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
CV
876
Counterweight Ventures
North Carolina
$3.41M -$313K -5,196 -9%
CAAM
877
Cornerstone Advisors Asset Management
Pennsylvania
$3.38M +$5.31K +88 +0.2%
Empower Advisory Group
878
Empower Advisory Group
Colorado
$3.37M -$212K -3,522 -6%
QWM
879
Quadcap Wealth Management
Texas
$3.37M +$140K +2,314 +4%
BFO
880
Boston Family Office
Massachusetts
$3.37M +$18.3K +304 +0.6%
NCM
881
Next Capital Management
New York
$3.35M +$549K +9,097 +20%
SFP
882
Sweet Financial Partners
Minnesota
$3.33M +$25.8K +427 +0.8%
FSG
883
Financial Strategies Group
Michigan
$3.32M -$5.73K -95 -0.2%
CA
884
Crumly & Associates
Illinois
$3.32M -$108K -1,798 -3%
SCM
885
Schnieders Capital Management
California
$3.3M +$2.8M +46,360 +704%
PPP
886
Private Portfolio Partners
New Jersey
$3.3M +$3.19M +52,942 New
GFWA
887
Grey Fox Wealth Advisors
Delaware
$3.3M +$169K +2,797 +6%
NEPWA
888
New England Private Wealth Advisors
Massachusetts
$3.29M +$333K +5,519 +12%
CNB
889
Camden National Bank
Maine
$3.29M -$275K -4,556 -8%
FWM
890
ForthRight Wealth Management
Georgia
$3.28M -$494K -8,195 -13%
KP
891
Keel Point
Alabama
$3.28M +$64.6K +1,071 +2%
ST
892
Sentinel Trust
Texas
$3.27M +$3.17M +52,495 New
TWG
893
The Wealth Group
Minnesota
$3.26M -$32.4K -538 -1%
BMCM
894
Bryn Mawr Capital Management
Pennsylvania
$3.21M +$176K +2,924 +6%
CB
895
Cadence Bank
Mississippi
$3.2M +$3.1M +51,410 New
WCM
896
Washburn Capital Management
Florida
$3.2M -$25K -415 -0.8%
CWM
897
C2C Wealth Management
Arizona
$3.18M +$19.9K +330 +0.6%
IAG
898
Investment Advisory Group
Massachusetts
$3.16M +$1.05M +17,373 +52%
CA
899
Claro Advisors
Massachusetts
$3.12M +$154K +2,550 +5%
MSWM
900
McGlone Suttner Wealth Management
Wisconsin
$3.12M +$2.26M +37,473 +296%

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.