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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
RLIM
1951
Red Lighthouse Investment Management
New York
$245K
CWA
1952
Canvas Wealth Advisors
Kansas
$245K -$2.17K -37 -0.9%
HBT
1953
Hills Bank & Trust
Iowa
$245K -$4.41K -75 -2%
CB
1954
Chris Bulman
California
$245K +$246K +4,180 New
LWM
1955
LJI Wealth Management
Indiana
$244K -$13.7K -233 -5%
PWM
1956
Praetorian Wealth Management
California
$243K +$244K +4,155 New
MCM
1957
Mengis Capital Management
Oregon
$242K +$6.34K +108 +3%
HAIM
1958
Hunter Associates Investment Management
Pennsylvania
$242K +$15.2K +259 +7%
GC
1959
Garde Capital
Washington
$240K -$110K -1,865 -31%
CCM
1960
Chilton Capital Management
Texas
$240K -$30K -510 -11%
DWM
1961
Denver Wealth Management
Colorado
$239K -$28.3K -481 -11%
MS
1962
Madden Securities
Texas
$238K
GWA
1963
Gratus Wealth Advisors
Virginia
$238K -$4.64K -79 -2%
DA
1964
Detalus Advisors
Missouri
$238K
SFS
1965
Sharp Financial Services
Pennsylvania
$238K +$24.9K +423 +12%
FFA
1966
Fi3 Financial Advisors
Indiana
$237K +$59 +1 +0%
TFM
1967
Trademark Financial Management
Minnesota
$237K -$3.7K -63 -2%
CIP
1968
Capital Insight Partners
Arizona
$237K -$7.05K -120 -3%
SGWM
1969
Sterling Group Wealth Management
California
$236K +$237K +4,026 New
MAM
1970
Mainsail Asset Management
Alabama
$234K
RAS
1971
RPS Advisory Solutions
Kentucky
$234K +$235K +4,000 New
LWM
1972
LongView Wealth Management
Georgia
$234K +$117 +2 +0.1%
RFP
1973
Root Financial Partners
California
$234K +$235K +3,995 New
FWM
1974
Focused Wealth Management
New York
$233K +$529 +9 +0.2%
CI
1975
Ceera Investments
Texas
$233K

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.