We are live on ! Find out more
IJH icon

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
KSWA
1376
Kathleen S. Wright Associates
Pennsylvania
$907K +$3.02K +50 +0.3%
DSA
1377
Droms Strauss Advisors
Missouri
$906K +$241 +4 +0%
SEEDPG
1378
S.E.E.D. Planning Group
New York
$905K +$108K +1,797 +14%
KA
1379
Kooman & Associates
Pennsylvania
$904K +$51K +845 +6%
SAM
1380
Seelaus Asset Management
New Jersey
$904K +$7.54K +125 +0.9%
AAMC
1381
Asset Allocation & Management Company
Illinois
$902K -$359K -5,948 -29%
CWM
1382
CCG Wealth Management
California
$898K +$422 +7 +0%
TGAM
1383
TBH Global Asset Management
Tennessee
$894K -$91.5K -1,518 -10%
JFG
1384
JMG Financial Group
Illinois
$894K +$295K +4,885 +52%
VWM
1385
Venturi Wealth Management
Texas
$888K
MLL
1386
Moody Lynn & Lieberson
Massachusetts
$887K -$4.34K -72 -0.5%
SFG
1387
Sovereign Financial Group
Connecticut
$887K -$85K -1,409 -9%
BCA
1388
Bay Colony Advisors
Massachusetts
$887K +$13.3K +221 +2%
HCMT
1389
Highland Capital Management (Tennessee)
Tennessee
$886K -$25.9K -430 -3%
C
1390
CEDRUS
Colorado
$885K +$856K +14,202 New
CAM
1391
Carret Asset Management
New York
$881K +$137K +2,276 +19%
EWM
1392
Empirical Wealth Management
Washington
$880K +$53.1K +880 +7%
GWM
1393
GDS Wealth Management
Texas
$878K +$26.1K +433 +3%
MFT
1394
Moisand Fitzgerald Tamayo
Florida
$878K -$11.9K -197 -1%
OLVIG
1395
Oliver Lagore Vanvalin Investment Group
Michigan
$868K -$47.7K -791 -5%
AWA
1396
Archvest Wealth Advisors
California
$866K
CCA
1397
Conservest Capital Advisors
Pennsylvania
$866K
RIM
1398
Rakuten Investment Management
Japan
$866K +$18.7K +310 +2%
PWS
1399
Proactive Wealth Strategies
Georgia
$865K +$837K +13,886 New
TI
1400
Trexquant Investment
Connecticut
$863K -$463K -7,672 -36%

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.