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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
SFP
1676
Strategic Financial Partners
Oregon
$506K -$6.93K -115 -1%
Renaissance Technologies
1677
Renaissance Technologies
New York
$505K -$1.47M -24,300 -75%
WEG
1678
World Equity Group
Illinois
$504K +$19.1K +316 +4%
BTI
1679
Blue Trust Inc
Georgia
$503K -$24.7K -410 -5%
SEP
1680
Southland Equity Partners
Missouri
$503K -$6.88K -114 -1%
RBFC
1681
Roman Butler Fullerton & Co
Missouri
$503K -$2.41K -40 -0.5%
FCFC
1682
First Commonwealth Financial Corp
Pennsylvania
$501K
IWP
1683
IAG Wealth Partners
Wisconsin
$501K +$42K +696 +9%
IAS
1684
IMA Advisory Services
Colorado
$500K +$484K +8,025 New
SCP
1685
Stevens Capital Partners
Nebraska
$500K -$7.06K -117 -1%
MWM
1686
Melfa Wealth Management
Massachusetts
$500K -$28.2K -468 -6%
AAM
1687
Augustine Asset Management
Florida
$499K
HFS
1688
Haverford Financial Services
Pennsylvania
$499K
GSIS
1689
Global Strategic Investment Solutions
Arizona
$498K +$1.63K +27 +0.3%
PIA
1690
Powell Investment Advisors
Florida
$498K +$38.9K +645 +9%
MCA
1691
Martin Capital Advisors
Texas
$497K
LGW
1692
Leslie Global Wealth
Illinois
$495K +$173K +2,870 +57%
NCM
1693
NCM Capital Management
New Jersey
$494K +$10.7K +178 +2%
HIP
1694
HUB Investment Partners
Texas
$489K -$13.3K -220 -3%
GIA
1695
Guyasuta Investment Advisors
Pennsylvania
$488K +$345K +5,729 +272%
SRC
1696
Shufro Rose & Co
New York
$488K
LWCFA
1697
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$487K +$98K +1,625 +26%
SAW
1698
Signal Advisors Wealth
Michigan
$485K +$470K +7,789 New
CWM
1699
Concentric Wealth Management
California
$484K +$7.18K +119 +2%
AFG
1700
Albion Financial Group
Utah
$484K -$1.63K -27 -0.3%

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.