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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
MFC
376
Mechanics Financial Corp
Ohio
$15M -$44.9K -745 -0.3%
PIC
377
Platt Investment Counsel
Florida
$15M +$115K +1,902 +0.8%
TCM
378
Towercrest Capital Management
Pennsylvania
$15M -$1.67M -27,647 -10%
GIA
379
Gladstone Institutional Advisory
Florida
$14.8M +$843K +13,980 +6%
ODIJL
380
One Day In July LLC
Vermont
$14.8M -$4.35M -72,077 -23%
FWA
381
FSM Wealth Advisors
Ohio
$14.7M +$1.45M +24,082 +11%
WAG
382
Winthrop Advisory Group
Massachusetts
$14.6M +$272K +4,516 +2%
BCI
383
Brinker Capital Investments
Pennsylvania
$14.6M +$750K +12,438 +6%
OPS
384
Orion Portfolio Solutions
Nebraska
$14.6M +$750K +12,438 +6%
BFS
385
Burkett Financial Services
South Carolina
$14.6M +$358K +5,943 +3%
CWA
386
Clarity Wealth Advisors
California
$14.5M +$632K +10,483 +5%
AA
387
Argent Advisors
Louisiana
$14.5M +$152K +2,513 +1%
AFS
388
Aft Forsyth & Sober
Florida
$14.4M -$98K -1,625 -0.7%
HSWM
389
Hubbell Strickland Wealth Management
Louisiana
$14.3M +$108K +1,790 +0.8%
FIM
390
Freedom Investment Management
Connecticut
$14.2M -$1.55M -25,669 -10%
PCFFS
391
Pacific Center for Financial Services
California
$14.2M +$340K +5,630 +3%
PP
392
PDS Planning
Ohio
$14.1M -$38.2M -633,165 -74%
SMC
393
Smith, Moore & Co
Missouri
$14.1M +$602K +9,986 +5%
EFM
394
Eley Financial Management
Vermont
$14.1M +$6.81K +113 +0.1%
WCM
395
Windsor Capital Management
Arizona
$14M +$155K +2,569 +1%
AIP
396
Ameritas Investment Partners
Nebraska
$14M -$1.87M -31,043 -12%
AFA
397
American Financial Advisors
Georgia
$14M -$444K -7,368 -3%
RF
398
Robinswood Financial
Washington
$13.9M +$436K +7,238 +3%
IWMA
399
Ironwood Wealth Management (Arizona)
Arizona
$13.8M +$372K +6,161 +3%
TCM
400
Traynor Capital Management
Pennsylvania
$13.8M +$1.99M +33,040 +18%

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.