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
DMC
1701
Drexel Morgan & Co
Pennsylvania
$483K
PAM
1702
Peak Asset Management
Colorado
$483K
WMA
1703
Wealth Management Associates
New Jersey
$483K -$603 -10 -0.1%
TL
1704
Tradewinds LLC
North Carolina
$480K +$60 +1 +0%
KAH
1705
Kathryn A. Hall
$480K
NG
1706
Norden Group
Utah
$479K -$37.7K -625 -8%
SAM
1707
SP Asset Management
California
$479K +$603 +10 +0.1%
MSCM
1708
McElhenny Sheffield Capital Management
Texas
$478K +$42.9K +712 +10%
PWM
1709
Paulson Wealth Management
Illinois
$478K +$2.41K +40 +0.5%
FA
1710
Fermata Advisors
California
$477K -$5.61K -93 -1%
CPA
1711
Clear Point Advisors
New York
$476K -$57.9K -960 -11%
MHIC
1712
Marble Harbor Investment Counsel
Massachusetts
$476K
ITC
1713
Inspire Trust Company
Nevada
$475K +$64.9K +1,077 +16%
FF
1714
Friedenthal Financial
New Jersey
$475K +$57K +946 +14%
BWL
1715
Bogart Wealth LLC
Virginia
$474K +$2.71K +45 +0.6%
FMTC
1716
Farmers & Merchants Trust Company
California
$473K -$16.3K -270 -3%
HBW
1717
Hazlett, Burt & Watson
West Virginia
$473K -$24.4K -404 -5%
JLBC
1718
J.L. Bainbridge & Co
Florida
$471K
LSIA
1719
LaSalle St. Investment Advisors
Illinois
$470K +$11.3K +187 +3%
DI
1720
DAGCO Inc
Ohio
$465K -$15.1K -250 -3%
PP
1721
Patten & Patten
Tennessee
$464K -$281K -4,655 -38%
NCM
1722
Northwest Capital Management
Oregon
$464K
AW
1723
Avion Wealth
Texas
$463K
LOPW
1724
Live Oak Private Wealth
North Carolina
$463K +$32K +531 +8%
FWP
1725
Falcon Wealth Planning
California
$463K +$24.5K +407 +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.