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iShares Core S&P Mid-Cap ETF

2,301 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, 757 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: 757

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.2B)

4% more funds holding

Funds holding: 2,2182,301 (+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
2,301
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.04%
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
757
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
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$13.7M -$1.53M -25,303 -10%
AA
402
Ancora Advisors
Ohio
$13.7M -$123K -2,036 -0.9%
BFP
403
Beacon Financial Planning
Massachusetts
$13.7M -$473K -7,840 -3%
PWP
404
Precedent Wealth Partners
Texas
$13.6M -$116K -1,930 -0.9%
AWP
405
Accretive Wealth Partners
New Jersey
$13.2M -$111K -1,840 -0.9%
CIBC World Market
406
CIBC World Market
Ontario, Canada
$13.1M -$175K -2,903 -1%
PAI
407
Pittenger & Anderson Inc
Nebraska
$13.1M +$652K +10,805 +5%
TCWA
408
Turtle Creek Wealth Advisors
Texas
$13.1M +$356K +5,901 +3%
CF
409
Centaurus Financial
California
$13.1M -$321K -5,320 -2%
AIA
410
Armor Investment Advisors
North Carolina
$13.1M +$901K +14,947 +8%
CTA
411
Colonial Trust Advisors
South Carolina
$13M +$441K +7,321 +4%
LC
412
LTG Capital
Massachusetts
$13M +$380K +6,299 +3%
FWTB
413
First Western Trust Bank
Colorado
$13M -$725K -12,027 -5%
NCM
414
Neumann Capital Management
California
$13M -$721K -11,948 -5%
WWM
415
Western Wealth Management
Colorado
$13M +$270K +4,473 +2%
CA
416
CoreCap Advisors
Michigan
$12.9M +$12.5M +207,454 New
CWA
417
Consilio Wealth Advisors
Washington
$12.9M +$888K +14,721 +8%
ACGA
418
Atlanta Consulting Group Advisors
Georgia
$12.8M -$3.99M -66,089 -24%
COPPSERS
419
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$12.8M +$1.96M +32,469 +19%
ACM
420
Advisors Capital Management
New Jersey
$12.8M -$1.68M -27,811 -12%
IW
421
Instrumental Wealth
Florida
$12.7M +$261K +4,335 +2%
HAS
422
Holland Advisory Services
Florida
$12.7M +$1M +16,626 +9%
SP
423
SWS Partners
Ohio
$12.7M +$267K +4,426 +2%
WPW
424
Waldron Private Wealth
Pennsylvania
$12.7M +$3.93M +65,162 +47%
CICC
425
Capital Investment Counsel (Colorado)
Colorado
$12.7M +$212K +3,519 +2%

IJH Hedge Fund Activity: Q3 2024 in Review

2,301 of the 6,965 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 757 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,301 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,218 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.