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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
DAM
2176
Delta Asset Management
Tennessee
$26.6K
VWWMG
2177
Vermillion & White Wealth Management Group
Pennsylvania
$26.6K
DF
2178
DecisionPoint Financial
Arizona
$26K
KFP
2179
Keener Financial Planning
Texas
$26K
IRC
2180
Investors Research Corp
Georgia
$23.7K -$5.58K -95 -19%
MFS
2181
Mattson Financial Services
Michigan
$23.7K +$23.8K +405 New
CAM
2182
Costello Asset Management
Pennsylvania
$23.5K
EPW
2183
Evergreen Private Wealth
Colorado
$22.1K -$10.1K -172 -31%
HR
2184
Howe & Rusling
New York
$21.4K +$10.6K +180 +97%
MIA
2185
MeadowBrook Investment Advisors
Michigan
$21.1K
GLR
2186
Great Lakes Retirement
Ohio
$21.1K +$21.1K +360 New
POIA
2187
Pin Oak Investment Advisors
Texas
$20K -$20.3K -345 -50%
CTB
2188
Country Trust Bank
Illinois
$19.7K +$19.8K +337 New
WWP
2189
WR Wealth Planners
Missouri
$19.4K -$2.7K -46 -12%
Amundi
2190
Amundi
France
$18.6K
SRCM
2191
Signature Resources Capital Management
California
$18.4K +$14.8K +252 +400%
UWS
2192
Unique Wealth Strategies
Illinois
$16.1K +$15.6K +265 New
FNWA
2193
Financial Network Wealth Advisors
Utah
$15.5K +$15.6K +265 New
LTI
2194
Laffer Tengler Investments
Tennessee
$14.9K
KA
2195
Kozak & Associates
Colorado
$14.9K
PCWA
2196
Pacific Capital Wealth Advisors
California
$14.6K
SIM
2197
Studio Investment Management
Illinois
$12.9K +$13K +221 New
CSC
2198
Caldwell Sutter Capital
California
$12.9K
NMG
2199
New Millennium Group
Utah
$12.5K +$12.5K +213 New
GG
2200
Gleason Group
Kentucky
$12.3K +$12.4K +211 New

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.