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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
EW
2251
Evoke Wealth
California
-$1.87M -30,713 Closed
MHS
2252
M Holdings Securities
Oregon
-$1.74M -28,677 Closed
FTUS
2253
Flow Traders U.S.
New York
-$1.41M -23,232 Closed
KFGK
2254
Keystone Financial Group (Kentucky)
Kentucky
-$1.4M -23,018 Closed
JWWM
2255
Johnson & White Wealth Management
Pennsylvania
-$1.05M -17,281 Closed
EBSAM
2256
Eubel Brady & Suttman Asset Management
Ohio
-$991K -16,315 Closed
CBFP
2257
Cedar Brook Financial Partners
Ohio
-$957K -15,761 Closed
GSC
2258
Ground Swell Capital
South Carolina
-$941K -15,489 Closed
Simplex Trading
2259
Simplex Trading
Illinois
-$908K -14,954 Closed
NB
2260
Northwest Bancshares
Pennsylvania
-$897K -14,775 Closed
ACM
2261
Andina Capital Management
Utah
-$891K -14,676 Closed
HIC
2262
Hartline Investment Corp
Illinois
-$841K -13,853 Closed
EWM
2263
Executive Wealth Management
Michigan
-$778K -12,889 Closed
BP
2264
BBR Partners
New York
-$688K -11,319 Closed
SAW
2265
Signal Advisors Wealth
Michigan
-$667K -10,973 Closed
BWM
2266
BCS Wealth Management
Tennessee
-$602K -9,918 Closed
RB
2267
Renasant Bank
Mississippi
-$498K -8,195 Closed
RCM
2268
Radnor Capital Management
Pennsylvania
-$481K -7,920 Closed
SPI
2269
Sutton Place Investors
New York
-$480K -7,910 Closed
JPG
2270
Jordan Park Group
California
-$471K -7,755 Closed
LAIC
2271
Lederer & Associates Investment Counsel
California
-$471K -7,750 Closed
SB
2272
Sunflower Bank
Texas
-$430K -7,080 Closed
DFG
2273
Delta Financial Group
New Jersey
-$391K -6,439 Closed
BFG
2274
Berger Financial Group
Minnesota
-$383K -6,308 Closed
Toronto Dominion Bank
2275
Toronto Dominion Bank
Ontario, Canada
-$364K -5,990 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.