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
SFA
1226
Source Financial Advisors
New York
$1.3M +$13.3K +221 +1%
WMP
1227
Wealth Management Partners
Arizona
$1.3M +$2.11K +35 +0.2%
SPC
1228
Spirepoint Private Client
Florida
$1.29M +$7.36K +122 +0.6%
IAS
1229
Insigneo Advisory Services
Florida
$1.29M +$120K +1,998 +11%
CP
1230
Creekside Partners
California
$1.29M +$3.08K +51 +0.2%
CCWM
1231
Correct Capital Wealth Management
Missouri
$1.29M -$42.5K -705 -3%
1WM
1232
1900 Wealth Management
Texas
$1.28M -$29.5K -490 -2%
TPA
1233
Trivium Point Advisory
Connecticut
$1.28M +$47.2K +783 +4%
FFA
1234
First Foundation Advisors
California
$1.27M -$576K -9,554 -32%
LA
1235
Legacy Advisors
Pennsylvania
$1.27M +$32.2K +534 +3%
LMIM
1236
Lockheed Martin Investment Management
Maryland
$1.26M
PFG
1237
PAX Financial Group
Texas
$1.26M +$492K +8,154 +68%
WP
1238
WealthShield Partners
North Carolina
$1.26M +$327K +5,420 +37%
SC
1239
Sapient Capital
Indiana
$1.26M -$23.2K -385 -2%
CWA
1240
Continuum Wealth Advisors
New York
$1.26M -$9.95K -165 -0.8%
ST
1241
Spinnaker Trust
Maine
$1.25M -$74.5K -1,235 -6%
LSA
1242
Lansing Street Advisors
Pennsylvania
$1.25M +$4.4K +73 +0.4%
PWM
1243
PBMares Wealth Management
Virginia
$1.25M +$24.1K +400 +2%
WCWM
1244
Wooster Corthell Wealth Management
Connecticut
$1.25M -$28K -464 -2%
CA
1245
CGN Advisors
Kansas
$1.25M -$366K -6,062 -23%
CIS
1246
Continental Investors Services
Washington
$1.24M -$61K -1,011 -5%
LC
1247
Lincoln Capital
Nebraska
$1.24M -$76.4K -1,267 -6%
EWA
1248
ERTS Wealth Advisors
Michigan
$1.24M -$225K -3,723 -16%
TWM
1249
Thrive Wealth Management
Pennsylvania
$1.24M -$13K -215 -1%
PFA
1250
Pinnacle Family Advisors
Missouri
$1.24M -$147K -2,444 -11%

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.