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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
CFSG
1101
Community Financial Services Group
Vermont
$1.82M -$48.1K -797 -3%
NP
1102
NorthRock Partners
Minnesota
$1.82M -$238K -3,954 -12%
NS
1103
NBC Securities
Alabama
$1.81M +$332K +5,499 +23%
AFC
1104
AFT Forsyth & Company
Florida
$1.8M -$663 -11 -0%
CAS
1105
Coppell Advisory Solutions
Texas
$1.8M +$223K +3,692 +15%
OFG
1106
Oxford Financial Group
Indiana
$1.78M +$236K +3,920 +16%
V
1107
VeraBank
Texas
$1.78M
AAG
1108
Armstrong Advisory Group
Massachusetts
$1.77M +$13.7K +227 +0.8%
RWMG
1109
Redwood Wealth Management Group
New Jersey
$1.77M -$23.2K -385 -1%
FPGK
1110
Financial Partners Group (Kansas)
Kansas
$1.76M -$2.65K -44 -0.2%
DWP
1111
Daymark Wealth Partners
Ohio
$1.75M +$21.6K +358 +1%
CFG
1112
Cooper Financial Group
California
$1.75M -$70K -1,160 -4%
ONST
1113
Old North State Trust
North Carolina
$1.75M +$8.2K +136 +0.5%
AC
1114
AWM Capital
Arizona
$1.75M +$286K +4,750 +20%
PVAMC
1115
PPS&V Asset Management Consultants
Michigan
$1.75M -$59.6K -989 -3%
TA
1116
TFB Advisors
Kansas
$1.74M +$8.2K +136 +0.5%
ACA
1117
Aptus Capital Advisors
Alabama
$1.74M +$378K +6,271 +29%
CC
1118
Cadinha & Co
Hawaii
$1.74M -$27.4K -454 -2%
VAS
1119
Vestmark Advisory Solutions
Massachusetts
$1.73M +$274K +4,539 +20%
FNC
1120
First National Corp
Massachusetts
$1.73M +$95.9K +1,591 +6%
ANB
1121
Amarillo National Bank
Texas
$1.72M +$2.59K +43 +0.2%
TFS
1122
Thoroughbred Financial Services
Tennessee
$1.72M +$38.4K +636 +2%
AFP
1123
Ausdal Financial Partners
Iowa
$1.72M +$184K +3,044 +12%
FCB
1124
First County Bank
Connecticut
$1.71M -$109K -1,800 -6%
SC
1125
SouthState Corp
Florida
$1.71M +$491K +8,139 +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.