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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
RWA
1626
Redhawk Wealth Advisors
Minnesota
$558K -$82.6K -1,369 -13%
SIAP
1627
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$558K +$32.9K +545 +6%
SSA
1628
Sierra Summit Advisors
Nevada
$558K -$27.1K -450 -5%
GA
1629
Geller Advisors
New York
$557K
HFS
1630
Howard Financial Services
Texas
$553K -$182K -3,010 -25%
CHAM
1631
Clear Harbor Asset Management
Connecticut
$553K +$6.03K +100 +1%
AIP
1632
ARS Investment Partners
New York
$552K +$112K +1,863 +27%
FH
1633
FWG Holdings
Florida
$550K -$14.2K -236 -3%
DCM
1634
Dimension Capital Management
Florida
$550K
MIS
1635
Morningstar Investment Services
Illinois
$548K +$166K +2,758 +46%
EHC
1636
Everett Harris & Co
California
$547K +$46.5K +771 +10%
SVWAG
1637
Sound View Wealth Advisors Group
Georgia
$547K +$271K +4,501 +105%
FGA
1638
Fortis Group Advisors
New Jersey
$545K -$114K -1,889 -18%
WCP
1639
Wick Capital Partners
Pennsylvania
$543K +$362 +6 +0.1%
CIC
1640
Cutler Investment Counsel
Oregon
$542K +$905 +15 +0.2%
OPWM
1641
Oxinas Partners Wealth Management
Indiana
$541K
TPW
1642
Transatlantique Private Wealth
New York
$537K -$7.24K -120 -1%
HWM
1643
Hemington Wealth Management
Virginia
$537K +$170K +2,827 +48%
ME
1644
McIlrath & Eck
Washington
$536K +$73K +1,211 +16%
CWM
1645
Collaborative Wealth Management
Florida
$534K -$14.1K -234 -3%
BSHC
1646
Breed's Hill Capital
Massachusetts
$533K
NAMP
1647
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$531K
WAM
1648
WNY Asset Management
New York
$531K
FF
1649
Financial Futures
New Jersey
$528K -$2.53K -42 -0.5%
CSB
1650
City State Bank
Iowa
$528K -$33.2K -550 -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.