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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
GFG
2276
GR Financial Group
Arizona
-$339K -5,575 Closed
HWP
2277
Hibernia Wealth Partners
Louisiana
-$327K -5,379 Closed
OWM
2278
OneAscent Wealth Management
Alabama
-$320K -5,269 Closed
CAM
2279
Crestone Asset Management
Colorado
-$313K -5,150 Closed
BW
2280
BIP Wealth
Georgia
-$301K -4,960 Closed
AFA
2281
Alpha Financial Advisors
North Carolina
-$284K -4,672 Closed
PFG
2282
Peterson Financial Group
Iowa
-$283K -4,657 Closed
LC
2283
Landaas & Company
Wisconsin
-$274K -4,516 Closed
DWA
2284
Delap Wealth Advisory
Oregon
-$265K -4,359 Closed
BAG
2285
Bridgewealth Advisory Group
California
-$264K -4,350 Closed
SF
2286
Slagle Financial
Illinois
-$264K -4,342 Closed
CAM
2287
Clark Asset Management
New Hampshire
-$246K -4,050 Closed
SL
2288
Summitry LLC
California
-$243K -4,000 Closed
WWS
2289
Wellington Wealth Strategies
Indiana
-$241K -3,975 Closed
CIC
2290
Chilton Investment Company
Connecticut
-$237K -3,900 Closed
CMI
2291
Clare Market Investments
Texas
-$234K -3,850 Closed
HFRG
2292
Houlihan Financial Resource Group
Virginia
-$233K -3,830 Closed
CAM
2293
Concorde Asset Management
Michigan
-$232K -3,824 Closed
AMG
2294
Advisors Management Group
Wisconsin
-$229K -3,773 Closed
DFA
2295
DHK Financial Advisors
New Hampshire
-$228K -3,750 Closed
CPCP
2296
Cedar Point Capital Partners
Iowa
-$223K -3,665 Closed
CVA
2297
Central Valley Advisors
California
-$221K -3,631 Closed
BNP Paribas Financial Markets
2298
BNP Paribas Financial Markets
France
-$214K -3,524 Closed
WWM
2299
Waterway Wealth Management
Texas
-$211K -3,475 Closed
RA
2300
Rodgers & Associates
Pennsylvania
-$210K -3,450 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.