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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
GAG
1126
GM Advisory Group
New York
$1.71M +$253K +4,191 +18%
MI
1127
Moneywise Inc
Virginia
$1.71M -$1.61M -26,648 -49%
CBB
1128
Citizens Business Bank
California
$1.69M -$53.9K -893 -3%
TFF
1129
The Family Firm
Maryland
$1.69M -$13.9K -231 -0.8%
WA
1130
WP Advisors
California
$1.69M +$6.21K +103 +0.4%
OWA
1131
One Wealth Advisors
California
$1.69M -$33.6K -557 -2%
GWA
1132
GGM Wealth Advisors
Maryland
$1.68M +$11.9K +197 +0.7%
MIM
1133
Marco Investment Management
Georgia
$1.68M +$160K +2,660 +11%
CD
1134
Chapin Davis
Maryland
$1.68M -$36.2K -601 -2%
TMWM
1135
Taylor & Morgan Wealth Management
Michigan
$1.68M
CIS
1136
Connors Investor Services
Pennsylvania
$1.67M +$57.6K +955 +4%
MMHP
1137
Murphy Middleton Hinkle & Parker
Georgia
$1.67M -$66.9K -1,109 -4%
PA
1138
PSI Advisors
Florida
$1.66M -$335K -5,561 -17%
AWA
1139
Aaron Wealth Advisors
Illinois
$1.66M +$2.83K +47 +0.2%
MWAM
1140
Manhattan West Asset Management
California
$1.65M -$1.76M -29,231 -52%
BFG
1141
Baron Financial Group
New Jersey
$1.65M -$70.6K -1,170 -4%
CFG
1142
Cosner Financial Group
Colorado
$1.65M -$1.63K -27 -0.1%
LSAG
1143
Lake Street Advisors Group
New Hampshire
$1.65M +$1.57K +26 +0.1%
IFO
1144
Independent Family Office
New York
$1.65M +$70.3K +1,165 +5%
BSG
1145
Black Swift Group
Colorado
$1.64M +$1.59M +26,375 New
BAM
1146
Berkshire Asset Management
Pennsylvania
$1.63M
GI
1147
GAMMA Investing
California
$1.63M +$99.4K +1,649 +7%
VF
1148
Vawter Financial
Ohio
$1.63M +$112K +1,858 +8%
MAWCM
1149
Mine & Arao Wealth Creation & Management
California
$1.63M +$3.68K +61 +0.2%
KLCM
1150
KG&L Capital Management
Louisiana
$1.62M -$10.4K -173 -0.7%

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.