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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
AIA
1026
Arcadia Investment Advisors
Idaho
$2.17M -$36.5K -606 -2%
OSAM
1027
O'Shaughnessy Asset Management
Connecticut
$2.16M +$174K +2,878 +9%
ACIM
1028
Azimuth Capital Investment Management
Michigan
$2.15M -$34.7K -575 -2%
PTC
1029
Philadelphia Trust Company
Pennsylvania
$2.14M +$37.4K +620 +2%
EA
1030
Everpar Advisors
Oklahoma
$2.13M +$182K +3,018 +10%
TRCT
1031
Tower Research Capital (TRC)
New York
$2.13M +$2.07M +34,256 New
TIA
1032
Tiemann Investment Advisors
California
$2.12M +$44.9K +744 +2%
SCA
1033
St. Clair Advisors
Ohio
$2.12M -$70.4K -1,168 -3%
TSW
1034
Three Seasons Wealth
Utah
$2.11M -$110K -1,817 -5%
RWIA
1035
Roger Wittlin Investment Advisory
California
$2.11M +$7.84K +130 +0.4%
MBTD
1036
Mechanics Bank - Trust Department
California
$2.11M +$302K +5,010 +17%
FCA
1037
FinTrust Capital Advisors
South Carolina
$2.1M -$31.3K -519 -2%
MIM
1038
Macroview Investment Management
Maryland
$2.08M +$3.5K +58 +0.2%
MC
1039
Moors & Cabot
Massachusetts
$2.08M +$43.7K +725 +2%
AWA
1040
Amplius Wealth Advisors
Pennsylvania
$2.08M +$10.1K +167 +0.5%
CWM
1041
Campbell Wealth Management
Virginia
$2.08M +$2.01M +33,328 New
PFG
1042
Prosperity Financial Group
California
$2.07M +$2.41K +40 +0.1%
BFC
1043
Bedel Financial Consulting
Indiana
$2.07M +$112K +1,854 +6%
WGCA
1044
Wolf Group Capital Advisors
Virginia
$2.07M -$3.2M -53,090 -87%
FAM
1045
Forte Asset Management
New York
$2.07M +$9.77K +162 +0.5%
FCA
1046
Fortis Capital Advisors
Kansas
$2.07M +$1.54M +25,456 +329%
OFS
1047
Oldfather Financial Services
Nebraska
$2.06M +$2.05K +34 +0.1%
SIA
1048
SeaBridge Investment Advisors
New Jersey
$2.06M
CG
1049
Caprock Group
Idaho
$2.05M -$12.1K -200 -0.6%
RWP
1050
Revolve Wealth Partners
New Jersey
$2.05M -$117K -1,940 -6%

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.