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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
PMG
751
ProVise Management Group
Florida
$4.85M -$234K -3,885 -5%
SIM
752
Seaview Investment Managers
Florida
$4.83M -$289K -4,800 -6%
AWA
753
Arete Wealth Advisors
Illinois
$4.82M -$501K -8,307 -10%
B
754
Birchbrook
Maine
$4.81M +$4.39M +72,854 +1,669%
CT
755
Colonial Trust
South Carolina
$4.81M +$178K +2,948 +4%
CFO
756
CVA Family Office
Colorado
$4.79M -$4.52K -75 -0.1%
MCC
757
Money Concepts Capital
Florida
$4.79M +$81.7K +1,354 +2%
GCM
758
Greenland Capital Management
New York
$4.74M +$4.58M +76,000 New
SOS
759
Silver Oak Securities
Tennessee
$4.71M +$115K +1,904 +3%
TCOO
760
Trust Company of Oklahoma
Oklahoma
$4.66M +$22K +365 +0.5%
SA
761
SpiderRock Advisors
Delaware
$4.65M +$924K +15,317 +26%
BJL
762
Brighton Jones LLC
Washington
$4.64M +$273K +4,535 +6%
MYIA
763
Mount Yale Investment Advisors
Colorado
$4.64M -$215K -3,568 -5%
SWP
764
Summit Wealth Partners
Florida
$4.62M +$19.2K +318 +0.4%
BCM
765
Brookstone Capital Management
Illinois
$4.62M +$65.9K +1,092 +1%
SFG
766
Sather Financial Group
Texas
$4.6M
FA
767
FC Advisory
Pennsylvania
$4.56M -$74.8K -1,241 -2%
VRM
768
Vectors Research Management
New York
$4.53M +$2.55M +42,344 +138%
STA
769
Summit Trail Advisors
New York
$4.53M +$2.96M +49,015 +207%
FPCG
770
Forum Private Client Group
Indiana
$4.51M -$20.9K -346 -0.5%
CFGS
771
Concourse Financial Group Securities
Alabama
$4.5M -$57K -946 -1%
AWMG
772
Alliance Wealth Management Group
New Jersey
$4.5M +$100K +1,666 +2%
SFC
773
Strategic Financial Concepts
Texas
$4.49M -$247M -4,099,079 -98%
SFP
774
Sterling Financial Planning
New Jersey
$4.49M -$71.5K -1,186 -2%
FHA
775
Flagship Harbor Advisors
Massachusetts
$4.48M +$419K +6,945 +11%

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.