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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
HW
201
Hancock Whitney
Mississippi
$32.5M +$62.6K +1,065 +0.2%
CWA
202
CJM Wealth Advisers
Virginia
$32.3M +$16K +272 +0%
BFA
203
Beaumont Financial Advisors
Massachusetts
$32.2M -$299K -5,083 -0.9%
W
204
Wealthquest
Ohio
$32M +$1.59M +27,087 +5%
BFM
205
Boston Financial Management
Massachusetts
$31.7M -$166K -2,820 -0.5%
HI
206
Hudock Inc
Pennsylvania
$31.4M +$825K +14,047 +3%
CIA
207
Capital Investment Advisors
Georgia
$31.3M -$665K -11,315 -2%
OC
208
Oppenheimer & Co
New York
$31.3M +$1.44M +24,555 +5%
NC
209
NewSquare Capital
Pennsylvania
$31.1M +$1.48M +25,250 +5%
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$30.9M -$190K -3,239 -0.6%
OSNBOA
211
Old Second National Bank of Aurora
Illinois
$30.5M +$1.13M +19,159 +4%
GLLW
212
Graves Light Lenhart Wealth
Virginia
$30.3M +$579K +9,853 +2%
UCFA
213
United Capital Financial Advisors
Texas
$30M -$1.39M -23,655 -4%
DT
214
Diversified Trust
Tennessee
$29.8M -$18.2K -310 -0.1%
Ensign Peak Advisors
215
Ensign Peak Advisors
Utah
$29.7M -$17.4M -296,126 -37%
ZB
216
Zions Bancorporation
Utah
$29.5M -$2.77M -47,169 -9%
ECG
217
Edge Capital Group
Georgia
$28.8M -$728K -12,400 -2%
BA
218
Bristlecone Advisors
Washington
$28.6M +$140K +2,384 +0.5%
SWM
219
Spire Wealth Management
Virginia
$28.5M -$1.26M -21,379 -4%
UFAC
220
Urban Financial Advisory Corp
Illinois
$28.4M -$444K -7,560 -2%
NA
221
Nottingham Advisors
New York
$28.1M -$192K -3,266 -0.7%
DAS
222
Dynamic Advisor Solutions
Arizona
$27.8M +$4.62M +78,558 +20%
SIC
223
Shoker Investment Counsel
Ohio
$27.8M -$1.03M -17,525 -4%
Charles Schwab
224
Charles Schwab
California
$27.8M -$24.8M -422,792 -47%
WAS
225
Wealth Advisory Solutions
Indiana
$27.8M -$30.8K -525 -0.1%

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.