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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
PCM
1301
Pointe Capital Management
Michigan
$1.05M -$89.9K -1,490 -8%
PFGIA
1302
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M +$38.5K +639 +4%
TA
1303
TFG Advisers
Michigan
$1.05M -$10.1K -167 -1%
GAM
1304
Gemmer Asset Management
California
$1.05M +$216K +3,580 +27%
HNW
1305
High Note Wealth
Minnesota
$1.05M -$11.2K -185 -1%
AFO
1306
Allie Family Office
Florida
$1.05M
NEAM
1307
New England Asset Management
Connecticut
$1.04M
SWM
1308
SilverOak Wealth Management
Minnesota
$1.04M +$9.17K +152 +0.9%
HCM
1309
Howland Capital Management
Massachusetts
$1.04M
BCM
1310
Brookmont Capital Management
Texas
$1.04M -$2.83K -47 -0.3%
GGI
1311
Godsey & Gibb Inc
Virginia
$1.04M +$72.4K +1,201 +8%
WTA
1312
Washington Trust Advisors
Massachusetts
$1.03M +$965 +16 +0.1%
Russell Investments Group
1313
Russell Investments Group
United Kingdom
$1.03M +$596K +9,888 +148%
CKAIS
1314
Christensen King & Associates Investment Services
Washington
$1.03M +$159K +2,636 +19%
PPG
1315
Peak Planning Group
Colorado
$1.03M -$26K -431 -3%
HBWM
1316
Hollow Brook Wealth Management
New York
$1.03M
DFG
1317
Demars Financial Group
Washington
$1.03M -$45K -746 -4%
CAG
1318
Csenge Advisory Group
Florida
$1.02M -$34.7K -576 -3%
ST
1319
Sageworth Trust
Pennsylvania
$1.02M
LCM
1320
LVM Capital Management
Michigan
$1.02M
S
1321
SignatureFD
Georgia
$1.02M +$150K +2,488 +18%
EAM
1322
Evanson Asset Management
California
$1.02M -$4.95K -82 -0.5%
TIA
1323
Traphagen Investment Advisors
New Jersey
$1.01M +$60 +1 +0%
MFGM
1324
Marshall Financial Group (Maryland)
Maryland
$1.01M +$980K +16,249 New
T
1325
TNF
Montana
$1.01M -$1.69K -28 -0.2%

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.