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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
HDIM
1926
Hanson & Doremus Investment Management
Vermont
$256K
WMA
1927
West Michigan Advisors
Michigan
$256K +$2.82K +48 +1%
AP
1928
Adero Partners
California
$256K
B
1929
Birchbrook
Maine
$255K +$29.3K +498 +13%
CWP
1930
Concord Wealth Partners
Virginia
$255K +$587 +10 +0.2%
HWP
1931
Heritage Wealth Partners
Ohio
$255K +$202K +3,433 +373%
WFA
1932
WestHill Financial Advisors
California
$254K -$1.88K -32 -0.7%
VBFG
1933
Vishria Bird Financial Group
Tennessee
$254K
AC
1934
Apella Capital
Connecticut
$253K -$116K -1,972 -31%
FRA
1935
Front Row Advisors
California
$252K -$21.1K -360 -8%
FRA
1936
Frank Rimerman Advisors
California
$252K
TA
1937
TrueWealth Advisors
Alabama
$251K +$27.3K +465 +12%
APWA
1938
Atlas Private Wealth Advisors
New Jersey
$251K +$252K +4,285 New
WC
1939
Westhampton Capital
North Carolina
$250K +$251K +4,280 New
SVWAG
1940
Sound View Wealth Advisors Group
Georgia
$250K +$1.18K +20 +0.5%
AWA
1941
Aletheian Wealth Advisors
Washington
$250K
VP
1942
Verum Partners
North Carolina
$249K -$100K -1,704 -29%
SFM
1943
Signet Financial Management
New Jersey
$249K -$3.82K -65 -2%
AP
1944
Atwood & Palmer
Missouri
$248K
MAM
1945
McLean Asset Management
Virginia
$248K
CRI
1946
Colonial River Investments
Virginia
$247K -$1.94K -33 -0.8%
DP
1947
Denver PWM
Colorado
$247K +$248K +4,227 New
DWA
1948
Douglass Winthrop Advisors
New York
$246K -$62.3K -1,060 -20%
LJAC
1949
L.J. Altfest & Co
New York
$246K +$646 +11 +0.3%
PF
1950
Penney Financial
Texas
$246K -$28.2K -480 -10%

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.