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
SA
276
Sanctuary Advisors
Indiana
$23.6M +$547K +9,071 +3%
TCM
277
Twele Capital Management
Minnesota
$23.5M +$486K +8,065 +2%
CRC
278
Curi RMB Capital
Illinois
$23.4M +$248K +4,118 +1%
ABWM
279
Alpine Bank Wealth Management
Colorado
$23.2M +$22.4M +371,983 New
NA
280
NewEdge Advisors
Louisiana
$23.2M -$1.28M -21,227 -5%
SPC
281
Sigma Planning Corp
Michigan
$23.1M -$3.96M -65,705 -15%
NHFG
282
New Harbor Financial Group
Massachusetts
$23.1M +$22.4M +370,626 New
FWIA
283
Fort Washington Investment Advisors
Ohio
$22.9M +$13.6M +225,940 +160%
KWMG
284
King Wealth Management Group
Florida
$22.6M +$196K +3,245 +0.9%
ISB
285
Iowa State Bank
Iowa
$22.5M +$1.42M +23,573 +7%
TC
286
Trilogy Capital
California
$22.2M +$268K +4,438 +1%
ATC
287
Argent Trust Co
Tennessee
$22.1M -$420K -6,962 -2%
EBT
288
Enterprise Bank & Trust
Massachusetts
$22.1M -$63.9K -1,060 -0.3%
HCA
289
Horan Capital Advisors
Ohio
$22M -$137K -2,272 -0.6%
GT
290
Glenmede Trust
Pennsylvania
$21.9M -$514K -8,531 -2%
CC
291
Courier Capital
New York
$21.7M +$2.09M +34,678 +11%
JA
292
JVL Associates
Michigan
$21.7M -$1.39M -23,096 -6%
GT
293
Glenview Trust
Kentucky
$21.5M +$581K +9,631 +3%
MAM
294
Madison Asset Management
Wisconsin
$21.3M -$216K -3,578 -1%
AWM
295
Altus Wealth Management
Kentucky
$21.2M -$144K -2,391 -0.7%
FNT
296
First National Trust
Pennsylvania
$21.1M -$309K -5,121 -1%
PAM
297
Peninsula Asset Management
Florida
$21M +$227K +3,760 +1%
MOACM
298
Mutual of America Capital Management
New York
$20.9M +$4.63M +76,800 +30%
MSA
299
Mason Street Advisors
Wisconsin
$20.9M
PFPT
300
Pinnacle Financial Partners (Tennessee)
Tennessee
$20.9M +$513K +8,499 +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.