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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
APP
1251
Avantax Planning Partners
Iowa
$1.23M -$176K -2,912 -13%
BLC
1252
Brown, Lisle/Cummings
Rhode Island
$1.23M -$182K -3,025 -13%
RRA
1253
Round Rock Advisors
Connecticut
$1.23M -$58.8K -975 -5%
WC
1254
Waterloo Capital
Texas
$1.23M +$419K +6,949 +54%
SAM
1255
S.A. Mason
Michigan
$1.23M +$95.6K +1,585 +9%
KHC
1256
Koesten Hirschmann & Crabtree
Kansas
$1.23M -$36.2K -600 -3%
TCB
1257
Texas Capital Bancshares
Texas
$1.22M +$75.3K +1,248 +7%
RA
1258
Ruggaard & Associates
Ohio
$1.22M -$13.9K -230 -1%
FHC
1259
First Heartland Consultants
Missouri
$1.22M +$104K +1,726 +10%
CAMG
1260
CWA Asset Management Group
Florida
$1.22M +$1.18M +19,606 New
ACG
1261
Allen Capital Group
Nebraska
$1.22M -$122K -2,021 -9%
BFA
1262
Buttonwood Financial Advisors
Maryland
$1.22M +$11.3K +187 +1%
CWC
1263
Carolinas Wealth Consulting
North Carolina
$1.21M -$13.1K -217 -1%
EIA
1264
Edgemoor Investment Advisors
Maryland
$1.21M +$115K +1,913 +11%
WA
1265
WBH Advisory
Maryland
$1.2M -$10K -166 -0.9%
FFA
1266
Fortune Financial Advisors
Kansas
$1.19M -$101K -1,668 -8%
MJRIC
1267
Mogy Joel R Investment Counsel
California
$1.19M -$48.2K -800 -4%
SAM
1268
Smartleaf Asset Management
Massachusetts
$1.18M +$1.01M +16,742 +736%
S
1269
Sunpointe
Missouri
$1.18M +$461K +7,639 +67%
DWM
1270
Diversify Wealth Management
Utah
$1.18M +$1.14M +18,856 New
PTB
1271
Pioneer Trust Bank
Oregon
$1.17M
SG Americas Securities
1272
SG Americas Securities
New York
$1.15M -$6.01M -99,654 -84%
GL
1273
Gerber LLC
Ohio
$1.14M
MWA
1274
Midland Wealth Advisors
Illinois
$1.14M -$270K -4,484 -20%
PIMG
1275
Patriot Investment Management Group
Tennessee
$1.13M -$42.2K -700 -4%

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.