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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
WDG
1451
Wealth Dimensions Group
Ohio
$778K -$784 -13 -0.1%
HWA
1452
Hilltop Wealth Advisors
North Carolina
$778K -$87.6K -1,453 -10%
WLPWM
1453
Walled Lake Planning & Wealth Management
Illinois
$776K -$5K -83 -0.7%
SC
1454
Stephens Consulting
Michigan
$776K -$1.69K -28 -0.2%
SWM
1455
Shelton Wealth Management
Texas
$775K
IRAG
1456
Investment Research & Advisory Group
Georgia
$772K +$43.2K +716 +6%
ERIM
1457
Eagle Ridge Investment Management
Connecticut
$772K +$293K +4,865 +65%
WP
1458
Westmount Partners
California
$771K +$1.39K +23 +0.2%
RWM
1459
Ritholtz Wealth Management
New York
$771K -$204K -3,375 -21%
AFG
1460
ABLE Financial Group
Arizona
$770K -$25.8K -428 -3%
AF
1461
Alerus Financial
North Dakota
$770K
PCG
1462
Prosperity Consulting Group
Maryland
$767K +$31.8K +528 +4%
LA
1463
LM Advisors
California
$767K
UB
1464
Umpqua Bank
Oregon
$766K
CMP
1465
Courage Miller Partners
Virginia
$764K -$3.26K -54 -0.4%
LWM
1466
Luminvest Wealth Management
Arizona
$761K
Legacy Financial Group (Iowa)
1467
Legacy Financial Group (Iowa)
Iowa
$761K +$2.96K +49 +0.4%
EWM
1468
Executive Wealth Management
Michigan
$761K +$736K +12,206 New
LFA
1469
Legacy Financial Advisors
Kentucky
$760K -$54.3K -900 -7%
CCM
1470
Cambridge Capital Management
Illinois
$760K +$34.4K +571 +5%
TNB
1471
Thomasville National Bank
Georgia
$758K
GEA
1472
Glen Eagle Advisors
New Jersey
$757K +$1.39K +23 +0.2%
NC
1473
Napatree Capital
Rhode Island
$754K +$120K +1,995 +20%
MFC
1474
Morris Financial Concepts
South Carolina
$754K -$12.9K -214 -2%
RZH
1475
Relyea Zuckerberg Hanson
Connecticut
$753K +$2.77K +46 +0.4%

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.