We are live on ! Find out more
IJH icon

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
FPAS
826
Focus Partners Advisor Solutions
Missouri
$4M -$23.9K -397 -0.6%
AFS
827
Annapolis Financial Services
Maryland
$3.99M
CC
828
Callan Capital
California
$3.98M -$80.6K -1,336 -2%
AFA
829
AA Financial Advisors
Ohio
$3.98M +$287K +4,751 +8%
OP
830
ORG Partners
Indiana
$3.94M +$1.63M +27,094 +75%
TCA
831
Transcend Capital Advisors
New Jersey
$3.94M +$23K +382 +0.6%
SI
832
Stephens Inc
Arkansas
$3.92M +$301K +4,996 +9%
EFS
833
Econ Financial Services
Pennsylvania
$3.91M +$39.1K +648 +1%
SR
834
Syntax Research
Florida
$3.88M -$1.71M -28,284 -31%
PIA
835
Perennial Investment Advisors
California
$3.86M +$12.1K +200 +0.3%
BWG
836
Balanced Wealth Group
Ohio
$3.86M -$337K -5,588 -8%
PAM
837
Palisade Asset Management
Minnesota
$3.85M +$273K +4,520 +8%
GCA
838
Greenwood Capital Associates
South Carolina
$3.85M +$230K +3,810 +7%
SMWM
839
Silvia McColl Wealth Management
California
$3.85M +$2.49M +41,348 +202%
TC
840
TownSquare Capital
Utah
$3.84M +$378K +6,276 +11%
Neuberger Berman Group
841
Neuberger Berman Group
New York
$3.84M -$350K -5,802 -9%
BFG
842
Bleakley Financial Group
New Jersey
$3.83M +$31.7K +526 +0.9%
MCM
843
MidAtlantic Capital Management
Virginia
$3.83M +$183K +3,037 +5%
HNB
844
Hilltop National Bank
Wyoming
$3.81M +$536K +8,889 +17%
MSAM
845
Moloney Securities Asset Management
Missouri
$3.81M +$310K +5,142 +9%
EW
846
Element Wealth
Mississippi
$3.81M -$48.6K -806 -1%
HL
847
HeadInvest LLC
Maine
$3.8M -$79K -1,310 -2%
SAM
848
Smithbridge Asset Management
Pennsylvania
$3.79M -$143K -2,377 -4%
AWM
849
AE Wealth Management
Kansas
$3.77M -$28.7K -476 -0.8%
AM
850
AGF Management
Ontario, Canada
$3.76M -$12.1K -200 -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.