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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
TIM
1401
Thompson Investment Management
Wisconsin
$861K +$26.1K +432 +3%
NRG
1402
Nemes Rush Group
Michigan
$860K +$16.5K +273 +2%
NCM
1403
Narwhal Capital Management
Georgia
$859K -$71.2K -1,180 -8%
TPW
1404
TL Private Wealth
Texas
$858K -$40K -663 -5%
CCG
1405
Chatham Capital Group
Georgia
$857K -$45.2K -750 -5%
NLP
1406
Next Level Private
New York
$851K +$2.83K +47 +0.3%
AQR Capital Management
1407
AQR Capital Management
Connecticut
$849K -$141K -2,331 -15%
BCM
1408
Becker Capital Management
Oregon
$846K
SC
1409
Sepio Capital
Utah
$843K
LWM
1410
Lakeridge Wealth Management
Ohio
$843K +$2.65K +44 +0.3%
TYCC
1411
Texas Yale Capital Corp
Florida
$840K +$516K +8,564 +174%
GPA
1412
Garrison Point Advisors
California
$840K
ACP
1413
Aveo Capital Partners
Colorado
$840K +$1.75K +29 +0.2%
SDWMA
1414
Schneider Downs Wealth Management Advisors
Pennsylvania
$838K -$273K -4,526 -25%
EFP
1415
EnRich Financial Partners
Wisconsin
$837K
Fisher Asset Management
1416
Fisher Asset Management
Washington
$836K -$955K -15,839 -54%
D
1417
Diversified
Delaware
$835K -$104K -1,727 -11%
DE
1418
Diversified Enterprises
Delaware
$835K +$808K +13,403 New
FA
1419
FF Advisors
California
$835K -$79.6K -1,320 -9%
FI
1420
Financial Insights
Washington
$833K -$20.2K -335 -2%
RSS
1421
Rosenblum Silverman Sutton
California
$832K +$7.24K +120 +0.9%
CCWM
1422
Cassaday & Co Wealth Management
Virginia
$830K +$46.7K +774 +6%
WWM
1423
Wolff Wiese Magana
California
$829K +$248K +4,109 +45%
HC
1424
Hamilton Capital
Ohio
$828K +$32.6K +540 +4%
BIAS
1425
Beacon Investment Advisory Services
New Jersey
$827K -$22.9K -380 -3%

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.