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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
AWS
176
Atria Wealth Solutions
New York
$38.7M +$2.08M +35,426 +6%
FTWA
177
Fifth Third Wealth Advisors
Ohio
$38.7M +$11.4M +194,869 +42%
WA
178
Waverly Advisors
Alabama
$38.6M +$10.5M +178,951 +37%
PGA
179
Portland Global Advisors
Maine
$38.3M +$967K +16,456 +3%
CAAS
180
Capital Asset Advisory Services
Michigan
$38M +$2.58M +43,890 +7%
AF
181
Allworth Financial
California
$37.3M -$1.31M -22,268 -3%
NFG
182
Nadler Financial Group
Illinois
$37.3M +$977K +16,629 +3%
RCA
183
Resonant Capital Advisors
Wisconsin
$36.9M +$2.71M +46,140 +8%
Lazard Asset Management
184
Lazard Asset Management
New York
$36.8M -$1.86M -31,703 -5%
FBB
185
Fulton Breakefield Broenniman
Maryland
$36.5M +$161K +2,734 +0.4%
HG
186
Harbor Group
New Hampshire
$36.4M -$1.43M -24,271 -4%
PWLP
187
Prio Wealth Limited Partnership
Massachusetts
$36.3M +$305K +5,195 +0.8%
ETS
188
ESL Trust Services
New York
$35.8M +$2.03M +34,548 +6%
JIC
189
Johnson Investment Counsel
Ohio
$35.5M +$434K +7,382 +1%
FNBT
190
FineMark National Bank & Trust
Florida
$35.1M -$231K -3,928 -0.7%
NEPPG
191
New England Professional Planning Group
Rhode Island
$35M +$512K +8,717 +1%
SFS
192
Summit Financial Strategies
Ohio
$34.6M -$517K -8,800 -1%
CIAS
193
CFS Investment Advisory Services
New Jersey
$34.6M +$34.7M +590,004 New
GL
194
Graypoint LLC
New York
$34.2M -$1.18M -20,101 -3%
CL
195
Choreo LLC
Illinois
$33.1M +$8.6M +146,451 +34%
LBC
196
Lowe Brockenbrough & Co
Virginia
$32.9M +$162K +2,762 +0.5%
IB
197
Intrust Bank
Kansas
$32.9M +$5.67M +96,570 +21%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$32.9M -$3.58M -60,999 -10%
IAN
199
Integrated Advisors Network
Texas
$32.9M -$1.97M -33,463 -6%
AAS
200
Avantax Advisory Services
Texas
$32.6M +$1.77M +30,101 +6%

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.