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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
CAM
51
Cresset Asset Management
Illinois
$191M +$17.5M +290,868 +10%
CFG
52
Citizens Financial Group
Rhode Island
$190M +$5.98M +99,141 +3%
RMDI
53
R.M. Davis Inc
Maine
$187M +$9.26M +153,554 +5%
Comerica Bank
54
Comerica Bank
Texas
$176M -$3.29M -54,486 -2%
MML Investors Services
55
MML Investors Services
Massachusetts
$170M +$4.63M +76,743 +3%
FFB
56
First Financial Bankshares
Texas
$166M +$1.26M +20,873 +0.8%
VFA
57
Valeo Financial Advisors
Indiana
$164M +$89.2M +1,479,710 +107%
HTC
58
Haverford Trust Company
Pennsylvania
$157M +$938K +15,549 +0.6%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$157M -$10.8M -179,292 -7%
SSB
60
Sandy Spring Bank
Maryland
$152M +$3.17M +52,487 +2%
P
61
&Partners
Tennessee
$151M +$84.7M +1,405,112 +139%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$151M +$397K +6,589 +0.3%
GT
63
Greenleaf Trust
Michigan
$150M +$1.9M +31,436 +1%
UB
64
UMB Bank
Missouri
$149M -$639K -10,589 -0.4%
APCM
65
Alaska Permanent Capital Management
Alaska
$145M +$15.2M +252,054 +12%
Members Trust
66
Members Trust
Florida
$143M -$15.7M -260,762 -10%
AI
67
Accredited Investors
Minnesota
$143M -$839K -13,905 -0.6%
SHGA
68
Sand Hill Global Advisors
California
$137M +$1.63M +26,961 +1%
SIC
69
Sigma Investment Counselors
Michigan
$127M +$1.21M +20,073 +1%
TD Asset Management
70
TD Asset Management
Ontario, Canada
$127M +$777K +12,878 +0.6%
BF
71
BOK Financial
Oklahoma
$125M +$27.3M +452,847 +29%
MERSOM
72
Municipal Employees' Retirement System of Michigan
Michigan
$125M +$121 +2 +0%
Osaic Holdings
73
Osaic Holdings
Arizona
$124M -$11M -182,839 -8%
BBA
74
BLB&B Advisors
Pennsylvania
$124M +$8.99M +149,017 +8%
SOMRS
75
State of Michigan Retirement System
Michigan
$123M -$3.35M -55,600 -3%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.