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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
VC
101
Vicus Capital
Pennsylvania
$79.6M +$634K +10,508 +0.8%
CAM
102
Chandler Asset Management
California
$78.5M -$103K -1,715 -0.1%
SFG
103
Sage Financial Group
Pennsylvania
$78.4M +$1.32M +21,893 +2%
AIA
104
Ally Invest Advisors
North Carolina
$75.7M -$36.3M -601,560 -33%
TIAA Trust, National Association
105
TIAA Trust, National Association
North Carolina
$75.6M -$1.73M -28,697 -2%
LRIA
106
Leonard Rickey Investment Advisors
Washington
$74.7M +$293K +4,860 +0.4%
GIM
107
Goelzer Investment Management
Indiana
$73.6M +$2.65M +43,938 +4%
PA
108
Planning Alternatives
Michigan
$73.3M +$231K +3,826 +0.3%
RWB
109
RMR Wealth Builders
New Jersey
$71.3M +$2.06M +34,155 +3%
DIP
110
DT Investment Partners
Pennsylvania
$71.3M +$2.05M +34,015 +3%
AFG
111
Arkansas Financial Group
Arkansas
$71.2M -$525K -8,699 -0.8%
RWM
112
RKL Wealth Management
Pennsylvania
$70.4M +$2.48M +41,133 +4%
EH
113
Equitable Holdings
New York
$70.4M +$4.67M +77,473 +7%
TFO
114
Tarbox Family Office
California
$70.3M +$37.1K +616 +0.1%
Ensign Peak Advisors
115
Ensign Peak Advisors
Utah
$69.8M +$37M +613,009 +121%
SWP
116
Stratos Wealth Partners
Ohio
$68.8M +$2.64M +43,785 +4%
LI
117
LVZ Inc
Michigan
$68.6M +$1.69M +27,982 +3%
MGIA
118
Moneta Group Investment Advisors
Missouri
$67.3M +$695K +11,519 +1%
BP
119
Ballentine Partners
Massachusetts
$66.4M +$10.7M +176,757 +20%
AWE
120
Avidian Wealth Enterprises
Texas
$65.6M +$2.78M +46,072 +5%
Citigroup
121
Citigroup
New York
$65.5M +$21.4M +354,585 +51%
Bank of Nova Scotia
122
Bank of Nova Scotia
Ontario, Canada
$65M
PFM
123
Phillips Financial Management
Indiana
$64.7M -$3.82M -63,385 -6%
IWC
124
Integrated Wealth Concepts
Massachusetts
$64.4M +$15.6M +259,039 +33%
CCFCSB
125
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M -$98.4K -1,632 -0.2%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.