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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
MWM
326
Marietta Wealth Management
Georgia
$18.4M +$529K +8,768 +3%
WHG
327
Westwood Holdings Group
Texas
$18.3M +$13.3M +221,244 +304%
WH
328
Whitcomb & Hess
Ohio
$18.3M -$261K -4,333 -1%
LIM
329
Leavell Investment Management
Alabama
$18.3M +$380K +6,295 +2%
APW
330
Acima Private Wealth
Virginia
$18.3M +$266K +4,411 +2%
ST
331
Smithfield Trust
Pennsylvania
$18.2M +$463K +7,676 +3%
AWM
332
AAF Wealth Management
Massachusetts
$18.2M +$97.6K +1,619 +0.6%
NRI
333
NFP Retirement Inc
California
$18M +$644K +10,686 +4%
CIM
334
CIM Investment Management
Pennsylvania
$18M -$106K -1,750 -0.6%
CA
335
Cambridge Advisors
Nebraska
$17.9M +$617K +10,239 +4%
CT
336
Coastline Trust
Rhode Island
$17.8M -$6M -99,455 -26%
PA
337
Pinnacle Associates
New York
$17.7M -$15.1M -251,036 -80%
PWMAG
338
Pinnacle Wealth Management Advisory Group
New Jersey
$17.5M +$40.1K +665 +0.2%
HTIM
339
Harbour Trust & Investment Management
Indiana
$17.3M +$1.24M +20,624 +8%
CFIA
340
Cantor Fitzgerald Investment Advisors
New York
$17.3M +$3.33M +55,302 +25%
FMN
341
Financial Management Network
California
$17.2M +$918K +15,217 +6%
PPW
342
PACK Private Wealth
Minnesota
$17.2M +$377K +6,249 +2%
DWA
343
Divergent Wealth Advisors
Utah
$17M +$585K +9,705 +4%
CASB
344
Cape Ann Savings Bank
Massachusetts
$16.9M +$226K +3,750 +1%
CGA
345
Crescent Grove Advisors
Illinois
$16.9M +$42K +696 +0.3%
BBHC
346
Brown Brothers Harriman & Co
New York
$16.8M +$8.06M +133,589 +98%
MCWS
347
McKinley Carter Wealth Services
West Virginia
$16.7M +$363K +6,022 +2%
IFG
348
Independent Financial Group
California
$16.5M +$437K +7,245 +3%
NPF
349
Norris Perne & French
Michigan
$16.5M +$306K +5,072 +2%
CA
350
Centerpoint Advisors
Massachusetts
$16.4M +$141K +2,335 +0.9%

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.