachusetts
$265K
NJIM
1913
Nabity-Jensen Investment Management
Nebraska
$265K
FM
1914
Family Management
New York
$264K
CAM
1915
Covenant Asset Management
New Jersey
$264K +$51.4K +875 +24%
GSEP
1916
Golden State Equity Partners
California
$264K +$265K +4,514 New
HPIA
1917
Hamilton Point Investment Advisors
North Carolina
$263K
NFW
1918
Noble Family Wealth
Florida
$262K
JWM
1919
JGP Wealth Management
Oregon
$261K -$7.46K -127 -3%
AWM
1920
Affinity Wealth Management
Delaware
$260K
SIG
1921
Stonegate Investment Group
Alabama
$260K +$66.1K +1,125 +34%
AIM
1922
Aspen Investment Management
Michigan
$259K +$25.1K +427 +11%
AOWM
1923
Alpha Omega Wealth Management
Virginia
$259K
AC
1924
ASB Consultores
Florida
$259K
JPWM
1925
Jamison Private Wealth Management
Georgia
$257K +$61.4K +1,045 +31%

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.