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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
W
2076
WealthCollab
Washington
$142K
PSB
2077
Piscataqua Savings Bank
New Hampshire
$142K
SA
2078
SRH Advisors
Kansas
$141K
AWM
2079
Angeles Wealth Management
California
$141K
BC
2080
Barrett & Company
Rhode Island
$140K
RAM
2081
Ramirez Asset Management
New York
$139K
FFA
2082
Frazier Financial Advisors
Ohio
$138K +$411 +7 +0.3%
CTWM
2083
Cherry Tree Wealth Management
Minnesota
$138K
WB
2084
Webster Bank
Connecticut
$137K
BL
2085
Balentine LLC
Georgia
$134K +$3.88K +66 +3%
SAM
2086
Smartleaf Asset Management
Massachusetts
$133K +$128K +2,185 +2,428%
SC
2087
Steph & Co
Wisconsin
$130K -$4.88K -83 -4%
TC
2088
Trust Company
Kansas
$129K
FGAM
2089
Financial Gravity Asset Management
Texas
$128K -$242K -4,111 -65%
RA
2090
Ransom Advisory
Rhode Island
$125K +$38.5K +655 +44%
MFA
2091
Morling Financial Advisors
California
$125K +$7.34K +125 +6%
MIM
2092
MTM Investment Management
South Carolina
$125K
SFCL
2093
Strengthening Families & Communities LLC
Massachusetts
$124K +$124K +2,115 New
FCG
2094
Financial Connections Group
California
$124K +$125K +2,125 New
AWM
2095
Aspire Wealth Management
Massachusetts
$123K
FFC
2096
First Financial Corp
Indiana
$123K
SN
2097
Sittner & Nelson
Oregon
$122K
RMC
2098
Resources Management Corp
Connecticut
$120K
CC
2099
Cypress Capital
Tennessee
$119K +$120K +2,035 New
SMA
2100
Sage Mountain Advisors
Georgia
$119K

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.