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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
TW
1151
TritonPoint Wealth
Maryland
$1.6M -$95K -1,575 -6%
FA
1152
Fiducient Advisors
Illinois
$1.6M -$8.68K -144 -0.6%
WE
1153
Wealth Effects
Massachusetts
$1.6M
SCM
1154
Sterling Capital Management
North Carolina
$1.6M +$1.55M +25,648 New
EK
1155
Evensky & Katz
Florida
$1.6M -$87.1K -1,444 -5%
QCM
1156
Quantinno Capital Management
New York
$1.59M +$381K +6,320 +33%
MAS
1157
Madden Advisory Services
Florida
$1.58M -$9.23K -153 -0.6%
CCM
1158
Crew Capital Management
Ohio
$1.58M -$5.7M -94,464 -79%
GSIAS
1159
Garden State Investment Advisory Services
New Jersey
$1.58M +$4.95K +82 +0.3%
AAM
1160
Ameraudi Asset Management
New York
$1.57M +$60 +1 +0%
LA
1161
Lane & Associates
New Jersey
$1.57M +$94.2K +1,562 +7%
OHWP
1162
Oak Harbor Wealth Partners
North Carolina
$1.56M +$31.4K +520 +2%
SI
1163
Seeds Investor
New York
$1.55M +$883K +14,641 +143%
JWBC
1164
John W. Brooker & Co
California
$1.55M +$40.3K +668 +3%
EPA
1165
Element Pointe Advisors
Florida
$1.55M -$51K -845 -3%
CCA
1166
Cora Capital Advisors
New Jersey
$1.55M +$6.63K +110 +0.4%
RMCM
1167
Reynders McVeigh Capital Management
Massachusetts
$1.55M
AG
1168
Ascent Group
Virginia
$1.54M -$15.4K -255 -1%
GI
1169
GS Investments
Minnesota
$1.53M -$6.63K -110 -0.4%
UBV
1170
United Bank (Virginia)
Virginia
$1.53M -$606K -10,044 -29%
DSC
1171
Duncker Streett & Co
Missouri
$1.52M -$69.9K -1,159 -5%
YIH
1172
Y-Intercept (HK)
Hong Kong
$1.51M +$1.47M +24,309 New
AWA
1173
ARQ Wealth Advisors
Arizona
$1.5M -$6.88K -114 -0.5%
OWA
1174
Octavia Wealth Advisors
Ohio
$1.5M
OC
1175
Oarsman Capital
Wisconsin
$1.49M -$18K -298 -1%

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.