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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
BWA
526
BlueChip Wealth Advisors
Georgia
$9.08M +$230K +3,817 +3%
JWCA
527
J.W. Cole Advisors
Florida
$9.04M +$69.4K +1,151 +0.8%
HAC
528
Harbor Advisory Corp
New Hampshire
$8.98M -$26.2K -435 -0.3%
CFA
529
Cahill Financial Advisors
Minnesota
$8.97M +$107K +1,782 +1%
NW
530
NewEdge Wealth
Pennsylvania
$8.97M +$5.18M +85,935 +148%
AAS
531
Asset Allocation Strategies
Michigan
$8.92M +$737K +12,219 +9%
BTWM
532
Baker Tilly Wealth Management
Wisconsin
$8.89M +$428K +7,092 +5%
ZIM
533
Zacks Investment Management
Illinois
$8.86M -$556K -9,218 -6%
PCIA
534
Prime Capital Investment Advisors
Kansas
$8.85M -$610K -10,116 -7%
Prudential Financial
535
Prudential Financial
New Jersey
$8.85M -$449K -7,448 -5%
HHWM
536
Hiley Hunt Wealth Management
Nebraska
$8.83M +$260K +4,310 +3%
TA
537
TruWealth Advisors
Louisiana
$8.72M +$191K +3,174 +2%
RPC
538
Rossmore Private Capital
Connecticut
$8.69M +$84.1K +1,395 +1%
CGFA
539
Colton Groome Financial Advisors
North Carolina
$8.69M -$171K -2,833 -2%
FW
540
Fairway Wealth
Ohio
$8.69M +$914K +15,162 +12%
SWA
541
Stratos Wealth Advisors
Ohio
$8.64M +$687K +11,385 +9%
GVAG
542
Great Valley Advisor Group
Delaware
$8.62M -$435K -7,207 -5%
KWM
543
Kingsview Wealth Management
Oregon
$8.54M +$511K +8,473 +7%
BWA
544
Bordeaux Wealth Advisors
California
$8.54M -$123K -2,036 -1%
BHBT
545
Burke & Herbert Bank & Trust
Virginia
$8.49M +$127K +2,105 +2%
BMD
546
Better Money Decisions
New Mexico
$8.39M -$702K -11,636 -8%
GLA
547
Good Life Advisors
Pennsylvania
$8.37M +$4.13M +68,403 +104%
KOMWMG
548
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.36M +$372K +6,172 +5%
BAM
549
Belpointe Asset Management
Nevada
$8.35M +$1.59M +26,440 +25%
AF
550
AtlasMark Financial
Texas
$8.25M +$7.98M +132,314 New

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.