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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
SF
501
SWP Financial
California
$9.65M +$1.92M +31,792 +26%
ITB
502
Idaho Trust Bank
Idaho
$9.63M +$210K +3,479 +2%
GF
503
Gimbal Financial
Indiana
$9.6M +$594K +9,853 +7%
Lido Advisors
504
Lido Advisors
California
$9.58M +$57K +946 +0.6%
TCM
505
Telos Capital Management
California
$9.58M -$33.3K -552 -0.4%
ABC
506
Associated Banc-Corp
Wisconsin
$9.53M -$40.9K -679 -0.4%
Vanguard Group
507
Vanguard Group
Pennsylvania
$9.52M +$434K +7,191 +5%
LC
508
Lindbrook Capital
California
$9.49M -$653K -10,824 -7%
PBO
509
Peoples Bank (Ohio)
Ohio
$9.49M -$225K -3,732 -2%
PA
510
Parallel Advisors
California
$9.49M +$267K +4,431 +3%
HI
511
Horizon Investments
North Carolina
$9.47M -$99.4M -1,647,483 -92%
RSVP
512
Ramsay Stattman Vela & Price
Colorado
$9.46M -$335K -5,561 -4%
LCOV
513
London Company of Virginia
Virginia
$9.44M -$8M -132,735 -47%
FFS
514
Founders Financial Securities
Maryland
$9.44M -$6.03M -100,041 -40%
CAM
515
Campion Asset Management
Virginia
$9.41M +$847K +14,048 +10%
CCB
516
Country Club Bank
Missouri
$9.37M -$313K -5,193 -3%
SIM
517
Stratos Investment Management
Ohio
$9.36M +$588K +9,749 +7%
MCCP
518
Mission Creek Capital Partners
California
$9.31M -$102K -1,699 -1%
WB
519
WesBanco Bank
West Virginia
$9.28M +$381K +6,325 +4%
LHC
520
Little House Capital
Massachusetts
$9.28M +$282K +4,668 +3%
CFB
521
Cullen/Frost Bankers
Texas
$9.24M +$38.8K +643 +0.4%
PWM
522
Partnership Wealth Management
Maryland
$9.21M +$5.32M +88,279 +148%
EB
523
Eastern Bank
Massachusetts
$9.2M +$7.3M +120,975 +455%
DWT
524
Dorsey & Whitney Trust
South Dakota
$9.18M -$126K -2,092 -1%
NHT
525
New Hampshire Trust
New Hampshire
$9.11M +$4.58K +76 +0.1%

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.