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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
TCM
2051
TruNorth Capital Management
Michigan
$194K +$41.1K +700 +27%
WCAMG
2052
Woodard & Company Asset Management Group
North Carolina
$191K -$874K -14,870 -82%
VAMG
2053
Voisard Asset Management Group
Michigan
$190K
MHR
2054
Matthew Hamilton Rosenberg
$186K
HC
2055
Hoese & Co
Minnesota
$185K -$112K -1,910 -38%
GA
2056
GoalVest Advisory
New York
$184K
SWM
2057
Sanctuary Wealth Management
Idaho
$183K +$14.3K +244 +8%
BWP
2058
Baldwin Wealth Partners
Massachusetts
$182K -$132K -2,240 -42%
CWM
2059
Compass Wealth Management
Connecticut
$181K
Schroder Investment Management Group
2060
Schroder Investment Management Group
United Kingdom
$178K -$16.7K -284 -9%
GI
2061
Gradient Investments
Minnesota
$177K +$57.9K +985 +48%
CPG
2062
Cornerstone Planning Group
New Jersey
$174K -$2.76K -47 -2%
AGWCA
2063
Annis Gardner Whiting Capital Advisors
Florida
$174K -$13.8K -235 -7%
IHWM
2064
Iron Horse Wealth Management
Iowa
$173K +$16.5K +281 +11%
FUBT
2065
First United Bank & Trust
Maryland
$171K
JWM
2066
Janiczek Wealth Management
Colorado
$164K +$1.12K +19 +0.7%
WWMSC
2067
Wagner Wealth Management (South Carolina)
South Carolina
$161K
RFA
2068
Register Financial Advisors
Georgia
$159K -$2.35K -40 -1%
VCM
2069
Versant Capital Management
Arizona
$158K
BBPWM
2070
Blue Bell Private Wealth Management
Pennsylvania
$155K +$102K +1,744 +192%
TLA
2071
Tanglewood Legacy Advisors
Texas
$154K
EAM
2072
Eukles Asset Management
Ohio
$154K +$4.11K +70 +3%
MSS
2073
Mitchell Sinkler & Starr
Pennsylvania
$152K
ECM
2074
Elgethun Capital Management
South Dakota
$152K +$294 +5 +0.2%
CJ
2075
Caitlin John
Michigan
$152K -$30.4K -517 -17%

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.