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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
ICP
1351
Interchange Capital Partners
Pennsylvania
$944K -$80.6K -1,336 -8%
IIM
1352
Ipswich Investment Management
Massachusetts
$944K -$52.8K -875 -5%
TPI
1353
Trust Point Inc
Wisconsin
$942K +$52.2K +865 +6%
VCP
1354
Verus Capital Partners
Arizona
$941K +$76.8K +1,273 +9%
RPGK
1355
Retirement Planning Group (Kansas)
Kansas
$940K -$121K -2,014 -12%
SIC
1356
Samalin Investment Counsel
New York
$940K -$12.2K -202 -1%
FCH
1357
Freestone Capital Holdings
Washington
$939K +$246K +4,076 +37%
CT
1358
Clearstead Trust
Maine
$934K +$93.3K +1,547 +12%
CAWM
1359
Capital Advisors Wealth Management
Washington
$932K -$102K -1,697 -10%
NSIM
1360
North Star Investment Management
Illinois
$931K -$13.6K -225 -1%
PWP
1361
Principle Wealth Partners
Connecticut
$929K
CCA
1362
Cobblestone Capital Advisors
New York
$927K -$55.3K -917 -6%
S
1363
Syntrinsic
Colorado
$926K -$26.9K -446 -3%
Invesco
1364
Invesco
Georgia
$923K -$38.2K -634 -4%
PCH
1365
PGIM Custom Harvest
New Jersey
$922K -$380K -6,303 -30%
SM
1366
Sweeney & Michel
California
$921K +$2.9K +48 +0.3%
MA
1367
MONECO Advisors
Connecticut
$920K +$2.77K +46 +0.3%
PCM
1368
Palisade Capital Management
New Jersey
$919K +$11.1K +184 +1%
AIP
1369
Almanack Investment Partners
Pennsylvania
$918K -$241 -4 -0%
LWANC
1370
Laurel Wealth Advisors (North Carolina)
North Carolina
$917K +$1.87K +31 +0.2%
MCM
1371
MV Capital Management
Maryland
$915K +$32.3K +536 +4%
PJWM
1372
Philip James Wealth Mangement
Georgia
$912K +$2.53K +42 +0.3%
WFA
1373
Wells Financial Advisors
Massachusetts
$912K
PWMG
1374
Private Wealth Management Group
New Jersey
$912K
LA
1375
Lifeworks Advisors
Michigan
$910K +$881K +14,605 New

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.