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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
SC
2151
Swan Capital
Florida
$43K +$43.2K +735 New
SWC
2152
Spectrum Wealth Counsel
Indiana
$43K -$69.3K -1,180 -62%
RCM
2153
Rain Capital Management
Oregon
$39.1K
FIM
2154
FWL Investment Management
Texas
$38.9K +$39.1K +665 New
LI
2155
LRI Investments
Florida
$37.7K +$25.3K +430 +200%
IF
2156
Integrity Financial
Wyoming
$36.9K
TWD
2157
True Wealth Design
Ohio
$36.6K
HCP
2158
Hexagon Capital Partners
Arkansas
$34.7K -$11.9K -203 -25%
LFA
2159
Legend Financial Advisors
Pennsylvania
$34.5K
DWA
2160
Dougherty Wealth Advisers
Minnesota
$34.4K -$8.34K -142 -19%
RCM
2161
Raleigh Capital Management
North Carolina
$34.4K +$117 +2 +0.3%
SIS
2162
Strategic Investment Solutions
Illinois
$34.4K +$32.6K +555 New
NFSG
2163
Newbridge Financial Services Group
Florida
$34.2K -$28K -476 -45%
KFO
2164
Kopp Family Office
Minnesota
$33K
EA
2165
Evolution Advisers
Virginia
$33K +$705 +12 +2%
PA
2166
Pineridge Advisors
Missouri
$32.4K -$103K -1,761 -76%
SFC
2167
SYM Financial Corp
Indiana
$32.4K +$5.82K +99 +22%
AFWM
2168
Abich Financial Wealth Management
Virginia
$32.2K -$179K -3,050 -85%
AAP
2169
Arax Advisory Partners
Colorado
$32.1K +$59 +1 +0.2%
BC
2170
Belmont Capital
California
$31.9K +$32K +545 New
EWA
2171
Elevate Wealth Advisory
Georgia
$31.6K
MSFP
2172
Mark Sheptoff Financial Planning
Connecticut
$29.6K
WAG
2173
Wiser Advisor Group
Arizona
$27.8K -$13.5K -229 -32%
BAM
2174
Byrne Asset Management
New Jersey
$27.7K
DCM
2175
Davis Capital Management
Florida
$27K

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.