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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
MIA
151
MainStreet Investment Advisors
Illinois
$50.2M -$9.58M -158,857 -16%
Thrivent Financial for Lutherans
152
Thrivent Financial for Lutherans
Minnesota
$49.7M -$15.5M -256,763 -24%
FTWA
153
Fifth Third Wealth Advisors
Ohio
$49.6M +$8.14M +134,907 +20%
FHB
154
First Hawaiian Bank
Hawaii
$48.9M -$5.23M -86,769 -10%
CWM
155
Congress Wealth Management
Massachusetts
$48.5M +$37.9M +628,140 +418%
HFS
156
HBC Financial Services
Washington
$48.3M -$208K -3,445 -0.4%
JFA
157
JNBA Financial Advisors
Minnesota
$47.1M -$329K -5,453 -0.7%
CA
158
Crewe Advisors
Utah
$47.1M +$2.73M +45,315 +6%
FBFS
159
First Business Financial Services
Wisconsin
$46.7M -$594K -9,857 -1%
CL
160
Choreo LLC
Illinois
$46.6M +$11M +182,080 +32%
PI
161
PineBridge Investments
New York
$46.5M +$45M +746,750 New
BOS
162
Bank of Stockton
California
$46.4M -$200K -3,313 -0.4%
T
163
TrueFG
Texas
$46.4M +$1.48M +24,573 +3%
MW
164
MBL Wealth
North Carolina
$46.2M +$491K +8,137 +1%
AWM
165
Axxcess Wealth Management
California
$45.7M +$518K +8,596 +1%
QCG
166
Quadrant Capital Group
Ohio
$45.5M +$553K +9,168 +1%
MFG
167
Magnus Financial Group
New York
$45.2M +$1.58M +26,211 +4%
EWM
168
Evermay Wealth Management
Virginia
$44.2M -$1.52M -25,159 -3%
JAG
169
Journey Advisory Group
Kentucky
$43.7M -$10.6K -175 -0%
VFA
170
Voya Financial Advisors
Connecticut
$43.6M +$254K +4,215 +0.6%
Fiera Capital (Canada)
171
Fiera Capital (Canada)
Quebec, Canada
$43.1M -$1.1M -18,197 -3%
JWA
172
JFS Wealth Advisors
Pennsylvania
$42.9M +$1.06M +17,556 +3%
RIS
173
Retirement Income Solutions
Michigan
$42.8M +$846K +14,028 +2%
PGA
174
Portland Global Advisors
Maine
$42.1M +$1.27M +21,023 +3%
W
175
Wealthquest
Ohio
$42M +$8.01M +132,885 +24%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.