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iShares Core S&P Mid-Cap ETF
IJH

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: 2,218 → 2,301 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347 → 353 (+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

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$520M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
4
UBS Group
UBS Group
Switzerland
+$166M
5
IAIM
International Assets Investment Management
Florida
+$103M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$247M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$233M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$114M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
HI
Horizon Investments
North Carolina
-$99.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
976
Intrua Financial
Texas
$2.45M -$166K -2,754 -7%
KIA
977
KCM Investment Advisors
California
$2.45M -$52.3K -867 -2%
NFP
978
NorthLanding Financial Partners
New York
$2.45M +$8.56K +142 +0.4%
VCA
979
Verdence Capital Advisors
Maryland
$2.44M -$7.72K -128 -0.3%
CIAS
980
CBIZ Investment Advisory Services
Ohio
$2.44M +$374K +6,209 +19%
1IA
981
1834 Investment Advisors
Wisconsin
$2.43M +$33.5K +555 +1%
GAM
982
GEM Asset Management
Michigan
$2.43M -$19.2K -318 -0.8%
CTFG
983
Capstone Triton Financial Group
Oklahoma
$2.42M -$3.32K -55 -0.1%
CIC
984
Carnegie Investment Counsel
Ohio
$2.41M -$89.9K -1,490 -4%
MTIC
985
Missouri Trust & Investment Company
Missouri
$2.4M +$308K +5,100 +15%
BA
986
Ballew Advisors
Mississippi
$2.38M +$100K +1,664 +5%
LFP
987
Lakeshore Financial Planning
Michigan
$2.37M – – –
MWM
988
MY Wealth Management
Maryland
$2.37M -$58.5K -970 -2%
KTA
989
Keeley-Teton Advisors
Illinois
$2.35M +$174K +2,886 +8%
FWP
990
FAS Wealth Partners
Kansas
$2.35M +$647K +10,722 +40%
G
991
Gainplan
Michigan
$2.35M +$31.2K +518 +1%
BEI
992
Benjamin Edwards Inc
Missouri
$2.34M +$2.27M +37,615 New
CFO
993
Colony Family Offices
North Carolina
$2.34M +$215K +3,573 +11%
EW
994
Enzi Wealth
Texas
$2.34M -$1.51K -25 -0.1%
KWA
995
Kingswood Wealth Advisors
California
$2.34M +$516K +8,550 +30%
CSIC
996
Clifford Swan Investment Counsel
California
$2.31M – – –
SAS
997
Stelac Advisory Services
New York
$2.31M +$165K +2,737 +8%
State of Wisconsin Investment Board
998
State of Wisconsin Investment Board
Wisconsin
$2.3M +$1.34M +22,200 +150%
GFG
999
Greystone Financial Group
Michigan
$2.3M +$1.29M +21,367 +137%
EWA
1000
EverSource Wealth Advisors
Alabama
$2.3M +$254K +4,207 +13%
38 39
40
41 42

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.