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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
MFWP
2301
Mosaic Family Wealth Partners
Missouri
-$209K -3,440 Closed
NPT
2302
Nixon Peabody Trust
Massachusetts
-$208K -3,430 Closed
ML
2303
McAdam LLC
Pennsylvania
-$208K -3,418 Closed
PHAM
2304
Palisades Hudson Asset Management
Florida
-$207K -3,405 Closed
Two Sigma Investments
2305
Two Sigma Investments
New York
-$207K -3,400 Closed
FVCM
2306
F&V Capital Management
Florida
-$203K -3,350 Closed
FDS
2307
Freedom Day Solutions
Texas
-$203K -3,344 Closed
HIG
2308
Heritage Investment Group
Florida
-$203K -3,340 Closed
SFP
2309
Strategic Financial Planning
Texas
-$203K -3,339 Closed
RWS
2310
Resolute Wealth Strategies
Mississippi
-$202K -3,331 Closed
NAMM
2311
NorthStar Asset Management (Massachusetts)
Massachusetts
-$202K -3,330 Closed
FAM
2312
Formidable Asset Management
Ohio
-$202K -3,325 Closed
TAM
2313
TCP Asset Management
Ohio
-$202K -3,325 Closed
SCM
2314
SCS Capital Management
Massachusetts
-$200K -3,300 Closed
GIA
2315
Goodwin Investment Advisory
Georgia
-$140K -2,305 Closed
CWM
2316
CarsonAllaria Wealth Management
Illinois
-$115K -1,900 Closed
IPW
2317
Impact Partnership Wealth
Georgia
-$88.4K -1,455 Closed
NCTC
2318
New Covenant Trust Company
Indiana
-$73.2K -1,205 Closed
WIC
2319
Woodmont Investment Counsel
Tennessee
-$64.7K -1,065 Closed
TWP
2320
TFO Wealth Partners
Ohio
-$31K -510 Closed
TC
2321
Truvestments Capital
Florida
-$23.4K -385 Closed
KIG
2322
Kessler Investment Group
Indiana
-$9.11K -150 Closed
CCM
2323
Copeland Capital Management
Pennsylvania
-$6.51K -107 Closed
ACA
2324
American Capital Advisory
Idaho
-$2.75K -11 Closed
RS
2325
Rakuten Securities
Japan
-$304 -5 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.