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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
DW
1201
Dodds Wealth
Colorado
$1.37M +$51.4K +853 +4%
CFA
1202
CWS Financial Advisors
Michigan
$1.37M +$3.44K +57 +0.3%
CCA
1203
Clearwater Capital Advisors
Illinois
$1.37M +$35.2K +584 +3%
KFGK
1204
Keystone Financial Group (Kentucky)
Kentucky
$1.37M +$1.32M +21,924 New
TPWA
1205
Twin Peaks Wealth Advisors
California
$1.36M -$43K -713 -3%
CCG
1206
Cypress Capital Group
Florida
$1.36M -$64.5K -1,069 -5%
IPW
1207
Invictus Private Wealth
Colorado
$1.36M -$20.1K -333 -2%
GF
1208
GGM Financials
Ohio
$1.36M +$61.3K +1,017 +5%
TIM
1209
Tortoise Investment Management
New York
$1.36M -$30.2K -500 -2%
CIA
1210
Compass Ion Advisors
Pennsylvania
$1.35M +$840K +13,928 +181%
LNB
1211
Ledyard National Bank
$1.35M +$30.2K +500 +2%
MAM
1212
MWA Asset Management
Massachusetts
$1.34M +$17.5K +291 +1%
SWM
1213
Shakespeare Wealth Management
Wisconsin
$1.34M -$56K -929 -4%
CANC
1214
Culbertson A N & Co
Virginia
$1.34M +$19.3K +320 +2%
KCPG
1215
Kavar Capital Partners Group
Kansas
$1.34M +$1.21K +20 +0.1%
CPIA
1216
Cornell Pochily Investment Advisors
New York
$1.33M +$313K +5,195 +32%
SL
1217
SFM LLC
New Hampshire
$1.33M -$44.2K -733 -3%
FNA
1218
First National Advisers
Nebraska
$1.33M +$163K +2,699 +14%
WPW
1219
Watershed Private Wealth
Illinois
$1.32M -$175K -2,905 -12%
FWA
1220
FSC Wealth Advisors
New York
$1.32M +$178K +2,948 +16%
DI
1221
Disciplined Investments
Oklahoma
$1.32M +$46.3K +768 +4%
TFA
1222
Teamwork Financial Advisors
Texas
$1.31M -$11.5M -190,143 -90%
MKW
1223
Mullaney, Keating & Wright
Connecticut
$1.31M +$420K +6,964 +49%
CCM
1224
Colorado Capital Management
Colorado
$1.31M -$24.4K -405 -2%
NCFG
1225
New Century Financial Group
New Jersey
$1.31M -$14.7K -243 -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.