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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
MCM
951
Maple Capital Management
Vermont
$2.62M -$82.1K -1,362 -3%
PCMF
952
Private Capital Management (Florida)
Florida
$2.61M +$87.4K +1,449 +4%
EFG
953
Embree Financial Group
Illinois
$2.6M +$11K +183 +0.4%
SYBT
954
Stock Yards Bank & Trust
Kentucky
$2.6M +$89.2K +1,479 +4%
WAM
955
Weinberger Asset Management
California
$2.59M -$51.1K -847 -2%
IAS
956
Investment Advisory Services
Texas
$2.58M +$85.5K +1,417 +4%
NF
957
Nikulski Financial
Iowa
$2.57M +$2.35K +39 +0.1%
DPI
958
Diversified Portfolios Inc
Michigan
$2.56M -$257K -4,255 -9%
W
959
WorthPointe
California
$2.56M +$4.4K +73 +0.2%
CPP
960
Capasso Planning Partners
South Carolina
$2.55M +$153K +2,538 +7%
WCWM
961
Willow Creek Wealth Management
California
$2.54M -$101K -1,667 -4%
SAMC
962
Spectrum Asset Management (California)
California
$2.54M -$8.93K -148 -0.4%
SAM
963
Silvercrest Asset Management
New York
$2.53M +$257K +4,262 +12%
AWMNH
964
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.53M +$127K +2,106 +5%
CFFP
965
Center for Financial Planning
Michigan
$2.52M +$20.1K +333 +0.8%
GC
966
Gilbert & Cook
Iowa
$2.51M -$53.4K -886 -2%
B
967
Bensler
Washington
$2.51M +$5.91K +98 +0.2%
ABTD
968
Arvest Bank Trust Division
Oklahoma
$2.5M +$2.42M +40,140 New
Betterment LLC
969
Betterment LLC
New York
$2.49M +$87K +1,443 +4%
FIM
970
Fernwood Investment Management
Massachusetts
$2.48M -$786K -13,040 -25%
BFM
971
Broadview Financial Management
Wisconsin
$2.48M +$7K +116 +0.3%
OCM
972
Orion Capital Management
California
$2.48M -$406K -6,732 -14%
CAL
973
Capital Advisors Ltd
Ohio
$2.47M +$33.1K +549 +1%
FFO
974
Fortitude Family Office
Arizona
$2.47M -$11.8K -196 -0.5%
CPRC
975
Consolidated Portfolio Review Corp
New York
$2.45M +$48.1K +797 +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.