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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
MFG
1651
Mendota Financial Group
Wisconsin
$528K -$60.2K -999 -11%
SMA
1652
Seven Mile Advisory
New Jersey
$525K +$8.8K +146 +2%
Legal & General Group
1653
Legal & General Group
United Kingdom
$524K -$1.22M -20,200 -71%
SRC
1654
Sage Rhino Capital
California
$523K
BC
1655
Burney Company
Virginia
$522K +$362 +6 +0.1%
APW
1656
Aurora Private Wealth
New Jersey
$521K -$54.5K -903 -10%
CSWM
1657
Cassady Schiller Wealth Management
Ohio
$520K
E3F
1658
Eight 31 Financial
Texas
$519K +$35.5K +589 +8%
WP
1659
WMS Partners
Maryland
$519K +$210K +3,490 +72%
TW
1660
Towerpoint Wealth
California
$518K +$12.2K +202 +2%
TWM
1661
TriaGen Wealth Management
California
$516K +$86.1K +1,428 +21%
AWA
1662
Alta Wealth Advisors
Massachusetts
$516K +$3.92K +65 +0.8%
PGIM
1663
Pacific Global Investment Management
California
$514K
PCS
1664
Personal CFO Solutions
New Jersey
$514K +$40.6K +673 +9%
SCP
1665
Sandhill Capital Partners
New York
$513K +$9.11K +151 +2%
SPWG
1666
Syntegra Private Wealth Group
Missouri
$513K +$724 +12 +0.1%
KFA
1667
Kelleher Financial Advisors
New York
$513K
FPCG
1668
Fort Pitt Capital Group
Pennsylvania
$512K +$4.76K +79 +1%
HFAS
1669
Hummer Financial Advisory Services
Illinois
$512K -$15.1K -250 -3%
SOAMC
1670
Spirit of America Management Corp
New York
$511K -$32.3K -535 -6%
SIA
1671
SGL Investment Advisors
Montana
$510K +$474K +7,865 New
LAM
1672
Lewis Asset Management
California
$510K +$9.17K +152 +2%
FSA
1673
Fort Sheridan Advisors
Illinois
$508K
1WA
1674
180 Wealth Advisors
Washington
$507K +$2.47K +41 +0.5%
SFO
1675
Stokes Family Office
Louisiana
$506K -$3.02K -50 -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.