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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
GWS
1051
Glassman Wealth Services
Virginia
$2.05M -$691K -11,457 -26%
OC
1052
Oakworth Capital
Alabama
$2.04M -$4.16K -69 -0.2%
BA
1053
Brightwater Advisory
Florida
$2.04M +$236K +3,915 +14%
PPC
1054
Park Place Capital
Alabama
$2.03M -$541K -8,967 -22%
Tudor Investment Corp
1055
Tudor Investment Corp
Connecticut
$2.03M -$525K -8,708 -21%
PWM
1056
Prosperity Wealth Management
California
$2.02M -$215K -3,557 -10%
RCG
1057
Regatta Capital Group
California
$2.02M -$30.2K -500 -2%
MAM
1058
MMA Asset Management
Pennsylvania
$2.02M +$142K +2,356 +12%
9WM
1059
9258 Wealth Management
Ohio
$2.02M +$4.64K +77 +0.2%
BWM
1060
BigSur Wealth Management
Florida
$2.01M
LC
1061
LCNB Corp
Ohio
$2.01M -$44.9K -745 -2%
LWL
1062
Leo Wealth LLC
Texas
$2M -$22.1K -366 -1%
EW
1063
Evoke Wealth
California
$2M +$1.93M +32,083 New
EB
1064
Exchange Bank
California
$1.99M -$7.24K -120 -0.4%
TP
1065
Tranquility Partners
Tennessee
$1.99M +$33.5K +556 +2%
PFBT
1066
Parkside Financial Bank & Trust
Missouri
$1.98M -$5.43K -90 -0.3%
RA
1067
RFG Advisory
Alabama
$1.97M +$112K +1,852 +6%
IP
1068
Investment Partners
Ohio
$1.96M -$26K -431 -1%
T. Rowe Price Associates
1069
T. Rowe Price Associates
Maryland
$1.95M
CL
1070
COWA LLC
Oklahoma
$1.94M -$443K -7,352 -19%
TSWM
1071
Tyler-Stone Wealth Management
Ohio
$1.94M +$1.02M +16,959 +120%
TFG
1072
Taylor Financial Group
Virginia
$1.94M +$59.7K +990 +3%
CG
1073
Corundum Group
Colorado
$1.93M -$115K -1,900 -6%
SAG
1074
SageView Advisory Group
California
$1.92M -$1.48M -24,463 -44%
LRWA
1075
Long Run Wealth Advisors
New York
$1.92M +$196K +3,253 +12%

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.