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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
MWM
1526
Maltin Wealth Management
New Jersey
$681K +$20.4K +338 +3%
AMM
1527
American Money Management
California
$680K -$6.88K -114 -1%
FFP
1528
FourThought Financial Partners
Florida
$679K +$26.1K +432 +4%
ATC
1529
Adirondack Trust Company
New York
$679K
PS
1530
Planned Solutions
California
$679K +$1.75K +29 +0.3%
Luther King Capital Management (LKCM)
1531
Luther King Capital Management (LKCM)
Texas
$676K
CPSC
1532
Carl P. Sherr & Co
Massachusetts
$674K -$9.65K -160 -1%
APW
1533
Austin Private Wealth
Texas
$673K +$31.8K +527 +5%
FNWM
1534
Financial Network Wealth Management
Utah
$671K
KWS
1535
Keystone Wealth Services
California
$668K +$362 +6 +0.1%
OCG
1536
Opus Capital Group
Ohio
$667K -$5.13K -85 -0.8%
GWM
1537
Graybill Wealth Management
Illinois
$665K +$2.47K +41 +0.4%
WAM
1538
Weatherly Asset Management
California
$665K +$6.15K +102 +1%
GKIM
1539
GW&K Investment Management
Massachusetts
$663K +$44.2K +733 +7%
CCA
1540
Checchi Capital Advisers
California
$663K -$143K -2,375 -18%
SWM
1541
SeaCrest Wealth Management
New York
$662K -$11.8K -195 -2%
HWA
1542
HHM Wealth Advisors
Tennessee
$662K
GKWIM
1543
Gerber Kawasaki Wealth & Investment Management
California
$658K +$13.1K +218 +2%
WJWM
1544
Williams Jones Wealth Management
New York
$656K
TVAMP
1545
Tennessee Valley Asset Management Partners
Tennessee
$655K -$14.9K -247 -2%
PAG
1546
Paladin Advisory Group
Iowa
$653K
EL
1547
EQ LLC
Washington
$653K +$58.1K +963 +10%
CW
1548
Code Waechter
Florida
$649K +$628K +10,407 New
HWM
1549
Howard Wealth Management
Connecticut
$647K +$603 +10 +0.1%
WF
1550
Warner Financial
Maryland
$647K +$52.8K +876 +9%

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.