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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
R
726
Rebalance
California
$5.19M -$134K -2,226 -3%
SAM
727
Securian Asset Management
Minnesota
$5.15M +$103K +1,700 +2%
GSB
728
Greenfield Savings Bank
Massachusetts
$5.15M +$139K +2,297 +3%
TCOTS
729
Trust Company of the South
North Carolina
$5.13M +$40.7K +675 +0.8%
PA
730
PFG Advisors
Arizona
$5.12M +$342K +5,668 +7%
UWM
731
USAdvisors Wealth Management
Minnesota
$5.12M -$242K -4,019 -5%
LFG
732
Leverty Financial Group
Wisconsin
$5.07M -$112K -1,863 -2%
ACM
733
Armbruster Capital Management
New York
$5.07M -$1.55M -25,641 -24%
MFG
734
Merit Financial Group
Georgia
$5.06M +$1.83M +30,329 +60%
PCM
735
Perritt Capital Management
Illinois
$5.06M -$23.9K -397 -0.5%
FNBOO
736
First National Bank of Omaha
Nebraska
$5.01M -$154K -2,555 -3%
SCG
737
Sonata Capital Group
Washington
$5.01M +$34.7K +575 +0.7%
CAGAS
738
Capital Advisory Group Advisory Services
Minnesota
$5M -$155K -2,570 -3%
MCA
739
MSH Capital Advisors
Arizona
$4.97M -$78K -1,293 -2%
SSA
740
Schonfeld Strategic Advisors
New York
$4.96M -$671K -11,127 -12%
WFA
741
Wellspring Financial Advisors
Ohio
$4.94M +$12.9M +213,087 +17%
VVP
742
Venture Visionary Partners
Ohio
$4.92M -$7.78K -129 -0.2%
CFS
743
CGC Financial Services
Oregon
$4.91M +$660K +10,938 +16%
GF
744
Gries Financial
Ohio
$4.91M -$124K -2,053 -3%
BTWM
745
Brass Tax Wealth Management
Ohio
$4.91M +$3.35M +55,630 +241%
SFMG
746
Sage Financial Management Group
Virginia
$4.9M +$4.74M +78,609 New
CFS
747
CRA Financial Services
New Jersey
$4.89M -$70K -1,161 -1%
PPWM
748
PFG Private Wealth Management
Florida
$4.87M +$145K +2,402 +3%
JSSH
749
J. Safra Sarasin Holding
$4.87M +$4.71M +78,160 New
EG
750
Ellerson Group
Maryland
$4.87M -$15.1K -251 -0.3%

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.