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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
NP
851
Nilsine Partners
Colorado
$3.76M +$124K +2,050 +4%
AIM
852
Alhambra Investment Management
Florida
$3.75M +$598K +9,923 +20%
KIG
853
Kowal Investment Group
Wisconsin
$3.73M -$268K -4,446 -7%
PRWA
854
Platte River Wealth Advisors
Colorado
$3.72M -$180K -2,980 -5%
KWM
855
Kaydan Wealth Management
Michigan
$3.71M +$73K +1,211 +2%
HIA
856
Harbor Investment Advisory
Maryland
$3.7M +$352K +5,831 +11%
JIC
857
Joel Isaacson & Co
New York
$3.68M -$292K -4,848 -8%
JIP
858
Jaffetilchin Investment Partners
Florida
$3.68M +$23.3K +387 +0.7%
FTC
859
Farmers Trust Company
Ohio
$3.67M -$41.2K -683 -1%
UF
860
Univest Financial
Pennsylvania
$3.66M +$492K +8,151 +16%
BFS
861
Bradley Foster & Sargent
Connecticut
$3.64M +$7.48K +124 +0.2%
WIA
862
Wetzel Investment Advisors
Indiana
$3.63M -$22.1K -366 -0.6%
ACM
863
AUA Capital Management
Pennsylvania
$3.63M
Deutsche Bank
864
Deutsche Bank
Germany
$3.63M -$965 -16 -0%
WP
865
Wealthspan Partners
Iowa
$3.62M -$51.6K -855 -1%
AWM
866
Accurate Wealth Management
Florida
$3.61M +$456K +7,564 +15%
FWM
867
Forza Wealth Management
Florida
$3.61M +$99.4K +1,648 +3%
HCC
868
Hirtle Callaghan & Co
Pennsylvania
$3.59M +$237K +3,926 +7%
VF
869
VitalStone Financial
Texas
$3.58M +$334K +5,538 +11%
GWM
870
Geneos Wealth Management
Colorado
$3.54M +$68.4K +1,135 +2%
KV
871
Kickstand Ventures
New York
$3.47M +$69.9K +1,159 +2%
WA
872
Wealth Alliance
New York
$3.47M +$18.3K +303 +0.5%
UL
873
Unionview LLC
Washington
$3.46M +$20K +331 +0.6%
S
874
Sachetta
Massachusetts
$3.45M +$663K +11,001 +25%
HPC
875
HM Payson & Co
Maine
$3.44M +$7.24K +120 +0.2%

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.