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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
CB
676
Centennial Bank
Arkansas
$5.9M +$211K +3,505 +4%
BRWA
677
B. Riley Wealth Advisors
Florida
$5.89M -$509K -8,444 -8%
ES
678
ETF Store
Kansas
$5.88M -$708K -11,746 -11%
BFA
679
Bright Financial Advisors
Michigan
$5.87M +$172K +2,856 +3%
KPWG
680
KFA Private Wealth Group
Virginia
$5.86M -$160K -2,652 -3%
FPW
681
Flagship Private Wealth
Massachusetts
$5.8M +$478K +7,930 +9%
TCG
682
Transcendent Capital Group
Oklahoma
$5.78M +$302K +5,001 +6%
GTAM
683
Global Trust Asset Management
Florida
$5.78M -$68.3K -1,133 -1%
PCM
684
Parsons Capital Management
Rhode Island
$5.77M -$115K -1,913 -2%
National Bank of Canada
685
National Bank of Canada
Quebec, Canada
$5.73M +$4.16M +68,944 +299%
AFO
686
Arrowroot Family Office
California
$5.72M +$480K +7,966 +10%
FC
687
FCA Corp
Texas
$5.72M +$77.3K +1,282 +1%
BC
688
Bricktown Capital
Michigan
$5.69M
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
$5.68M +$107K +1,776 +2%
ECM
690
Evergreen Capital Management
Washington
$5.66M +$1.26M +20,966 +30%
DWM
691
Dakota Wealth Management
Florida
$5.63M -$38.1K -631 -0.7%
SC
692
Stephenson & Company
California
$5.58M +$164K +2,714 +3%
ST
693
Sabal Trust
Florida
$5.57M +$328K +5,444 +6%
SCA
694
Sandy Cove Advisors
Massachusetts
$5.56M +$479K +7,949 +10%
MPPLM
695
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.55M +$28.5K +472 +0.5%
FMC
696
First Merchants Corp
Indiana
$5.53M +$43K +713 +0.8%
CWM
697
Cranbrook Wealth Management
Michigan
$5.51M -$247K -4,094 -4%
WIA
698
World Investment Advisors
California
$5.49M +$3.41M +56,620 +180%
CTC
699
Central Trust Company
Missouri
$5.48M +$94.7K +1,571 +2%
CHC
700
City Holding Co
West Virginia
$5.45M +$356K +5,900 +7%

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.