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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
KFP
426
KMG Fiduciary Partners
Ohio
$12.7M +$11.7M +193,568 +1,935%
SQA
427
Simon Quick Advisors
New Jersey
$12.7M +$129K +2,135 +1%
GGS
428
Galvin Gaustad & Stein
Arizona
$12.6M +$236K +3,913 +2%
MWM
429
Meridian Wealth Management
Kentucky
$12.5M +$12.1M +200,971 New
D.E. Shaw & Co
430
D.E. Shaw & Co
New York
$12.4M +$9.61M +159,352 +395%
JMFC
431
J.M. Forbes & Co
Massachusetts
$12.4M -$11.5K -190 -0.1%
PW
432
Peninsula Wealth
California
$12.4M +$635K +10,534 +6%
GWAM
433
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.1M +$482K +7,991 +4%
RWMH
434
Riverpoint Wealth Management Holdings
Illinois
$12.1M +$210K +3,489 +2%
ANTB
435
AMG National Trust Bank
Colorado
$12M -$2.16M -35,863 -16%
SF
436
Summit Financial
New Jersey
$12M +$6.83M +113,240 +144%
RSWM
437
Robertson Stephens Wealth Management
California
$12M +$10.3M +171,467 +844%
EWA
438
Encompass Wealth Advisors
Oregon
$11.9M +$201K +3,340 +2%
PP
439
Pegasus Partners
Wisconsin
$11.9M -$370K -6,129 -3%
WT
440
Washington Trust
Rhode Island
$11.9M +$1.42M +23,527 +14%
HR
441
Hardy Reed
Mississippi
$11.8M -$48.2K -800 -0.4%
AF
442
Affiance Financial
Minnesota
$11.8M -$246K -4,082 -2%
GA
443
GFS Advisors
Texas
$11.8M +$10.9M +180,229 +1,999%
RSA
444
River Street Advisors
Illinois
$11.7M +$136K +2,262 +1%
MBT
445
Montecito Bank & Trust
California
$11.7M -$60.8K -1,008 -0.5%
DCM
446
Dupont Capital Management
Delaware
$11.6M +$4.84M +80,314 +75%
HP
447
Hilltop Partners
Indiana
$11.6M +$6.32M +104,860 +128%
MWP
448
Madison Wealth Partners
Wisconsin
$11.6M +$146K +2,417 +1%
HCM
449
Highview Capital Management
Illinois
$11.5M +$517K +8,573 +5%
SFP
450
Sandbox Financial Partners
Maryland
$11.4M +$508K +8,432 +5%

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.