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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
T
2101
Tidemark
California
$116K -$50.9K -866 -30%
CMBA
2102
C.M. Bidwell & Associates
Hawaii
$116K
Bank Julius Baer & Co
2103
Bank Julius Baer & Co
Switzerland
$115K -$11.8K -200 -10%
FDCP
2104
Foster Dykema Cabot & Partners
Massachusetts
$113K
HH
2105
HWG Holdings
Texas
$111K +$111K +1,897 New
EWP
2106
Elevation Wealth Partners
California
$111K +$529 +9 +0.5%
MRCM
2107
M&R Capital Management
New Jersey
$111K +$176 +3 +0.2%
MFA
2108
McClarren Financial Advisors
Pennsylvania
$108K -$129K -2,201 -93%
YDMI
2109
Y.D. More Investments
Israel
$108K
HIIFS
2110
Harel Insurance Investments & Financial Services
Israel
$103K
DMIC
2111
Dixon Mitchell Investment Counsel
British Columbia, Canada
$102K
LFG
2112
Larson Financial Group
Missouri
$102K -$5.35K -91 -5%
OW
2113
Olistico Wealth
Oklahoma
$99.8K +$100K +1,705 New
AWM
2114
AllSquare Wealth Management
New York
$99.5K +$21.7K +370 +28%
TFA
2115
Toth Financial Advisory
Virginia
$99.2K
IGWM
2116
ICA Group Wealth Management
Colorado
$99.2K -$2.03M -34,632 -95%
JFG
2117
JDM Financial Group
Texas
$99.2K +$37.9K +645 +61%
BA
2118
Ballast Advisors
Minnesota
$98.9K
AT
2119
Avalon Trust
New Mexico
$96.9K
RIL
2120
Rothschild Investment LLC
Illinois
$92.2K
ATC
2121
Advantage Trust Company
Kansas
$88.4K
WAM
2122
WFA Asset Management
Wisconsin
$87.5K
PP
2123
PrairieView Partners
Minnesota
$86K
WIM
2124
Westside Investment Management
California
$83.5K -$13.2K -225 -14%
KFS
2125
Kelly Financial Services
Massachusetts
$79K -$4.7K -80 -6%

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.