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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
SEIA
1326
Signature Estate & Investment Advisors
California
$1.01M +$43.3K +718 +5%
CPC
1327
Consolidated Planning Corp
Georgia
$1.01M -$1.71M -28,330 -64%
SWM
1328
Stockman Wealth Management
Montana
$1M -$279K -4,625 -22%
WCG
1329
Weaver Consulting Group
California
$1M -$2.96K -49 -0.3%
NA
1330
Navellier & Associates
Nevada
$1M -$1.19M -19,750 -55%
PI
1331
PFG Investments
New York
$993K +$199K +3,298 +26%
PGAM
1332
Princeton Global Asset Management
New Jersey
$989K +$567K +9,408 +146%
CWG
1333
Cornerstone Wealth Group
North Carolina
$977K +$17.2K +285 +2%
SAI
1334
Savvy Advisors Inc
New York
$976K -$324K -5,371 -26%
HA
1335
HFG Advisors
Ohio
$975K -$63K -1,045 -6%
SWA
1336
Strata Wealth Advisors
Texas
$973K
TPW
1337
Talon Private Wealth
Florida
$968K +$937K +15,535 New
WSWA
1338
Warren Street Wealth Advisors
California
$968K
COCM
1339
Charter Oak Capital Management
New Hampshire
$967K +$6.15K +102 +0.7%
JAFL
1340
Jay A. Fishman Ltd
Michigan
$966K
C
1341
Certuity
Florida
$964K -$24.1M -399,622 -96%
M
1342
MOTCO
Texas
$964K +$23.8K +395 +3%
AIM
1343
Anchor Investment Management
South Carolina
$962K
RJTCONH
1344
Raymond James Trust Company of New Hampshire
New Hampshire
$958K +$278K +4,608 +43%
SXL
1345
Summit X LLC
Missouri
$955K -$36.8K -610 -4%
FFN
1346
Focus Financial Network
Minnesota
$948K -$905 -15 -0.1%
MCA
1347
Magnolia Capital Advisors
Mississippi
$947K -$5.25K -87 -0.6%
TSMHT
1348
Thurston Springer Miller Herd & Titak
Indiana
$946K +$166K +2,752 +22%
HCM
1349
Hollencrest Capital Management
California
$946K -$331K -5,489 -27%
OAS
1350
Optivise Advisory Services
Tennessee
$946K -$375K -6,215 -29%

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.