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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
TTWM
1476
TCV Trust & Wealth Management
Virginia
$753K -$178K -2,955 -20%
GWSA
1477
Global Wealth Strategies & Associates
Colorado
$752K +$105K +1,741 +17%
HWM
1478
Horizons Wealth Management
North Carolina
$752K -$18.2K -301 -2%
ECM
1479
EagleClaw Capital Management
Massachusetts
$747K
VPIM
1480
Vanguard Personalized Indexing Management
California
$747K -$55.8K -926 -7%
SHJ
1481
Sharkey, Howes & Javer
Colorado
$746K -$15.4K -256 -2%
BWM
1482
BKM Wealth Management
Wisconsin
$745K -$32K -531 -4%
DP
1483
Dearborn Partners
Illinois
$744K +$16.3K +270 +2%
JBA
1484
Johnson Bixby & Associates
Washington
$743K -$128K -2,128 -15%
NIWA
1485
New Insight Wealth Advisors
California
$743K +$6.03K +100 +0.8%
PL
1486
Plancorp LLC
Missouri
$743K -$36.7K -609 -5%
WAG
1487
Windsor Advisory Group
Ohio
$740K +$716K +11,875 New
SHFA
1488
SC&H Financial Advisors
Maryland
$739K -$7K -116 -1%
NB
1489
Nicolet Bankshares
Wisconsin
$737K +$94.7K +1,570 +15%
CPA
1490
Cardiff Park Advisors
California
$735K +$1.08K +18 +0.2%
IPW
1491
Intergy Private Wealth
Colorado
$732K -$844 -14 -0.1%
PWA
1492
Primoris Wealth Advisors
Florida
$729K
IDA
1493
Intelligence Driven Advisers
California
$729K -$1.81K -30 -0.3%
TFP
1494
Tilia Fiduciary Partners
North Carolina
$728K +$161K +2,674 +30%
SWM
1495
SFG Wealth Management
Maryland
$728K -$28.8K -478 -4%
BOPW
1496
Brandywine Oak Private Wealth
Pennsylvania
$727K +$31.1K +515 +5%
SAM
1497
Summit Asset Management
Tennessee
$726K
NG
1498
NWK Group
California
$726K -$9.35K -155 -1%
KWM
1499
KFG Wealth Management
Indiana
$726K +$46.7K +775 +7%
SHA
1500
Seneca House Advisors
Virginia
$723K +$3.5K +58 +0.5%

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.