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iShares Core S&P Mid-Cap ETF
IJH

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: 2,217 → 2,300 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347 → 353 (+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

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$520M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
4
UBS Group
UBS Group
Switzerland
+$166M
5
IAIM
International Assets Investment Management
Florida
+$103M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$247M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$233M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$114M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
HI
Horizon Investments
North Carolina
-$99.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
351
Marino Stram & Associates
Massachusetts
$16.2M +$320K +5,313 +2%
AWM
352
Avondale Wealth Management
Texas
$16.2M +$359K +5,950 +2%
FNT
353
First Nebraska Trust
Nebraska
$16.2M +$82.2K +1,363 +0.5%
SF
354
Symphony Financial
Texas
$15.9M +$96.3K +1,597 +0.6%
1SB
355
1ST Source Bank
Indiana
$15.8M +$46.6K +773 +0.3%
LPAM
356
Lodestar Private Asset Management
California
$15.8M -$414K -6,872 -3%
AMG
357
Asset Management Group
Connecticut
$15.7M +$489K +8,114 +3%
JWBC
358
J.W. Burns & Co
New York
$15.7M +$283K +4,689 +2%
CWAF
359
Core Wealth Advisors (Florida)
Florida
$15.7M +$142K +2,351 +0.9%
IA
360
IFG Advisory
Georgia
$15.6M +$492K +8,155 +3%
TWP
361
Tower Wealth Partners
Pennsylvania
$15.5M +$27K +447 +0.2%
KLI
362
Kelman-Lazarov Inc
Tennessee
$15.5M +$302K +5,000 +2%
EFA
363
Evernest Financial Advisors
Indiana
$15.5M +$326K +5,407 +2%
CNC
364
Citizens & Northern Corp
Pennsylvania
$15.4M +$1.82M +30,261 +14%
TCOV
365
Trust Company of Vermont
Vermont
$15.4M +$170K +2,827 +1%
GSWM
366
Greenup Street Wealth Management
Michigan
$15.4M +$4.02M +66,739 +37%
KPWS
367
Kestra Private Wealth Services
Texas
$15.4M -$5.59M -92,663 -27%
TAM
368
Titleist Asset Management
Texas
$15.3M +$1.43M +23,688 +11%
TCBWMS
369
Texas Capital Bank Wealth Management Services
Texas
$15.3M +$107K +1,774 +0.7%
PAS
370
Park Avenue Securities
New York
$15.2M +$1.05M +17,442 +8%
SFA
371
Sequoia Financial Advisors
Ohio
$15.2M -$635K -10,537 -4%
CFFNO
372
Common Fund For Nonprofit Organizations
Connecticut
$15.1M +$14.7M +243,100 New
FWM
373
FFT Wealth Management
Pennsylvania
$15.1M -$38.7K -642 -0.3%
MA
374
Montag & Associates
Georgia
$15.1M -$130K -2,154 -0.9%
GPA
375
Guidance Point Advisors
Massachusetts
$15M +$214K +3,556 +1%
13 14
15
16 17

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.