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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
SFS
2026
Symphony Financial Services
Ohio
$208K +$211K +3,588 New
CPSAC
2027
Chas P. Smith & Associates (CPS)
Florida
$208K -$352 -6 -0.2%
GCIM
2028
Gunn & Company Investment Management
Florida
$208K +$209K +3,559 New
CM
2029
Columbus Macro
Pennsylvania
$208K
NRC
2030
New Republic Capital
North Carolina
$208K +$646 +11 +0.3%
SIMG
2031
Sonora Investment Management Group
Arizona
$206K
BBA
2032
Braun-Bostich & Associates
Pennsylvania
$206K -$88.4K -1,505 -30%
CWM
2033
Chemistry Wealth Management
New York
$206K -$24.4K -415 -11%
PPW
2034
Presilium Private Wealth
Pennsylvania
$206K +$11.9K +202 +6%
NAS
2035
NWF Advisory Services
California
$205K
AMIM
2036
Aull & Monroe Investment Management
Alabama
$205K
LL
2037
LPWM LLC
Minnesota
$204K +$207K +3,520 New
AAS
2038
Annex Advisory Services
Wisconsin
$204K +$4.58K +78 +2%
FCM
2039
Fogel Capital Management
Florida
$204K
MFG
2040
MidWestOne Financial Group
Iowa
$203K +$204K +3,475 New
CFA
2041
Capstone Financial Advisors
Illinois
$203K +$470 +8 +0.2%
TCM
2042
TD Capital Management
Tennessee
$203K +$646 +11 +0.3%
HWA
2043
Heartwood Wealth Advisors
Virginia
$202K
PCTC
2044
Perkins Coie Trust Company
Washington
$202K
AA
2045
ACT Advisors
North Carolina
$202K
SIA
2046
Schechter Investment Advisors
Michigan
$202K -$2.35K -40 -1%
RWM
2047
Reston Wealth Management
Virginia
$202K +$587 +10 +0.3%
WPC
2048
White Pine Capital
Minnesota
$201K +$202K +3,435 New
BFA
2049
Beacon Financial Advisory
Ohio
$200K -$51.5K -876 -20%
GFPC
2050
Global Financial Private Client
Florida
$195K

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.