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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
EW
626
Elyxium Wealth
California
$6.84M +$6.62M +109,742 New
AWM
627
Avior Wealth Management
Nebraska
$6.84M -$893K -14,805 -12%
ANBT
628
American National Bank & Trust
Texas
$6.83M -$27.9K -462 -0.4%
AWC
629
Abundance Wealth Counselors
Pennsylvania
$6.81M +$6.59M +109,272 New
BHIA
630
Birch Hill Investment Advisors
Massachusetts
$6.8M +$13K +215 +0.2%
MG
631
Mather Group
Illinois
$6.79M -$293K -4,853 -4%
EA
632
Enclave Advisors
Texas
$6.79M +$6.57M +108,955 New
JFG
633
Jefferies Financial Group
New York
$6.78M +$363K +6,017 +6%
CW
634
CreativeOne Wealth
Kansas
$6.75M +$1.49M +24,745 +30%
EFS
635
Essex Financial Services
Connecticut
$6.74M -$287K -4,752 -4%
GFS
636
GYL Financial Synergies
Connecticut
$6.73M +$149K +2,471 +2%
PFA
637
Pettinga Financial Advisors
Indiana
$6.69M +$136K +2,256 +2%
SSWM
638
Sheets Smith Wealth Management
North Carolina
$6.68M +$60 +1 +0%
LT
639
Legacy Trust
Michigan
$6.65M -$53.4K -885 -0.8%
RIA
640
Regal Investment Advisors
Michigan
$6.62M -$392K -6,501 -6%
SSW
641
Smith Shellnut Wilson
Mississippi
$6.56M -$46.3K -767 -0.7%
FC
642
Financial Council
Maryland
$6.56M +$31.1K +515 +0.5%
LIA
643
Lynx Investment Advisory
District of Columbia
$6.55M +$509K +8,436 +9%
PCM
644
Penserra Capital Management
California
$6.54M -$432K -7,169 -6%
CFC
645
Client First Capital
California
$6.52M -$1.13M -18,817 -15%
CSA
646
Cottage Street Advisors
Massachusetts
$6.5M -$23.6K -391 -0.4%
QCIG
647
Quad-Cities Investment Group
Iowa
$6.48M +$1.77M +29,303 +39%
RCAG
648
Rehmann Capital Advisory Group
Michigan
$6.47M -$20.4K -339 -0.3%
MA
649
Mutual Advisors
Nebraska
$6.47M +$186K +3,084 +3%
BIA
650
Bigelow Investment Advisors
Maine
$6.41M +$248K +4,113 +4%

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.