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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
PP
2201
PFS Partners
New Jersey
$12.2K +$59 +1 +0.5%
GWM
2202
Grand Wealth Management
Michigan
$10.5K
ZRP
2203
Zynergy Retirement Planning
New Jersey
$10.2K +$10.3K +175 New
C
2204
Covestor
United Kingdom
$9K +$1.65K +28 +23%
EBA
2205
Eagle Bay Advisors
New York
$7.61K
FMP
2206
Financial Management Professionals
Texas
$7K -$31.8K -542 -82%
PFA
2207
Pathway Financial Advisers
Indiana
$6.88K +$59 +1 +0.9%
GPFA
2208
Game Plan Financial Advisors
Ohio
$5.27K -$8.52K -145 -62%
HWP
2209
Highline Wealth Partners
California
$4.41K
TVWM
2210
Tower View Wealth Management
Wisconsin
$4.28K
CAM
2211
Clarity Asset Management
Iowa
$4.2K
FFL
2212
Financial Freedom LLC
Ohio
$3.36K
ACB
2213
Aristotle Capital Boston
Massachusetts
$3.32K -$1.12K -19 -25%
DWM
2214
Dogwood Wealth Management
Kansas
$1.17K +$1.18K +20 New
SGC
2215
Slocum, Gordon & Co
Rhode Island
$1.11K +$1.12K +19 New
FHC
2216
First Heartland Consultants
Missouri
$1.05K +$68.2K +1,161 +7%
AA
2217
AlphaMark Advisors
Kentucky
$1K +$940 +16 New
GC
2218
Gould Capital
Washington
$936 +$940 +16 New
BIM
2219
Breakwater Investment Management
Washington
$878
BGAI
2220
Bruce G. Allen Investments
Colorado
$585 +$587 +10 New
NMM
2221
Naples Money Management
Florida
$580
IFAM
2222
Institutional & Family Asset Management
Colorado
$68 +$59 +1 New
BFS
2223
Bare Financial Services
Pennsylvania
$53 +$59 +1 New
CYG
2224
Clean Yield Group
Vermont
$1
Janney Montgomery Scott
2225
Janney Montgomery Scott
Pennsylvania
-$72.6M -1,194,583 Closed

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.