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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
SFA
1976
Seneca Financial Advisors
New York
$232K +$233K +3,970 New
SCA
1977
Stonebridge Capital Advisors
Minnesota
$232K +$5.35K +91 +2%
BPAMU
1978
BTG Pactual Asset Management US
New York
$232K +$233K +3,970 New
DPW
1979
DiNuzzo Private Wealth
Pennsylvania
$232K
MAS
1980
Meeder Advisory Services
Ohio
$231K +$232K +3,946 New
BF
1981
Brooklyn FI
New York
$231K +$232K +3,945 New
FWM
1982
Fingerlakes Wealth Management
New York
$231K +$587 +10 +0.3%
GWSG
1983
GPS Wealth Strategies Group
Colorado
$230K +$50.4K +858 +28%
IWA
1984
Icon Wealth Advisors
Texas
$229K -$47.9K -816 -18%
CF
1985
Clarity Financial
Texas
$229K -$123K -2,090 -35%
BBW
1986
Blue Barn Wealth
Utah
$228K
FCM
1987
Fortis Capital Management
Washington
$228K +$16.3K +277 +8%
TSW
1988
Thompson Siegel & Walmsley
Virginia
$227K
CWS
1989
Cypress Wealth Services
California
$226K -$294 -5 -0.1%
PCS
1990
Private Client Services
Kentucky
$226K -$19.7K -336 -8%
SWIG
1991
Strategic Wealth Investment Group
Kentucky
$225K +$228K +3,889 New
SWG
1992
Summit Wealth Group
Vermont
$225K +$226K +3,850 New
WFA
1993
Wade Financial Advisory
California
$224K
C1AG
1994
Client 1st Advisory Group
Florida
$223K -$36.5K -621 -14%
LWM
1995
Liberty Wealth Management
California
$223K -$10.7K -182 -5%
SWM
1996
Sterling Wealth Management
Illinois
$222K -$28.5K -485 -11%
MGIA
1997
Matthew Goff Investment Advisor
Texas
$222K
BDF
1998
Black Diamond Financial
Maryland
$222K +$223K +3,790 New
RCM
1999
RMR Capital Management
California
$221K
AP
2000
Americana Partners
Texas
$220K +$221K +3,755 New

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.