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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
MA
126
MCF Advisors
Kentucky
$64.2M +$2.34M +38,843 +4%
HI
127
Harbour Investments
Wisconsin
$63.8M +$54.6M +904,671 +761%
PAG
128
Private Advisor Group
New Jersey
$63.7M +$4.11M +68,200 +7%
CAL
129
Capital Analysts LLC
Pennsylvania
$62.9M +$951K +15,768 +2%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$62.9M -$6M -99,435 -9%
AT
131
American Trust
Kentucky
$62.8M +$1.29M +21,379 +2%
DWM
132
Destination Wealth Management
California
$62.7M +$718K +11,902 +1%
FHA
133
First Horizon Advisors
Tennessee
$61.2M +$630K +10,442 +1%
WTC
134
WhitTier Trust Company
Nevada
$61M +$339K +5,620 +0.6%
AllianceBernstein
135
AllianceBernstein
Tennessee
$60.2M +$10.4M +172,047 +22%
CA
136
Clearstead Advisors
Ohio
$59.7M +$1.18M +19,584 +2%
VA
137
Valmark Advisers
Ohio
$59.2M -$656K -10,871 -1%
BSB
138
Bangor Savings Bank
Maine
$58.7M +$56.1K +930 +0.1%
CPIG
139
Chicago Partners Investment Group
Illinois
$57.6M +$804K +13,332 +1%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$57.4M -$3.92M -65,030 -7%
AWA
141
Alaska Wealth Advisors
Alaska
$56.5M -$1.47M -24,427 -3%
AF
142
Arrow Financial
New York
$55.2M -$394K -6,530 -0.7%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$55.1M -$2.26M -37,425 -4%
PRA
144
Pine Ridge Advisers
New York
$54.5M +$1.19M +19,685 +2%
MWM
145
Modera Wealth Management
New Jersey
$51.8M -$1.06M -17,618 -2%
WPA
146
West Paces Advisors
Georgia
$51.4M +$557K +9,230 +1%
VOYA Investment Management
147
VOYA Investment Management
Georgia
$50.9M -$17M -281,252 -26%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$50.5M +$1.28M +21,153 +3%
CFG
149
CKW Financial Group
Hawaii
$50.4M +$324K +5,365 +0.7%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$50.3M -$49.8M -825,430 -51%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.