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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
FNBSF
1501
First National Bank Sioux Falls
South Dakota
$721K
IIC
1502
Ironwood Investment Counsel
Arizona
$721K -$42.2K -700 -6%
MCM
1503
McRae Capital Management
New Jersey
$721K +$12.1K +201 +2%
OPWM
1504
Oakwell Private Wealth Management
Texas
$720K
JWCA
1505
J.W. Coons Advisors
Ohio
$716K +$30.5K +505 +5%
ClearBridge Investments
1506
ClearBridge Investments
New York
$715K +$18.2K +301 +3%
HP
1507
Holistic Planning
Texas
$712K +$204K +3,379 +42%
I
1508
INVST
Indiana
$712K -$455K -7,548 -40%
ASBI
1509
American State Bank (Iowa)
Iowa
$711K +$1.87K +31 +0.3%
SC
1510
Slow Capital
California
$710K +$687K +11,395 New
DTC
1511
Davidson Trust Company
Washington
$709K -$13.8K -229 -2%
FFW
1512
Fusion Family Wealth
New York
$707K -$7.42K -123 -1%
PG
1513
Prostatis Group
Maryland
$706K -$116K -1,927 -15%
GS
1514
GTS Securities
New York
$706K -$1.01M -16,792 -60%
KL
1515
KWMG LLC
Kansas
$706K -$1.81K -30 -0.3%
BIP
1516
Blueprint Investment Partners
North Carolina
$699K +$7.06K +117 +1%
ERWM
1517
Elk River Wealth Management
Colorado
$697K -$23.5K -390 -3%
MSA
1518
Marathon Strategic Advisors
Pennsylvania
$695K -$10.6K -176 -2%
CCP
1519
Clarkston Capital Partners
Michigan
$693K
WCM
1520
Wealthcare Capital Management
Virginia
$691K -$135K -2,238 -17%
KFI
1521
Key Financial Inc
Pennsylvania
$688K
SWP
1522
SIMA Wealth Partners
Virginia
$686K -$7.78K -129 -1%
CCA
1523
Clarity Capital Advisors
Florida
$684K +$2.53K +42 +0.4%
SL
1524
SWMG LLC
Texas
$682K +$67.6K +1,121 +12%
W
1525
WPWealth
Texas
$681K -$965 -16 -0.1%

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.