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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
AT
1276
Arlington Trust
Alabama
$1.13M +$1.1M +18,160 New
DACG
1277
Donor Advised Charitable Giving
California
$1.13M -$65K -1,078 -6%
AFG
1278
Atomi Financial Group
New York
$1.12M +$195K +3,235 +22%
BW
1279
Basepoint Wealth
Iowa
$1.12M -$22.3K -370 -2%
MA
1280
MBA Advisors
Pennsylvania
$1.12M -$3.62K -60 -0.3%
CFO
1281
Collective Family Office
Pennsylvania
$1.12M -$38.3K -635 -3%
BFWM
1282
Bright Futures Wealth Management
New York
$1.11M -$8.08K -134 -0.7%
SW
1283
SteelPeak Wealth
California
$1.11M +$217K +3,598 +25%
USCWA
1284
U.S. Capital Wealth Advisors
Texas
$1.11M +$784 +13 +0.1%
TF
1285
Tudor Financial
Ohio
$1.11M +$1.07M +17,778 New
NFC
1286
Northeast Financial Consultants
Connecticut
$1.11M +$7.9K +131 +0.7%
PCM
1287
Presidio Capital Management
California
$1.11M -$193K -3,205 -15%
SAM
1288
Sawgrass Asset Management
Florida
$1.1M +$433K +7,175 +68%
EAM
1289
Empirical Asset Management
Massachusetts
$1.1M -$27.3K -453 -2%
TFGT
1290
TS Financial Group (TSFG)
Illinois
$1.1M -$109K -1,809 -9%
WH
1291
Willner & Heller
California
$1.1M -$6.69K -111 -0.6%
OPA
1292
Old Port Advisors
Maine
$1.09M -$54.2K -898 -5%
FSWA
1293
Financial Synergies Wealth Advisors
Texas
$1.08M -$671K -11,131 -39%
OCM
1294
One Capital Management
California
$1.08M -$10.6K -175 -1%
MCWA
1295
Meadow Creek Wealth Advisors
Georgia
$1.08M +$108K +1,791 +12%
ESB
1296
Essex Savings Bank
Connecticut
$1.07M -$571K -9,461 -35%
TCM
1297
Tufton Capital Management
Maryland
$1.07M -$248K -4,106 -19%
AP
1298
Appleton Partners
Massachusetts
$1.06M -$24.8K -411 -2%
IWP
1299
Invenio Wealth Partners
Florida
$1.06M -$8.74K -145 -0.8%
GWM
1300
Greenwich Wealth Management
Connecticut
$1.06M -$10.6K -175 -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.