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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
Truist Financial
26
Truist Financial
North Carolina
$464M -$16.1M -267,548 -3%
WANY
27
Wealthspire Advisors (New York)
New York
$448M +$18.9M +313,929 +5%
RFC
28
Regions Financial Corp
Alabama
$447M -$11.2M -185,457 -3%
Pathstone Holdings
29
Pathstone Holdings
New Jersey
$441M +$755K +12,524 +0.2%
HighTower Advisors
30
HighTower Advisors
Illinois
$439M +$10.6M +175,076 +3%
AG
31
AlTi Global
New York
$402M +$2.9M +48,031 +0.8%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$389M -$233M -3,857,763 -38%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$379M -$20.2M -334,927 -5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$376M +$405K +6,716 +0.1%
AA
35
Alesco Advisors
New York
$329M +$3.08K +51 +0%
NMIMC
36
Northwestern Mutual Investment Management Company
Wisconsin
$328M +$21.8M +360,765 +7%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$314M -$3.23M -53,581 -1%
Creative Planning
38
Creative Planning
Kansas
$312M -$5.9M -97,761 -2%
US Bancorp
39
US Bancorp
Minnesota
$297M +$1.36M +22,515 +0.5%
CWM
40
Circle Wealth Management
New Jersey
$267M -$787K -13,058 -0.3%
BIM
41
Bridges Investment Management
Nebraska
$262M +$10.4M +172,226 +4%
MCM
42
MAI Capital Management
Ohio
$259M +$16.7M +277,692 +7%
HNB
43
Huntington National Bank
Ohio
$258M – – –
Cerity Partners
44
Cerity Partners
New York
$211M +$10.6M +175,104 +5%
Franklin Resources
45
Franklin Resources
California
$207M -$702K -11,638 -0.4%
Stifel Financial
46
Stifel Financial
Missouri
$206M +$3.65M +60,576 +2%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$200M +$3.5M +58,116 +2%
FLPIM
48
F.L. Putnam Investment Management
Massachusetts
$198M +$7.75M +128,487 +4%
Corient Private Wealth
49
Corient Private Wealth
Florida
$195M +$61.2M +1,014,358 +48%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$192M +$32M +530,234 +21%
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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.