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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
AC
1801
Apella Capital
Connecticut
$402K +$127K +2,101 +48%
MTC
1802
McDaniel Terry & Co
Texas
$401K
LA
1803
LexAurum Advisors
Kansas
$401K -$19.1K -316 -5%
PWA
1804
Provenance Wealth Advisors
Florida
$400K -$241 -4 -0.1%
KC
1805
Kingfisher Capital
North Carolina
$400K +$1.45K +24 +0.4%
BCP
1806
Berkeley Capital Partners
Georgia
$399K +$1.02K +17 +0.3%
FMI
1807
F/M Investments
District of Columbia
$397K
FFM
1808
Forum Financial Management
Illinois
$392K +$24.2K +401 +7%
JPMIA
1809
J.P. Marvel Investment Advisors
Massachusetts
$392K
CST
1810
Charles Schwab Trust
Nevada
$392K
CPBTD
1811
Central Pacific Bank - Trust Division
Hawaii
$391K
DWM
1812
Dopkins Wealth Management
New York
$390K -$17.2K -285 -4%
AA
1813
Ashford Advisors
New York
$390K
MBFW
1814
Morton Brown Family Wealth
Pennsylvania
$389K
SWM
1815
Sugarloaf Wealth Management
Georgia
$386K +$241 +4 +0.1%
AIC
1816
Archer Investment Corporation
Indiana
$385K -$12.8K -213 -3%
FB
1817
First Bancorp
Maine
$384K -$724 -12 -0.2%
BW
1818
Bison Wealth
Georgia
$382K +$370K +6,136 New
MCM
1819
Morton Capital Management
California
$382K +$369K +6,123 New
RFG
1820
Range Financial Group
Oregon
$381K -$15.4K -255 -4%
AL
1821
ADE LLC
Maryland
$380K
ESBC
1822
E.S. Barr & Co
Kentucky
$379K
PWMG
1823
Pinnacle Wealth Management Group
Michigan
$379K +$24.2K +402 +7%
FA
1824
Faithward Advisors
Pennsylvania
$378K
RW
1825
RVW Wealth
California
$377K +$42.9K +712 +13%

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.