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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
SCM
776
Sebold Capital Management
Illinois
$4.48M -$154K -2,556 -3%
WPC
777
Wedmont Private Capital
Pennsylvania
$4.46M +$43.5K +722 +1%
AWM
778
Aprio Wealth Management
Georgia
$4.46M -$25.7K -426 -0.6%
GDP
779
Great Diamond Partners
Maine
$4.42M -$298K -4,947 -7%
NL
780
NEPC LLC
Massachusetts
$4.41M
EI
781
Ellevest Inc
New York
$4.39M -$72.8K -1,207 -2%
HWM
782
HighMark Wealth Management
Minnesota
$4.38M -$176K -2,914 -4%
WWA
783
WCG Wealth Advisors
Nevada
$4.37M +$1.44M +23,888 +52%
CAM
784
Creekmur Asset Management
Illinois
$4.36M +$323K +5,353 +8%
HH
785
Hilltop Holdings
Texas
$4.36M +$5.49K +91 +0.1%
MMA
786
Miracle Mile Advisors
California
$4.35M -$312K -5,180 -7%
Qube Research & Technologies (QRT)
787
Qube Research & Technologies (QRT)
United Kingdom
$4.33M +$2.5M +41,383 +148%
GFP
788
Gryphon Financial Partners
Ohio
$4.32M +$38.7K +641 +0.9%
VC
789
Vestor Capital
Illinois
$4.31M +$85.6K +1,420 +2%
RWA
790
River Wealth Advisors
Pennsylvania
$4.3M -$11K -182 -0.3%
BFWA
791
Benchmark Financial Wealth Advisors
Florida
$4.3M -$146K -2,425 -3%
SAF
792
Smith Anglin Financial
Texas
$4.3M +$17K +282 +0.4%
UBG
793
United Bank (Georgia)
Georgia
$4.29M +$31.5K +523 +0.8%
FFG
794
Foundry Financial Group
New Hampshire
$4.28M -$28.7K -476 -0.7%
UCB
795
United Community Bank
South Carolina
$4.28M -$97.2K -1,611 -2%
BSTWA
796
Blake Schutter Theil Wealth Advisors
Ohio
$4.25M +$4.11M +68,221 New
CG
797
Cynosure Group
Utah
$4.25M -$720K -11,937 -15%
HIA
798
HTG Investment Advisors
Connecticut
$4.24M +$235K +3,892 +6%
LWMNY
799
Landmark Wealth Management (New York)
New York
$4.24M +$4.11M +68,077 New
HIMC
800
Heritage Investors Management Corp
Maryland
$4.24M -$172K -2,856 -4%

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.