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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
AWM
1751
Aries Wealth Management
Maine
$441K +$210K +3,486 +97%
MCM
1752
Mainstream Capital Management
California
$439K +$425K +7,049 New
FWI
1753
Facet Wealth Inc
Maryland
$437K -$175K -2,896 -29%
DWM
1754
Defined Wealth Management
Oregon
$437K -$1.81K -30 -0.4%
EP
1755
Edgestream Partners
New Jersey
$437K +$149K +2,470 +54%
FVWA
1756
Foster Victor Wealth Advisors
South Carolina
$437K +$61.3K +1,017 +17%
SAM
1757
Selway Asset Management
$436K -$30.2K -500 -7%
MAC
1758
Mason & Associates (California)
California
$435K
BL
1759
Balentine LLC
Georgia
$435K +$283K +4,695 +205%
TWM
1760
Trueblood Wealth Management
Ohio
$435K +$195K +3,232 +86%
GWM
1761
Greenhouse Wealth Management
Connecticut
$434K +$1.51K +25 +0.4%
JC
1762
JB Capital
Connecticut
$434K +$65.3K +1,083 +18%
MPW
1763
MGO Private Wealth
California
$433K +$26.6K +441 +7%
TT
1764
TI-Trust
Illinois
$432K -$30K -497 -7%
FTDI
1765
First Trust Direct Indexing
Massachusetts
$431K -$84.2K -1,397 -17%
BHB
1766
Bank Hapoalim BM
Israel
$431K -$1.19M -19,727 -74%
LC
1767
Lavaca Capital
Texas
$431K +$417K +6,911 New
LSA
1768
Lion Street Advisors
Texas
$431K +$30.3K +503 +8%
CWA
1769
Canvas Wealth Advisors
Kansas
$430K +$176K +2,926 +74%
OAM
1770
Occidental Asset Management
California
$429K -$3.98K -66 -0.9%
VCM
1771
Vivaldi Capital Management
Illinois
$428K +$32.3K +535 +8%
JSL
1772
JT Stratford LLC
Georgia
$428K +$42.7K +708 +12%
PAA
1773
Peregrine Asset Advisers
Oregon
$427K
KWM
1774
Keebeck Wealth Management
Illinois
$427K -$1.93K -32 -0.5%
OWMIAS
1775
One Wealth Management Investment & Advisory Services
Florida
$426K +$8.8K +146 +2%

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.