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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
BPC
2001
Banque Pictet & Cie
Switzerland
$219K
HCM
2002
Hall Capital Management
Rhode Island
$219K
TWM
2003
Trueblood Wealth Management
Ohio
$219K +$5.29K +90 +2%
EWA
2004
Emergent Wealth Advisors
New York
$219K +$19.7K +336 +10%
GIM
2005
Gold Investment Management
Alberta, Canada
$218K
ORC
2006
O'Rourke & Company
Massachusetts
$218K
MAP
2007
Moody Aldrich Partners
Massachusetts
$218K
TIM
2008
Thor Investment Management
Ohio
$217K +$17.9K +305 +9%
SCP
2009
Shorepoint Capital Partners
Massachusetts
$215K +$216K +3,675 New
FF
2010
Francis Financial
$215K +$19.4K +331 +10%
MAG
2011
M3 Advisory Group
Massachusetts
$213K -$146K -2,482 -40%
ECA
2012
Elevated Capital Advisors
Utah
$213K -$18.8K -320 -8%
CWA
2013
Consilium Wealth Advisory
Texas
$213K
PMSA
2014
Patrick M. Sweeney & Associates
Illinois
$213K
IFS
2015
Ifrah Financial Services
Arkansas
$212K +$6.58K +112 +3%
VBWMG
2016
Von Berge Wealth Management Group
California
$212K
BWP
2017
Balboa Wealth Partners
Arizona
$212K +$213K +3,627 New
BL
2018
BFSG LLC
California
$212K
DC
2019
Darrow Company
Massachusetts
$211K
CB
2020
CNB Bank
Pennsylvania
$210K
AWM
2021
Aries Wealth Management
Maine
$210K
OFG
2022
Orcam Financial Group
California
$210K
PSIWM
2023
Paradigm Strategies in Wealth Management
Minnesota
$209K +$529 +9 +0.3%
EP
2024
EPIQ Partners
Minnesota
$209K
WW
2025
Westshore Wealth
California
$209K

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.