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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
SC
701
Scotia Capital
Ontario, Canada
$5.42M +$4.45M +73,769 +557%
DL
702
DOHJ LLC
Washington
$5.42M +$454K +7,521 +9%
MC
703
Middleton & Co
Massachusetts
$5.4M -$67.3K -1,116 -1%
OWM
704
Opes Wealth Management
California
$5.38M +$169K +2,804 +3%
PFG
705
Pacific Financial Group
Washington
$5.36M -$264K -4,380 -5%
SS
706
Sound Stewardship
Kansas
$5.36M +$101K +1,667 +2%
LIA
707
LBMC Investment Advisors
Tennessee
$5.35M -$21.2K -351 -0.4%
JCM
708
Jacobi Capital Management
Pennsylvania
$5.34M +$1.58M +26,256 +44%
GAA
709
Guardian Asset Advisors
Pennsylvania
$5.33M -$89.9K -1,491 -2%
CWA
710
Cascade Wealth Advisors
Washington
$5.33M +$399K +6,623 +8%
LPT
711
Legacy Private Trust
Wisconsin
$5.33M -$28.6K -475 -0.6%
TH
712
TCTC Holdings
Texas
$5.32M +$326K +5,403 +7%
CAG
713
Crestwood Advisors Group
Massachusetts
$5.32M -$68.9K -1,143 -1%
FTS
714
Fifth Third Securities
Ohio
$5.32M -$536K -8,891 -9%
GWM
715
GSB Wealth Management
Connecticut
$5.31M +$106K +1,757 +2%
MWA
716
Muirfield Wealth Advisors
North Carolina
$5.3M +$52.7K +874 +1%
DJYG
717
David J. Yvars Group
Florida
$5.3M -$485K -8,040 -9%
CWM
718
Cornerstone Wealth Management
Missouri
$5.29M +$81.6K +1,353 +2%
American Century Companies
719
American Century Companies
Missouri
$5.29M -$513K -8,500 -9%
BWP
720
BSW Wealth Partners
Colorado
$5.28M +$28.5K +473 +0.6%
HCM
721
Hengehold Capital Management
Ohio
$5.27M +$155K +2,575 +3%
FCP
722
Fidelis Capital Partners
Florida
$5.26M +$96.2K +1,595 +2%
AWA
723
Arkadios Wealth Advisors
Georgia
$5.25M +$239K +3,965 +5%
CWM
724
Castle Wealth Management
Florida
$5.24M +$135K +2,242 +3%
GA
725
Goldstein Advisors
Wisconsin
$5.19M -$87.5K -1,451 -2%

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.