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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
GWP
1576
Gen-Wealth Partners
Michigan
$617K
ZIG
1577
Zullo Investment Group
Pennsylvania
$616K -$8.38K -139 -1%
IA
1578
Inspire Advisors
Idaho
$616K +$43.3K +718 +8%
SP
1579
Stonebrook Private
Michigan
$615K -$44.7K -742 -7%
EFG
1580
Ethos Financial Group
Pennsylvania
$613K +$14.6K +242 +3%
PCA
1581
Prosperity Capital Advisors
Ohio
$610K -$39.4K -653 -6%
RFP
1582
Root Financial Partners
California
$610K +$349K +5,786 +145%
HGA
1583
Hobbs Group Advisors
South Carolina
$609K +$39.2K +650 +7%
IPWA
1584
International Private Wealth Advisors
California
$607K +$1.57K +26 +0.3%
FPCP
1585
Fort Point Capital Partners
California
$606K -$13.5K -224 -2%
SBLIC
1586
Security Benefit Life Insurance Company
Kansas
$605K
NPP
1587
New Potomac Partners
Maryland
$603K +$60 +1 +0%
AIM
1588
Athena Investment Management
California
$601K +$121 +2 +0%
MPW
1589
Melone Private Wealth
Michigan
$601K -$9.05K -150 -2%
LA
1590
Latitude Advisors
Florida
$598K -$240K -3,975 -29%
RDWM
1591
Red Door Wealth Management
Tennessee
$596K +$209K +3,460 +57%
JWS
1592
Juncture Wealth Strategies
Arizona
$594K +$60 +1 +0%
PWA
1593
Peterson Wealth Advisors
Utah
$593K -$96.6K -1,602 -14%
GWANC
1594
Guardian Wealth Advisors (North Carolina)
North Carolina
$593K -$16.6K -275 -3%
RFS
1595
Richardson Financial Services
Massachusetts
$588K
First Manhattan
1596
First Manhattan
New York
$587K
SLG
1597
Stanley-Laman Group
Pennsylvania
$586K +$40.3K +668 +8%
SHIM
1598
Stone House Investment Management
Pennsylvania
$585K +$45K +747 +9%
FPWM
1599
FSB Premier Wealth Management
Iowa
$583K -$62.7K -1,040 -10%
PWP
1600
Private Wealth Partners
California
$583K +$3.62K +60 +0.6%

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.