We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF

2,300 hedge funds and large institutions have $70.5B invested in iShares Core S&P Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,064 increasing their positions, 756 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,514% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $3.12M

214% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 51

41% more repeat investments, than reductions

Existing positions increased: 1,064 | Existing positions reduced: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347353 (+6)

0.03% more ownership

Funds ownership: 77.43%77.46% (+0.03%)

Holders
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
Holding in Top 10
353
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+1.73%
% of All Funds
5.07%
New
160
Increased
1,064
Reduced
756
Closed
51
Calls
$50.4M
Puts
$3.12M
Net Calls
+$47.3M
Net Calls Change
+$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
226
Zions Bancorporation
Utah
$30.2M -$1.18M -19,526 -4%
UFAC
227
Urban Financial Advisory Corp
Illinois
$30.1M -$138K -2,292 -0.5%
MFIM
228
Mesirow Financial Investment Management
Illinois
$30M +$941K +15,601 +3%
CFO
229
Callan Family Office
Pennsylvania
$30M +$2.45M +40,643 +9%
AWM
230
Apollon Wealth Management
South Carolina
$29.9M +$19.8M +327,850 +215%
GLLW
231
Graves Light Lenhart Wealth
Virginia
$29.7M -$2.78M -46,034 -9%
SWM
232
Spire Wealth Management
Virginia
$29.6M -$953K -15,808 -3%
DAS
233
Dynamic Advisor Solutions
Arizona
$29.5M -$113K -1,882 -0.4%
PWM
234
Perigon Wealth Management
California
$29.4M +$142K +2,362 +0.5%
DADC
235
D.A. Davidson & Co
Montana
$29.4M +$120K +1,992 +0.4%
NYLIM
236
New York Life Investment Management
New York
$29.2M +$11M +182,424 +64%
HI
237
Human Investing
Oregon
$29.2M +$314K +5,211 +1%
Charles Schwab
238
Charles Schwab
California
$29.2M -$398K -6,597 -1%
SIC
239
Shoker Investment Counsel
Ohio
$29.1M -$506K -8,399 -2%
Natixis Advisors
240
Natixis Advisors
Massachusetts
$29M +$2.06M +34,170 +8%
YIA
241
YHB Investment Advisors
Connecticut
$28.8M +$336K +5,570 +1%
TPWA
242
TRUE Private Wealth Advisors
Oregon
$28.7M +$1.11M +18,339 +4%
RDFA
243
Ritter Daniher Financial Advisory
Ohio
$28.4M +$546K +9,054 +2%
SC
244
Savant Capital
Illinois
$28.1M +$628K +10,407 +2%
NA
245
Nottingham Advisors
New York
$28.1M -$1.81M -30,072 -6%
CIA
246
Concurrent Investment Advisors
Florida
$28.1M +$1.06M +17,542 +4%
Jane Street
247
Jane Street
New York
$27.9M +$24.6M +408,083 +1,032%
BHWM
248
Bar Harbor Wealth Management
New Hampshire
$27.8M +$221K +3,664 +0.8%
VFPW
249
Vantage Financial Partners (Wisconsin)
Wisconsin
$27.7M +$2.12M +35,205 +9%
WAS
250
Wealth Advisory Solutions
Indiana
$27.4M -$2.13M -35,367 -7%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q3 2024, worth a combined $70.5B — up 9.6% from $64.3B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new IJH positions and 51 closed out — a net gain of 109 holders — while 1,064 added to existing stakes and 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 in Q2 2024.
  • Funds reported $70.5B of iShares Core S&P Mid-Cap ETF stock for Q3 2024, up 9.6% quarter-over-quarter.
  • 160 funds opened new iShares Core S&P Mid-Cap ETF positions in Q3 2024 and 51 closed out, a net change of +109 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q3 2024 was Raymond James & Associates, an estimated $520M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q3 2024 was Strategic Financial Concepts, an estimated $247M sold.

Based on aggregated 13F filings for Q3 2024.