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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
NAM
476
NorthCrest Asset Manangement
Minnesota
$10.5M -$472K -7,830 -4%
NGA
477
Naples Global Advisors
Florida
$10.5M +$52.5K +870 +0.5%
JF
478
JSF Financial
California
$10.4M -$7.35M -121,844 -42%
MPCG
479
Matrix Private Capital Group
New York
$10.4M +$257K +4,260 +3%
CAC
480
Certified Advisory Corp
Florida
$10.4M +$95.5K +1,584 +1%
PS
481
Principal Securities
Iowa
$10.3M +$4.38M +72,579 +78%
RFO
482
RiverGlades Family Offices
Florida
$10.3M +$83.9K +1,392 +0.8%
BBNA
483
Bremer Bank National Association
Minnesota
$10.3M -$653K -10,831 -6%
CB
484
Community Bank
New York
$10.2M -$909K -15,071 -8%
FCBT
485
First Citizens Bank & Trust
North Carolina
$10.2M -$783K -12,980 -7%
GC
486
Grimes & Company
Massachusetts
$10.1M +$137K +2,278 +1%
PG
487
Proffitt & Goodson
Tennessee
$10M +$1.01M +16,749 +12%
CPW
488
Crestmont Private Wealth
Texas
$10M +$169K +2,800 +2%
TC
489
TAP Consulting
Missouri
$9.99M +$104K +1,718 +1%
GWMIA
490
Global Wealth Management Investment Advisory
Florida
$9.98M +$241K +3,998 +3%
SLT
491
St Louis Trust
Missouri
$9.94M
IPW
492
IronBridge Private Wealth
Texas
$9.93M +$245K +4,063 +3%
TCA
493
Trifecta Capital Advisors
Illinois
$9.93M +$418K +6,926 +5%
CFG
494
Carr Financial Group
Massachusetts
$9.87M +$985K +16,342 +12%
PWA
495
Physician Wealth Advisors
Utah
$9.87M +$77.4K +1,284 +0.8%
IA
496
IFG Advisors
Missouri
$9.82M +$501K +8,301 +6%
AI
497
Atria Investments
North Carolina
$9.82M -$962K -15,955 -9%
DC
498
Davenport & Co
Virginia
$9.76M +$265K +4,397 +3%
NPT
499
National Philanthropic Trust
Pennsylvania
$9.74M -$37.3K -619 -0.4%
EIP
500
Ellis Investment Partners
Pennsylvania
$9.7M -$409K -6,783 -4%

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.