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
VAF
1726
Values Added Financial
District of Columbia
$461K
GSAM
1727
Grant Street Asset Management
Pennsylvania
$461K +$10.1K +168 +2%
SWM
1728
Scissortail Wealth Management
Oklahoma
$460K -$444K -7,370 -100%
SSWM
1729
Smith Salley Wealth Management
North Carolina
$459K +$2.41K +40 +0.5%
PWS
1730
Peterson Wealth Services
Utah
$458K -$1.75K -29 -0.4%
EA
1731
Ellsworth Advisors
Ohio
$458K +$128K +2,126 +41%
PWP
1732
Perfromance Wealth Partners
Illinois
$457K -$1.51K -25 -0.3%
RFA
1733
Rollins Financial Advisors
New York
$457K +$121 +2 +0%
PP
1734
Pacifica Partners
Canada
$456K +$85.6K +1,420 +24%
GSEP
1735
Golden State Equity Partners
California
$454K +$167K +2,776 +61%
SCA
1736
STALEY CAPITAL ADVISERS
Pennsylvania
$452K -$25.6K -425 -6%
AFAS
1737
Acorn Financial Advisory Services
Virginia
$452K -$9.59K -159 -2%
NAS
1738
Nicolet Advisory Services
Wisconsin
$451K -$603 -10 -0.1%
MIAS
1739
Mason Investment Advisory Services
Virginia
$451K +$1.45K +24 +0.3%
CA
1740
CapWealth Advisors
Tennessee
$449K
SCTC
1741
Sanibel Captiva Trust Company
Florida
$449K +$60 +1 +0%
4WM
1742
49 Wealth Management
Texas
$448K -$45.1K -748 -9%
HGERS
1743
Householder Group Estate & Retirement Specialist
Arizona
$446K +$136K +2,249 +46%
DP
1744
DDD Partners
Washington
$445K +$121 +2 +0%
MPCL
1745
My Personal CFO LLC
Washington
$445K -$2.41K -40 -0.6%
CP
1746
Capital Planning
Washington
$445K
AFG
1747
Argent Financial Group
Louisiana
$444K +$430K +7,124 New
ACM
1748
Ardent Capital Management
Ohio
$444K
RRCM
1749
Rappaport Reiches Capital Management
Illinois
$444K
TWM
1750
Tradition Wealth Management
Minnesota
$442K -$22.7K -377 -5%

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.