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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
TIAM2
1426
Tru Independence Asset Management 2
Oregon
$826K +$800K +13,259 New
WMWM
1427
Whitaker-Myers Wealth Managers
Ohio
$826K -$27.2K -451 -3%
WC
1428
Westhampton Capital
North Carolina
$824K +$539K +8,935 +209%
PMFA
1429
Plante Moran Financial Advisors
Michigan
$823K +$57.6K +955 +8%
BWAM
1430
Boyd Watterson Asset Management
Ohio
$821K -$9.83K -163 -1%
FDCDDQ
1431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$819K +$160K +2,656 +25%
YWS
1432
Yarger Wealth Strategies
Ohio
$819K -$24.2K -402 -3%
MWM
1433
Merriman Wealth Management
Washington
$819K +$18K +298 +2%
BFA
1434
Bragg Financial Advisors
North Carolina
$817K
SBIA
1435
Sheaff Brock Investment Advisors
Indiana
$813K
ST
1436
Somerset Trust
Pennsylvania
$813K
QWP
1437
Quotient Wealth Partners
Texas
$811K -$53.1K -880 -6%
PSF
1438
Pacific Sun Financial
California
$808K +$1.21K +20 +0.2%
SFP
1439
Shepherd Financial Partners
Massachusetts
$806K -$30.2K -501 -4%
TI
1440
Truepoint Inc
Ohio
$801K +$24.8K +412 +3%
O3W
1441
Omni 360 Wealth
New Jersey
$800K +$7.84K +130 +1%
4FG
1442
4Thought Financial Group
New York
$799K +$403K +6,679 +109%
PIA
1443
Panoramic Investment Advisors
Colorado
$791K +$765K +12,685 New
GSC
1444
Ground Swell Capital
South Carolina
$790K +$765K +12,681 New
HPM
1445
Hoxton Planning & Management
West Virginia
$788K +$69.3K +1,150 +10%
ZIC
1446
ZWJ Investment Counsel
Georgia
$783K
SCA
1447
Sage Capital Advisors
South Dakota
$783K +$2.77K +46 +0.4%
SWA
1448
Strategies Wealth Advisors
Michigan
$782K -$57.7K -957 -7%
WPC
1449
Waters Parkerson & Co
Louisiana
$780K +$39.8K +660 +6%
MSFS
1450
Main Street Financial Solutions
Pennsylvania
$778K +$362 +6 +0%

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.