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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
LNWWM
901
Laird Norton Wetherby Wealth Management
California
$3.11M -$214K -3,550 -7%
BRM
902
Boston Research & Management
Massachusetts
$3.1M +$12.8K +213 +0.4%
SB
903
Strategic Blueprint
Georgia
$3.06M -$72.5K -1,202 -2%
GHA
904
GW Henssler & Associates
Georgia
$3.05M +$184K +3,049 +7%
BC
905
Bowman & Company
Wisconsin
$3.05M -$5.73K -95 -0.2%
HWMT
906
Heritage Wealth Management (Texas)
Texas
$3.04M -$47.8K -792 -2%
BONH
907
Bank of New Hampshire
New Hampshire
$3.04M +$12.2K +203 +0.4%
LWM
908
Lyell Wealth Management
California
$3.04M -$125K -2,065 -4%
E
909
ETFidea
New York
$3.02M +$38.3K +635 +1%
IC
910
IEQ Capital
California
$3.02M -$32.8K -544 -1%
AFG
911
Allegheny Financial Group
Pennsylvania
$3.02M +$83.8K +1,390 +3%
3F
912
360 Financial
Minnesota
$3.01M +$52.4K +869 +2%
GPI
913
General Partner Inc
Pennsylvania
$3.01M
TFA
914
Trinity Financial Advisors
Ohio
$2.98M -$1.09M -18,082 -17%
TAM
915
Townsend Asset Management
North Carolina
$2.95M -$36.1K -599 -1%
SFG
916
SevenBridge Financial Group
Pennsylvania
$2.95M -$40.6K -673 -1%
PG
917
Patten Group
Tennessee
$2.95M +$13.3K +221 +0.5%
FG
918
Fairman Group
Pennsylvania
$2.91M +$62.8K +1,041 +2%
CA
919
Continuum Advisory
Idaho
$2.91M -$101K -1,674 -4%
BMM
920
Buffington Mohr McNeal
Idaho
$2.89M -$22.6K -375 -0.8%
BWM
921
Birchcreek Wealth Management
Ohio
$2.89M +$59.3K +983 +2%
UBS AM
922
UBS AM
Illinois
$2.89M +$2.79M +46,294 New
MW
923
Marcum Wealth
Ohio
$2.88M +$974K +16,159 +54%
Koshinski Asset Management
924
Koshinski Asset Management
Illinois
$2.88M +$9.29K +154 +0.3%
FCA
925
FLC Capital Advisors
California
$2.87M -$36K -597 -1%

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.