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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
SW
651
SlateStone Wealth
Florida
$6.4M +$16.3K +270 +0.3%
FFWA
652
FRG Family Wealth Advisors
Washington
$6.35M
SCM
653
SOL Capital Management
Maryland
$6.34M +$157K +2,605 +3%
SCA
654
Snowden Capital Advisors
New York
$6.27M +$48.4K +803 +0.8%
TSS
655
Two Sigma Securities
New York
$6.24M +$6.04M +100,131 New
WI
656
Wintrust Investments
Illinois
$6.18M -$51.5M -853,724 -90%
MBI
657
May Barnhard Investments
Maryland
$6.15M +$3.08K +51 +0.1%
WI
658
WrapManager Inc
California
$6.13M +$337K +5,580 +6%
CFD
659
Creative Financial Designs
Indiana
$6.13M +$64.2K +1,064 +1%
BCG
660
BayBridge Capital Group
California
$6.12M +$376K +6,237 +7%
6F
661
626 Financial
Michigan
$6.12M -$1.66M -27,593 -22%
CWA
662
Clarus Wealth Advisors
Arizona
$6.11M +$69.9K +1,159 +1%
DWA
663
Delta Wealth Advisors
Indiana
$6.09M -$208K -3,457 -3%
P
664
Pitcairn
Pennsylvania
$6.06M -$4.52K -75 -0.1%
ONB
665
Old National Bancorp
Indiana
$6.06M +$342K +5,677 +6%
TWP
666
Triad Wealth Partners
Kansas
$6.03M -$2.12M -35,072 -27%
SFS
667
Sowell Financial Services
Arkansas
$6.03M +$62.7K +1,040 +1%
TFCP
668
Twin Focus Capital Partners
Massachusetts
$6.01M +$379K +6,291 +7%
RCM
669
Richardson Capital Management
Wisconsin
$5.97M -$34.1K -566 -0.6%
LGA
670
Lebenthal Global Advisors
New York
$5.93M +$2.92M +48,491 +104%
RG
671
Rathbones Group
United Kingdom
$5.92M -$36.5K -605 -0.6%
AWP
672
Avid Wealth Partners
Texas
$5.92M +$5.73M +95,002 New
PFA
673
Pure Financial Advisors
California
$5.91M +$5.13K +85 +0.1%
SL
674
Sentinus LLC
Illinois
$5.9M +$2.91M +48,238 +176%
BA
675
Bellwether Advisors
Nebraska
$5.9M +$21.5K +357 +0.4%

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.