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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
BWCS
801
Beirne Wealth Consulting Services
Connecticut
$4.22M +$379K +6,292 +10%
WF
802
Welch & Forbes
Massachusetts
$4.22M +$237K +3,925 +6%
BB
803
Busey Bank
Illinois
$4.19M +$157K +2,600 +4%
CF
804
Convergence Financial
Missouri
$4.17M +$194K +3,212 +5%
LF
805
LifeSteps Financial
California
$4.17M -$42.9K -711 -1%
SIG
806
Sky Investment Group
Connecticut
$4.16M
PR
807
Payden & Rygel
California
$4.16M +$11.3K +187 +0.3%
WCFA
808
Walkner Condon Financial Advisors
Wisconsin
$4.16M +$1.66M +27,554 +70%
BCG
809
Breakwater Capital Group
New Jersey
$4.16M +$198K +3,280 +5%
MWP
810
Moller Wealth Partners
$4.15M
SWA
811
SOA Wealth Advisors
New York
$4.14M +$60 +1 +0%
VFP
812
Verus Financial Partners
Virginia
$4.13M +$13.3K +220 +0.3%
CBT
813
Central Bank & Trust
Kentucky
$4.13M -$45.2K -749 -1%
JE
814
JMAC Enterprises
Pennsylvania
$4.12M +$777K +12,890 +24%
NDSI
815
Newman Dignan & Sheerar Inc
Rhode Island
$4.12M +$107K +1,769 +3%
RFN
816
RDA Financial Network
Iowa
$4.12M +$437K +7,245 +12%
NB
817
NBT Bank
New York
$4.1M -$179K -2,970 -4%
AL
818
Aspiriant LLC
California
$4.09M -$352K -5,845 -8%
CA
819
Cambridge Associates
Massachusetts
$4.09M +$3.96M +65,691 New
PGWM
820
Parisi Gray Wealth Management
New Jersey
$4.08M +$56.9K +943 +1%
WJA
821
Willis Johnson & Associates
Texas
$4.08M +$18.2K +301 +0.5%
LNWTC
822
Laird Norton Wetherby Trust Company
Washington
$4.04M +$3.91M +64,825 New
CAM
823
Cozad Asset Management
Illinois
$4.04M +$250K +4,145 +7%
NOI
824
Newton One Investments
Delaware
$4.02M +$172K +2,851 +5%
KI
825
Keystone Investors
Singapore
$4M +$3.87M +64,240 New

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.