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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
NCG
1076
Newport Capital Group
New Jersey
$1.92M -$48.1K -798 -3%
SIC
1077
Salem Investment Counselors
North Carolina
$1.92M +$17.4K +288 +0.9%
PGWM
1078
Pitti Group Wealth Management
New York
$1.91M
DWG
1079
Darden Wealth Group
Michigan
$1.91M -$19.2K -318 -1%
TIAAOA
1080
Teachers Insurance & Annuity Association of America
New York
$1.91M +$1.85M +30,671 New
HCA
1081
Heck Capital Advisors
Wisconsin
$1.9M -$8.27M -137,132 -82%
BMWM
1082
Brown Miller Wealth Management
Virginia
$1.9M -$35.6K -591 -2%
IAA
1083
Independent Advisor Alliance
North Carolina
$1.9M -$387K -6,419 -17%
XF
1084
XML Financial
Maryland
$1.89M +$197K +3,268 +12%
CCT
1085
Capital City Trust
Florida
$1.89M
AWP
1086
Ascent Wealth Partners
New York
$1.89M +$23.8K +394 +1%
IP
1087
Ignite Planners
California
$1.89M -$122K -2,028 -6%
HCA
1088
Harbour Capital Advisors
Virginia
$1.88M -$30.2K -500 -2%
GJIA
1089
Glass Jacobson Investment Advisors
Maryland
$1.87M +$112K +1,862 +7%
DCM
1090
Donaldson Capital Management
Indiana
$1.85M +$1.38M +22,945 +337%
NWMG
1091
National Wealth Management Group
Ohio
$1.85M +$198K +3,287 +12%
PCMC
1092
Private Capital Management (Colorado)
Colorado
$1.85M -$22.2K -368 -1%
BB
1093
Berkshire Bank
Massachusetts
$1.85M
CNWM
1094
Clay Northam Wealth Management
California
$1.84M +$558K +9,260 +46%
SI
1095
Saxon Interests
Texas
$1.84M +$59.8K +992 +3%
ASFA
1096
All Season Financial Advisors
Colorado
$1.84M +$152K +2,528 +9%
ATS
1097
Ashton Thomas Securities
New York
$1.83M +$594K +9,852 +51%
TW
1098
TrinityPoint Wealth
Connecticut
$1.83M +$128K +2,117 +8%
CCM
1099
Condor Capital Management
New Jersey
$1.82M +$58.1K +964 +3%
OCM
1100
Objective Capital Management
Ohio
$1.82M +$1.76M +29,243 New

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.