We are live on ! Find out more
IJH icon

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
WOSD
1176
WFA of San Diego
California
$1.48M +$21.6K +359 +2%
SS
1177
Sunbelt Securities
Texas
$1.47M +$18.1K +300 +1%
TCOT
1178
Trust Company of Toledo
Ohio
$1.47M -$31.3K -519 -2%
PCA
1179
Pallas Capital Advisors
Massachusetts
$1.46M -$163K -2,698 -10%
EGWAG
1180
Elwood & Goetz Wealth Advisory Group
Georgia
$1.46M +$4.16K +69 +0.3%
CWS
1181
Confluence Wealth Services
Pennsylvania
$1.46M +$47.6K +790 +3%
BWA
1182
Beam Wealth Advisors
Louisiana
$1.45M +$391K +6,478 +38%
AA
1183
Axiom Advisory
California
$1.45M +$27.4K +454 +2%
LL
1184
LWMG LLC
Minnesota
$1.44M -$38.8K -644 -3%
KW
1185
KWB Wealth
California
$1.44M +$35.3K +586 +2%
BF
1186
Blankinship & Foster
California
$1.44M -$64K -1,061 -4%
PVI
1187
Pine Valley Investments
New Jersey
$1.43M -$31.1K -515 -2%
FIA
1188
Foundations Investment Advisors
Arizona
$1.41M -$104K -1,731 -7%
AssetMark Inc
1189
AssetMark Inc
California
$1.4M +$144K +2,388 +12%
CWM
1190
Calamos Wealth Management
Illinois
$1.4M +$133K +2,198 +11%
WA
1191
Wealthstream Advisors
New York
$1.4M
TNBTD
1192
Trustmark National Bank Trust Department
Mississippi
$1.4M +$204K +3,384 +18%
PFG
1193
Pinnacle Financial Group
Illinois
$1.39M +$844 +14 +0.1%
ZF
1194
Zhang Financial
Michigan
$1.39M +$6.57K +109 +0.5%
SCM
1195
Sage Capital Management
New Jersey
$1.38M +$5K +83 +0.4%
STA
1196
Smith Thornton Advisors
Alabama
$1.38M -$1.21K -20 -0.1%
CHA
1197
Carmichael Hill & Associates
Maryland
$1.38M +$166K +2,752 +14%
NSAM
1198
North Star Asset Management
Wisconsin
$1.38M -$345K -5,715 -21%
MWA
1199
Motive Wealth Advisors
Michigan
$1.37M
DIA
1200
Dana Investment Advisors
Wisconsin
$1.37M +$9.17K +152 +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.