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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
GWMR
576
GC Wealth Management RIA
Massachusetts
$7.85M -$34.7K -576 -0.5%
CNBTD
577
Citizens National Bank Trust Department
Mississippi
$7.8M -$26.7K -443 -0.4%
CWM
578
Cahill Wealth Management
Michigan
$7.79M -$29.2K -485 -0.4%
RFG
579
RFP Financial Group
Georgia
$7.78M +$200K +3,319 +3%
FNBOH
580
First National Bank of Hutchinson
Kansas
$7.77M -$122K -2,025 -2%
HWM
581
HB Wealth Management
Georgia
$7.68M +$368K +6,106 +5%
MWM
582
Mascoma Wealth Management
New Hampshire
$7.67M -$422K -7,004 -5%
AWM
583
Atticus Wealth Management
Florida
$7.59M +$218K +3,612 +3%
NAG
584
Northstar Advisory Group
New Jersey
$7.55M +$5.15M +85,482 +240%
CCM
585
Canal Capital Management
Virginia
$7.53M -$66.9K -1,109 -0.9%
TDWM
586
Topel & Distasi Wealth Management
California
$7.52M +$276K +4,575 +4%
BOH
587
Bank of Hawaii
Hawaii
$7.51M +$82.9K +1,375 +1%
Chevy Chase Trust
588
Chevy Chase Trust
Maryland
$7.48M +$172K +2,850 +2%
PB
589
Pinnacle Bancorp
Nebraska
$7.47M +$570K +9,452 +9%
NL
590
NWAM LLC
Washington
$7.47M +$7.23M +119,827 New
RL
591
Rogco LP
Oklahoma
$7.45M -$292K -4,850 -4%
WG
592
Watchman Group
Texas
$7.44M +$2.5M +41,377 +53%
EL
593
EWA LLC
Pennsylvania
$7.44M +$111K +1,844 +2%
MF
594
Meridian Financial
Massachusetts
$7.4M +$20.3K +337 +0.3%
EWA
595
Exencial Wealth Advisors
Oklahoma
$7.36M -$545K -9,038 -7%
LFAS
596
Level Four Advisory Services
Texas
$7.34M +$371K +6,146 +5%
PTC
597
Private Trust Company
Ohio
$7.33M -$185K -3,074 -3%
PGFC
598
Peapack-Gladstone Financial Corp
New Jersey
$7.32M +$259K +4,293 +4%
SIAM
599
Sterling Investment Advisors (Missouri)
Missouri
$7.3M +$231K +3,834 +3%
CIAS
600
Capital Investment Advisory Services
North Carolina
$7.3M +$40.3K +669 +0.6%

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.