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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
CGPCS
926
Capital Group Private Client Services
California
$2.87M -$16.5K -273 -0.6%
MWA
927
Merkkuri Wealth Advisors
New York
$2.86M +$232K +3,853 +9%
SWM
928
SigFig Wealth Management
California
$2.84M -$47.8K -793 -2%
ATWA
929
Arbor Trust Wealth Advisors
Michigan
$2.81M
AF
930
Apexium Financial
Texas
$2.77M -$45K -746 -2%
SGK
931
Steigerwald Gordon & Koch
Virginia
$2.77M +$29.6K +491 +1%
HSWS
932
Higgins & Schmidt Wealth Strategies
Colorado
$2.76M -$3.14K -52 -0.1%
PWG
933
Private Wealth Group
Florida
$2.76M
CIR
934
Clear Investment Research
Georgia
$2.76M -$2.72M -45,064 -50%
HSA
935
HBK Sorce Advisory
Pennsylvania
$2.75M -$110K -1,830 -4%
BFO
936
Biltmore Family Office
North Carolina
$2.75M -$111K -1,836 -4%
WS
937
Wedbush Securities
California
$2.74M +$179K +2,962 +7%
MWM
938
Mission Wealth Management
California
$2.72M +$741K +12,286 +39%
SIAS
939
Summit Investment Advisory Services
Minnesota
$2.71M +$2.62M +43,417 New
KAS
940
KPP Advisory Services
Kentucky
$2.7M -$2.86M -47,427 -52%
EC
941
Estate Counselors
Wisconsin
$2.7M +$376K +6,229 +17%
NPFS
942
Novak & Powell Financial Services
Florida
$2.68M +$42.7K +708 +2%
PPWP
943
Premier Path Wealth Partners
New Jersey
$2.68M -$97.8K -1,622 -4%
DAS
944
Diversify Advisory Services
Utah
$2.67M +$167K +2,769 +7%
CPC
945
Congress Park Capital
New York
$2.67M +$113K +1,878 +5%
VIM
946
Vista Investment Management
Pennsylvania
$2.66M -$9.83K -163 -0.4%
DFA
947
Delta Financial Advisors
Louisiana
$2.65M +$27.6K +458 +1%
PCA
948
Providence Capital Advisors
North Carolina
$2.64M +$71.6K +1,187 +3%
EFL
949
ERn Financial LLC
Wisconsin
$2.64M -$25.6K -424 -1%
BFW
950
Brady Family Wealth
Missouri
$2.63M -$5.67K -94 -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.