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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
CWM
76
Connecticut Wealth Management
Connecticut
$121M +$5.03M +83,489 +4%
FT
77
Fiduciary Trust
Massachusetts
$115M +$2.59M +42,954 +2%
CWM
78
Cahaba Wealth Management
Georgia
$113M +$2.77M +45,966 +3%
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$113M +$3.09M +51,201 +3%
WT
80
Whittier Trust
California
$107M +$2.21M +36,610 +2%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$104M +$8.34M +138,351 +9%
BPWM
82
Badgley Phelps Wealth Managers
Washington
$99.2M +$715K +11,860 +0.8%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$98.7M +$6.85M +113,532 +8%
AIM
84
Acropolis Investment Management
Missouri
$98.4M +$80.5K +1,335 +0.1%
LW
85
Linscomb Wealth
Texas
$96.9M -$2.51M -41,702 -3%
SPIA
86
Steward Partners Investment Advisory
New York
$95.7M +$3.51M +58,187 +4%
FMII
87
Farmers & Merchants Investments Inc
Nebraska
$95.3M +$1.45M +24,078 +2%
Fidelity International
88
Fidelity International
Bermuda
$95.2M -$3.35M -55,517 -4%
Bessemer Group
89
Bessemer Group
New Jersey
$90.8M -$7.37M -122,280 -8%
LFS
90
Lutz Financial Services
Nebraska
$90.2M +$766K +12,701 +0.9%
KAS
91
Kestra Advisory Services
Texas
$90.1M -$1.86M -30,805 -2%
FIB
92
First Interstate Bank
Montana
$89.9M +$1.87M +31,071 +2%
State Street
93
State Street
Massachusetts
$88.2M -$2.64M -43,800 -3%
LWMT
94
Legacy Wealth Management (Tennessee)
Tennessee
$87.8M -$1.79M -29,619 -2%
M&T Bank
95
M&T Bank
New York
$86.1M -$2.13M -35,322 -2%
KA
96
Klingman & Associates
New York
$84.7M +$3.11M +51,614 +4%
BFPW
97
BOK Financial Private Wealth
Colorado
$82.8M -$878K -14,562 -1%
Janney Montgomery Scott
98
Janney Montgomery Scott
Pennsylvania
$82.3M +$79.6M +1,320,477 New
FSC
99
Full Sail Capital
Oklahoma
$80.6M -$312K -5,173 -0.4%
LF
100
Lee Financial
Texas
$80M +$3.87M +64,152 +5%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.