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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
CW
1001
CIC Wealth
Maryland
$2.3M +$1.15K +19 +0.1%
LIM
1002
Letson Investment Management
Georgia
$2.29M – – –
BAAM
1003
Baker Avenue Asset Management
California
$2.29M +$204K +3,386 +10%
OC
1004
Opinicus Capital
Florida
$2.29M +$21K +349 +1%
GAM
1005
Gotham Asset Management
New York
$2.28M +$66.4K +1,101 +3%
ASW
1006
Astoria Strategic Wealth
Texas
$2.28M -$96K -1,592 -4%
AF
1007
Amara Financial
California
$2.27M +$2.2M +36,491 New
CNBT
1008
Canandaigua National Bank & Trust
New York
$2.27M +$2.2M +36,449 New
QCM
1009
QRG Capital Management
Illinois
$2.27M +$793K +13,151 +57%
FB
1010
Fulton Bank
Pennsylvania
$2.26M +$283K +4,691 +15%
WTB
1011
Washington Trust Bank
Washington
$2.26M +$60.3K +1,000 +3%
CMAI
1012
Capital Management Associates Inc
Minnesota
$2.26M +$2.11K +35 +0.1%
CI
1013
Cambiar Investors
Colorado
$2.25M -$701K -11,627 -24%
WDL
1014
Well Done LLC
Michigan
$2.25M +$104K +1,728 +5%
AF
1015
Apollon Financial
South Carolina
$2.25M +$1.29M +21,423 +146%
CBT
1016
CoreFirst Bank & Trust
Kansas
$2.24M +$221K +3,660 +11%
RWM
1017
Rockwood Wealth Management
Pennsylvania
$2.24M +$181K +3,008 +9%
HNWAG
1018
High Net Worth Advisory Group
Florida
$2.24M -$22.6K -375 -1%
WWC
1019
Waypoint Wealth Counsel
Georgia
$2.23M +$241K +4,002 +13%
TWC
1020
TD Waterhouse Canada
Ontario, Canada
$2.23M +$229K +3,801 +12%
RT
1021
Rockland Trust
Massachusetts
$2.22M -$106K -1,766 -5%
KBFS
1022
Kohmann Bosshard Financial Services
Ohio
$2.2M – – –
IA
1023
Insight Advisors
Pennsylvania
$2.19M +$1.5M +24,824 +240%
CCA
1024
Carrera Capital Advisors
Michigan
$2.19M +$166K +2,753 +9%
BA
1025
Bridge Advisory
California
$2.17M -$118K -1,960 -5%
39 40
41
42 43

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.