We are live on ! Find out more
IJH icon

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
NHC
1601
Nicholas Hoffman & Company
Georgia
$582K +$543 +9 +0.1%
PIP
1602
Peachtree Investment Partners
Florida
$582K -$116K -1,926 -17%
WAG
1603
Wallace Advisory Group
California
$581K
MIC
1604
Meridian Investment Counsel
California
$581K
CCMG
1605
Clark Capital Management Group
Pennsylvania
$577K -$51K -845 -8%
LG
1606
LAM Group
Oregon
$576K
PA
1607
Procyon Advisors
Connecticut
$574K -$469K -7,769 -46%
RPCA
1608
Running Point Capital Advisors
California
$572K
VR
1609
Valued Retirements
Texas
$572K +$16.4K +272 +3%
MWM
1610
Modern Wealth Management
Kansas
$571K +$103K +1,715 +23%
GF
1611
Goodman Financial
Texas
$571K
CNTOF
1612
Canandaigua National Trust of Florida
New York
$570K +$551K +9,140 New
FFA
1613
Founders Financial Alliance
North Carolina
$569K -$7.54K -125 -1%
SNB
1614
Security National Bank
Nebraska
$567K
SF
1615
Safeguard Financial
Wisconsin
$567K +$145K +2,411 +36%
FI
1616
FWG Investments
Kentucky
$566K +$45.3K +752 +9%
OA
1617
Operose Advisors
Wisconsin
$566K +$108K +1,786 +24%
AFC
1618
Adaptive Financial Consulting
Ohio
$565K +$3.14K +52 +0.6%
PAMG
1619
Patton Albertson Miller Group
Tennessee
$565K
PP
1620
Prosperity Planning
Missouri
$563K -$2.53K -42 -0.5%
LFG
1621
Lazard Frères Gestion
France
$563K
WHCFA
1622
William Howard & Co Financial Advisors
Tennessee
$562K +$56.5K +937 +12%
CWM
1623
Centurion Wealth Management
Virginia
$562K +$544K +9,017 New
WC
1624
Wynn Capital
Georgia
$560K
GWP
1625
Gateway Wealth Partners
Wisconsin
$558K -$807K -13,381 -60%

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.