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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
AA
251
ALPS Advisors
Colorado
$27.1M -$26.5K -440 -0.1%
NFG
252
Nations Financial Group
Iowa
$26.8M +$222K +3,682 +0.9%
RC
253
Randolph Company
Ohio
$26.6M -$30.8K -511 -0.1%
Barclays
254
Barclays
United Kingdom
$26.2M +$5.01M +83,125 +25%
BAMG
255
Brand Asset Management Group
Missouri
$26.1M +$871K +14,445 +4%
SL
256
Salomon & Ludwin
Virginia
$26.1M -$1.51M -25,048 -6%
TPCW
257
TD Private Client Wealth
New York
$25.8M +$597K +9,904 +2%
BPA
258
Beacon Pointe Advisors
California
$25.8M -$1.2M -19,920 -5%
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.7M +$5.43M +89,982 +28%
ACM
260
Arcataur Capital Management
Wisconsin
$25.3M -$86.2K -1,430 -0.4%
ATPW
261
Ashton Thomas Private Wealth
Arizona
$25.1M +$544K +9,024 +2%
KCM
262
Kanawha Capital Management
Virginia
$25M +$13.1K +218 +0.1%
VCM
263
Verde Capital Management
Michigan
$25M +$236K +3,919 +1%
CAI
264
Capital Advisors Inc
Oklahoma
$24.9M -$1.9M -31,478 -7%
CFP
265
Catalyst Financial Partners
Massachusetts
$24.7M +$1.74M +28,845 +8%
IFPL
266
Investments & Financial Planning LLC
Kentucky
$24.6M -$106K -1,766 -0.4%
FWM
267
Fairhaven Wealth Management
Illinois
$24.5M +$112K +1,856 +0.5%
WFA
268
West Financial Advisors
Iowa
$24.4M +$2.4M +39,783 +11%
LP
269
LGL Partners
Pennsylvania
$24.3M +$11.9K +198 +0.1%
BSSFA
270
Baron Silver Stevens Financial Advisors
Florida
$24.3M +$373K +6,193 +2%
FAIM
271
Financial Advocates Investment Management
Washington
$24.3M +$2.16M +35,743 +10%
BWIA
272
Bryant Woods Investment Advisors
New York
$24.2M +$18.6M +309,082 +389%
ASN
273
Advisory Services Network
Georgia
$24.2M
OIA
274
OneDigital Investment Advisors
Kansas
$24.1M +$707K +11,727 +3%
GRP
275
Global Retirement Partners
California
$24M -$630K -10,447 -3%

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.