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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
Rafferty Asset Management
2226
Rafferty Asset Management
New York
-$55.8M -918,486 Closed
SPP
2227
Single Point Partners
Massachusetts
-$43.3M -713,081 Closed
TRCT
2228
Tower Research Capital (TRC)
New York
-$18.3M -301,461 Closed
LNC
2229
Lincoln National Corp
Pennsylvania
-$18.1M -297,613 Closed
HF
2230
HRT Financial
New York
-$16.3M -267,972 Closed
AIA
2231
Angeles Investment Advisors
California
-$14.1M -232,000 Closed
CA
2232
CoreCap Advisors
Michigan
-$12.3M -201,792 Closed
PS
2233
Portfolio Strategies
New York
-$11.6M -190,902 Closed
MWM
2234
Meridian Wealth Management
Kentucky
-$10.6M -173,497 Closed
AWC
2235
Abundance Wealth Counselors
Pennsylvania
-$9.81M -161,458 Closed
LSERS
2236
Louisiana State Employees Retirement System
Louisiana
-$8.35M -137,545 Closed
NSB
2237
Norway Savings Bank
Maine
-$6.68M -109,976 Closed
TSS
2238
Two Sigma Securities
New York
-$4.53M -74,539 Closed
SFMG
2239
Sage Financial Management Group
Virginia
-$4.33M -71,316 Closed
UBS AM
2240
UBS AM
Illinois
-$4.29M -70,549 Closed
LWMNY
2241
Landmark Wealth Management (New York)
New York
-$4.11M -67,629 Closed
LNWTC
2242
Laird Norton Wetherby Trust Company
Washington
-$3.94M -64,825 Closed
CB
2243
Cadence Bank
Mississippi
-$3.21M -52,891 Closed
Wolverine Trading
2244
Wolverine Trading
Illinois
-$3.14M -51,705 Closed
SIAS
2245
Summit Investment Advisory Services
Minnesota
-$3.05M -50,246 Closed
IMC Chicago
2246
IMC Chicago
Illinois
-$2.87M -47,321 Closed
PPP
2247
Private Portfolio Partners
New Jersey
-$2.76M -45,454 Closed
ACM
2248
Ategra Capital Management
Virginia
-$2.13M -34,996 Closed
NL
2249
NWAM LLC
Washington
-$1.96M -32,639 Closed
CWM
2250
Campbell Wealth Management
Virginia
-$1.96M -32,260 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.