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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
UAG
1551
United Advisor Group
Ohio
$647K +$268K +4,442 +75%
BFA
1552
Bill Few Associates
Pennsylvania
$647K +$302 +5 +0%
HFA
1553
High Falls Advisors
New York
$646K +$16.2K +269 +3%
BST
1554
Bath Savings Trust
Maine
$644K
TWP
1555
Tyche Wealth Partners
Texas
$643K +$68.3K +1,132 +12%
EB
1556
Emprise Bank
Kansas
$640K
TB
1557
Terril Brothers
Missouri
$639K
EDRH
1558
Edmond de Rothschild Holding
Switzerland
$639K +$43.4K +720 +8%
OAM
1559
Oak Asset Management
California
$638K -$38K -630 -6%
JHCP
1560
Jackson Hole Capital Partners
Oklahoma
$636K +$3.56K +59 +0.6%
BI
1561
Ballast Inc
Kentucky
$635K +$34.2K +567 +6%
MCM
1562
Mitchell Capital Management
Kansas
$635K -$23.1K -383 -4%
ITIM
1563
Indiana Trust & Investment Management
Indiana
$634K -$33.2K -550 -5%
WFS
1564
WealthGarden F.S.
California
$633K +$137K +2,265 +29%
RBC
1565
Romano Brothers & Co
Illinois
$632K
ACP
1566
Aviance Capital Partners
Florida
$628K
RIG
1567
RiverFront Investment Group
Virginia
$627K -$171K -2,832 -22%
TWP
1568
Tempus Wealth Planning
California
$626K +$180K +2,984 +42%
FAFN
1569
First Affirmative Financial Network
Colorado
$625K +$604K +10,022 New
OPAM
1570
Ocean Park Asset Management
California
$623K +$603K +10,004 New
CF
1571
Corebridge Financial
Texas
$623K -$784K -13,000 -57%
RA
1572
Rise Advisors
New York
$619K -$87.8K -1,456 -13%
SW
1573
Simplicity Wealth
New Jersey
$619K -$3.73M -61,891 -86%
CWP
1574
CFM Wealth Partners
Texas
$619K +$2.11K +35 +0.4%
MCCA
1575
Mill Creek Capital Advisors
Pennsylvania
$618K +$232K +3,851 +63%

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.