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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
NCM
601
Novare Capital Management
North Carolina
$7.3M +$293K +4,852 +4%
IWM
602
IHT Wealth Management
Illinois
$7.29M +$2.23M +36,934 +46%
GWM
603
Global Wealth Management
New Jersey
$7.22M +$6.99M +115,881 New
AWAP
604
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.21M +$132K +2,191 +2%
Citadel Advisors
605
Citadel Advisors
Florida
$7.21M -$19.2M -318,896 -73%
PCM
606
Pinnbrook Capital Management
New York
$7.21M +$6.97M +115,620 New
EWM
607
EPG Wealth Management
Georgia
$7.14M +$6.91M +114,576 New
WS
608
Wela Strategies
Georgia
$7.14M -$442K -7,329 -6%
BCM
609
Boltwood Capital Management
California
$7.11M -$5.85K -97 -0.1%
IA
610
IFS Advisors
Kansas
$7.11M +$74.1K +1,229 +1%
CT
611
Caldwell Trust
Florida
$7.09M +$746K +12,371 +12%
BCMO
612
Buckingham Capital Management (Ohio)
Ohio
$7.07M -$78.4K -1,300 -1%
FA
613
Flagstar Advisors
New York
$7.02M -$492K -8,165 -7%
PIAS
614
PCA Investment Advisory Services
Ohio
$7.02M +$162K +2,687 +2%
G
615
GenTrust
Florida
$7.01M -$375K -6,217 -5%
WFAG
616
Wescott Financial Advisory Group
Pennsylvania
$7M +$130K +2,159 +2%
ECM
617
Exchange Capital Management
Michigan
$6.99M -$991K -16,432 -13%
PFS
618
Prospera Financial Services
Texas
$6.98M +$27.5K +456 +0.4%
ACA
619
Affinity Capital Advisors
California
$6.96M +$543K +9,012 +9%
FMP
620
Financial Management Professionals
Texas
$6.94M +$6.71M +111,244 +96,734%
Kayne Anderson Rudnick Investment Management
621
Kayne Anderson Rudnick Investment Management
California
$6.9M +$1.2M +19,829 +22%
TSWM
622
Triangle Securities Wealth Management
North Carolina
$6.89M +$151K +2,505 +2%
AFS
623
AFG Fiduciary Services
Massachusetts
$6.87M -$41.6K -690 -0.6%
PCM
624
Pennsylvania Capital Management
Pennsylvania
$6.85M +$506K +8,383 +8%
WQ
625
Wealth Quarterback
New Jersey
$6.85M +$70.4K +1,168 +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.