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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
B
301
Bailard
California
$20.9M +$122K +2,028 +0.6%
GG
302
Greenwood Gearhart
Arkansas
$20.7M +$1.96M +32,444 +11%
CI
303
Conning Inc
Connecticut
$20.6M
TF
304
Tompkins Financial
New York
$20.4M +$270K +4,479 +1%
DA
305
Drake & Associates
Wisconsin
$20.4M +$747K +12,387 +4%
EWA
306
EP Wealth Advisors
California
$20.3M +$3.15M +52,168 +19%
PSCM
307
Per Stirling Capital Management
Texas
$20.1M +$247K +4,094 +1%
CCM
308
Coldstream Capital Management
Washington
$20.1M -$712K -11,813 -4%
HS
309
Horan Securities
United States
$19.9M +$833K +13,812 +5%
SIA
310
Soltis Investment Advisors
Utah
$19.8M +$367K +6,078 +2%
DFA
311
DHJJ Financial Advisors
Illinois
$19.6M -$269K -4,459 -1%
AGA
312
Arkos Global Advisors
Texas
$19.6M +$627K +10,393 +3%
OGF
313
Orin Green Financial
California
$19.5M +$180K +2,977 +1%
PBF
314
Petix & Botte Financial
California
$19.3M +$483K +8,010 +3%
Allspring Global Investments
315
Allspring Global Investments
North Carolina
$19.1M
VFIC
316
Valley Forge Investment Consultants
Pennsylvania
$18.9M +$281K +4,660 +2%
CIAS
317
CFS Investment Advisory Services
New Jersey
$18.8M -$17.4M -288,776 -49%
AEPWM
318
Atlantic Edge Private Wealth Management
Florida
$18.7M +$1.23M +20,453 +7%
SB
319
Simmons Bank
Arkansas
$18.7M -$36.4K -604 -0.2%
LA
320
Lynch & Associates
Indiana
$18.7M +$119K +1,967 +0.7%
GG
321
GenWealth Group
New Jersey
$18.6M +$488K +8,087 +3%
PWM
322
Proathlete Wealth Management
Florida
$18.6M +$988K +16,377 +6%
JSW
323
Journey Strategic Wealth
New Jersey
$18.6M -$25.9K -430 -0.1%
Principal Financial Group
324
Principal Financial Group
Iowa
$18.5M +$209K +3,474 +1%
IF
325
Ironwood Financial
Arizona
$18.5M +$767K +12,711 +4%

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.