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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
GIA
551
GHP Investment Advisors
Colorado
$8.24M +$5.31K +88 +0.1%
FFA
552
Farther Finance Advisors
California
$8.23M +$992K +16,451 +14%
EIA
553
Eldridge Investment Advisors
New Hampshire
$8.23M
IA
554
IFP Advisors
Florida
$8.22M +$345K +5,728 +5%
CI
555
CX Institutional
Indiana
$8.22M -$5.57M -92,321 -41%
DC
556
Destiny Capital
Colorado
$8.19M +$353K +5,852 +5%
HF
557
Halpern Financial
Virginia
$8.18M +$29.7K +492 +0.4%
UWPG
558
Ullmann Wealth Partners Group
Florida
$8.13M -$162K -2,686 -2%
MCM
559
Magnolia Capital Management
New York
$8.13M -$12.1K -200 -0.2%
CFC
560
Coyle Financial Counsel
Illinois
$8.13M +$152K +2,526 +2%
CCWA
561
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$8.1M +$564K +9,356 +8%
MIM
562
MetLife Investment Management
New Jersey
$8.09M -$56.7K -940 -0.7%
SFI
563
SPC Financial Inc
Maryland
$8.08M +$735K +12,185 +10%
D
564
Dentgroup
Louisiana
$8.07M +$2.07M +34,320 +36%
TA
565
Tectonic Advisors
Texas
$8.06M +$348K +5,770 +5%
SFB
566
STAR Financial Bank
Indiana
$8.04M -$803K -13,309 -9%
LSPW
567
Lake Street Private Wealth
Illinois
$8.02M +$393K +6,517 +5%
FG
568
Fiduciary Group
Georgia
$7.99M +$170K +2,826 +2%
AA
569
Advisory Alpha
Michigan
$7.98M -$51K -845 -0.7%
MF
570
Montis Financial
Massachusetts
$7.95M +$7.69M +127,600 New
SW
571
StrongBox Wealth
Missouri
$7.94M +$774K +12,828 +11%
AIMC
572
Alley Investment Management Company
Illinois
$7.93M +$1.97M +32,646 +35%
MOS
573
MGO One Seven
Ohio
$7.93M +$632K +10,482 +9%
PWW
574
Pettyjohn Wood & White
Virginia
$7.89M +$97K +1,608 +1%
RIA
575
Richwood Investment Advisors
Ohio
$7.85M -$174K -2,882 -2%

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.