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iShares Core S&P Mid-Cap ETF
IJH

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: 2,224 → 2,218 (-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: 355 → 347 (-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

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$647M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$325M
3
SFC
Strategic Financial Concepts
Texas
+$239M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$188M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$99.4M

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$72.6M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$55.8M
3
MERSOM
Municipal Employees' Retirement System of Michigan
Michigan
-$55.3M
4
Fidelity International
Fidelity International
Bermuda
-$54.3M
5
Ameriprise
Ameriprise
Minnesota
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.88B +$188M +3,196,592 +3%
Bank of America
2
Bank of America
North Carolina
$3.75B -$36.6M -623,415 -1%
Wells Fargo
3
Wells Fargo
California
$2.85B -$18.2M -309,980 -0.6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$2.82B -$3.34M -56,913 -0.1%
LPL Financial
5
LPL Financial
California
$2.34B +$89.5M +1,523,264 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$2.31B +$85.6M +1,457,367 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$2.08B +$325M +5,526,859 +18%
Morgan Stanley
8
Morgan Stanley
New York
$2B -$10.8M -183,204 -0.5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.42B +$647M +11,011,385 +83%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.3B +$59M +1,003,793 +5%
UBS Group
11
UBS Group
Switzerland
$1.29B -$2.19M -37,263 -0.2%
BlackRock
12
BlackRock
New York
$1.23B +$59.2M +1,006,970 +5%
Northern Trust
13
Northern Trust
Illinois
$1.15B +$57.8M +983,974 +5%
RJA
14
Raymond James & Associates
Florida
$1.1B +$12.7M +216,899 +1%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$957M +$23.5M +399,884 +3%
Goldman Sachs
16
Goldman Sachs
New York
$746M -$14.7M -249,623 -2%
Mariner
17
Mariner
Kansas
$699M +$15.5M +264,511 +2%
FCAS
18
First Command Advisory Services
Texas
$635M +$138K +2,344 +0%
AA
19
Acorns Advisers
California
$600M +$24.2M +411,488 +4%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$591M +$99.4M +1,691,272 +20%
Ameriprise
21
Ameriprise
Minnesota
$554M -$53.9M -917,348 -9%
KeyBank National Association
22
KeyBank National Association
Ohio
$532M -$1.06M -18,034 -0.2%
Financial Engines Advisors
23
Financial Engines Advisors
California
$519M -$8.09M -137,690 -2%
Truist Financial
24
Truist Financial
North Carolina
$451M -$20M -340,744 -4%
CCA
25
Catalyst Capital Advisors
New York
$451M +$23.4M +397,533 +5%
1
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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.