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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
FBT
451
First Bank & Trust
South Dakota
$11.4M +$48.2K +800 +0.4%
RAM
452
Riggs Asset Management
Pennsylvania
$11.3M +$91.7K +1,520 +0.8%
AF
453
Advisornet Financial
Minnesota
$11.3M +$2.15M +35,584 +24%
MFA
454
Mayflower Financial Advisors
Massachusetts
$11.3M -$380K -6,298 -3%
CIA
455
Choate Investment Advisors
Massachusetts
$11.2M
VCM
456
Vision Capital Management
Oregon
$11.2M -$224K -3,711 -2%
MM
457
Meridian Management
Arkansas
$11.1M +$1.13M +18,790 +12%
Brown Advisory
458
Brown Advisory
Maryland
$11.1M +$463K +7,682 +4%
MWM
459
MTC Wealth Management
Florida
$11.1M -$153K -2,539 -1%
ACP
460
Arcus Capital Partners
Georgia
$11.1M -$634K -10,517 -6%
EWM
461
Evercore Wealth Management
New York
$11M -$161K -2,675 -1%
BWM
462
Boyd Wealth Management
California
$11M +$4.43M +73,450 +71%
RWP
463
RWA Wealth Partners
Massachusetts
$11M -$635K -10,534 -6%
Two Sigma Investments
464
Two Sigma Investments
New York
$10.9M +$10.6M +175,000 New
CB
465
Commerce Bank
Missouri
$10.9M -$210K -3,483 -2%
OFG
466
Omega Financial Group
California
$10.8M +$751K +12,447 +8%
PI
467
Pachira Investments
California
$10.8M +$218K +3,608 +2%
RhumbLine Advisers
468
RhumbLine Advisers
Massachusetts
$10.7M +$4.13M +68,505 +66%
FPFS
469
First Personal Financial Services
North Carolina
$10.7M -$169K -2,798 -2%
USB
470
Union Savings Bank
Connecticut
$10.7M +$72.3K +1,199 +0.7%
ISWM
471
Independent Solutions Wealth Management
New York
$10.7M -$280K -4,639 -3%
SIC
472
Sterling Investment Counsel
New York
$10.6M +$157K +2,603 +2%
NAM
473
NTV Asset Management
West Virginia
$10.6M -$1.11M -18,324 -10%
OFS
474
Orrstown Financial Services
Pennsylvania
$10.6M +$8.76M +145,341 +606%
SF
475
Synovus Financial
Georgia
$10.5M +$600K +9,951 +6%

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.