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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
LWA
2126
Lowe Wealth Advisors
Maryland
$77.9K +$72K +1,226 +1,168%
Optiver Holding
2127
Optiver Holding
Netherlands
$75.7K -$23.3K -396 -23%
FCMT
2128
Founders Capital Management (Texas)
Texas
$74.6K
MWA
2129
Moser Wealth Advisors
Washington
$74.6K
SIC
2130
SJS Investment Consulting
Ohio
$74.4K
KWAG
2131
Kiely Wealth Advisory Group
North Carolina
$73.4K +$23.4K +399 +47%
LOIP
2132
Live Oak Investment Partners
Texas
$72.3K
GCM
2133
Gables Capital Management
Florida
$69.9K
WOC
2134
West Oak Capital
California
$67.3K
BCM
2135
Blume Capital Management
California
$62.3K
WBC
2136
West Branch Capital
Massachusetts
$59.4K +$59 +1 +0.1%
CTC
2137
Cetera Trust Company
Minnesota
$58.5K
FFA
2138
Fairfield Financial Advisors
Massachusetts
$57.6K +$57.9K +985 New
CMP
2139
Coston McIsaac & Partners
Maine
$56K
DWS
2140
Dynamic Wealth Strategies
California
$56K
RBC
2141
Roble Belko & Company
Pennsylvania
$56K +$176 +3 +0.3%
ACA
2142
Atlas Capital Advisors
Wyoming
$54.7K
RWPA
2143
Richard W. Paul & Associates
Michigan
$54.4K -$352 -6 -0.6%
PWM
2144
Provident Wealth Management
Tennessee
$53.3K
APW
2145
Atlantic Private Wealth
North Carolina
$51.2K
BCMLT
2146
Beacon Capital Management LLC (Tennessee)
Tennessee
$50.6K +$4.99K +85 +11%
BHWM
2147
Beaird Harris Wealth Management
Texas
$49.2K +$49.3K +840 New
IBOK
2148
Independence Bank of Kentucky
Kentucky
$46.1K +$9.58K +163 +26%
CICI
2149
Capital Investment Counsel Inc
North Carolina
$45.9K
BAM
2150
Bellevue Asset Management
Washington
$43.9K

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.