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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
WPP
1776
Whalerock Point Partners
Rhode Island
$425K
ACM
1777
AlphaStar Capital Management
North Carolina
$425K +$7.36K +122 +2%
OIA
1778
Optimum Investment Advisors
Illinois
$421K
OIS
1779
Okabena Investment Services
Minnesota
$421K +$407K +6,755 New
SFG
1780
Sunburst Financial Group
Alabama
$421K -$11.2K -186 -3%
SEM
1781
Strategic Equity Management
Arizona
$420K -$4.32M -71,630 -91%
FGG
1782
Financial Guidance Group
Florida
$420K
IC
1783
Innealta Capital
Texas
$420K -$12.9K -214 -3%
CFAM
1784
Center For Asset Management
Florida
$420K
WIP
1785
WealthCare Investment Partners
Rhode Island
$420K +$97.6K +1,619 +31%
WF
1786
WoodTrust Financial
Wisconsin
$419K -$641K -10,625 -61%
KPP
1787
Kings Path Partners
Texas
$418K +$11.2K +185 +3%
SWM
1788
Selective Wealth Management
Virginia
$415K -$177K -2,936 -30%
RC
1789
Roundview Capital
New Jersey
$414K +$29.9K +495 +8%
HAM
1790
Harmony Asset Management
Arizona
$413K
RCP
1791
Rothschild Capital Partners
New York
$413K -$543 -9 -0.1%
LMKC
1792
L.M. Kohn & Company
Ohio
$411K +$27.2K +451 +7%
BWM
1793
BCGM Wealth Management
Indiana
$410K -$14.7K -244 -4%
OBWG
1794
Onyx Bridge Wealth Group
New York
$410K +$1.99K +33 +0.5%
EFG
1795
Elios Financial Group
Ohio
$408K +$395K +6,551 New
MFP
1796
Meridian Financial Partners
Virginia
$407K
ICM
1797
IMS Capital Management
Oregon
$406K -$60.3K -1,000 -13%
PWP
1798
Phillips Wealth Planners
Mississippi
$406K +$83.2K +1,379 +28%
SIMG
1799
Sonora Investment Management Group
Arizona
$404K +$186K +3,085 +91%
FM
1800
Foster & Motley
Ohio
$402K +$1.51K +25 +0.4%

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.