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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
MHWM
1826
Montz Harcus Wealth Management
Louisiana
$377K +$1.27K +21 +0.3%
HHAA
1827
Henry H. Armstrong Associates
Pennsylvania
$377K
GFPC
1828
Global Financial Private Client
Florida
$376K +$163K +2,700 +81%
FF
1829
Fox Financial
Pennsylvania
$376K
AA
1830
Auxano Advisors
Washington
$374K +$1.39K +23 +0.4%
PSA
1831
Plum Street Advisors
Louisiana
$373K
ADL
1832
Asset Dedication LLC
California
$373K +$9.65K +160 +3%
CWMS
1833
Cannon Wealth Management Services
North Carolina
$372K +$360K +5,970 New
ACI
1834
Alpha Cubed Investments
California
$370K +$10.3K +170 +3%
WP
1835
WealthPLAN Partners
Nebraska
$370K -$96K -1,592 -21%
WAL
1836
W Advisors LLC
Tennessee
$370K -$844 -14 -0.2%
LB
1837
Legacy Bridge
Iowa
$369K +$18.7K +310 +6%
MW
1838
Maia Wealth
Colorado
$368K +$18.8K +312 +6%
JC
1839
Jentner Corp
Ohio
$368K
BAM
1840
BOS Asset Management
Illinois
$367K +$12.8K +212 +4%
OPCM
1841
Osborne Partners Capital Management
California
$367K +$355K +5,890 New
PCM
1842
Princeton Capital Management
New Jersey
$367K
HWP
1843
Hibernia Wealth Partners
Louisiana
$367K +$355K +5,890 New
TFM
1844
TFC Financial Management
Massachusetts
$367K +$181 +3 +0.1%
VCAM
1845
Van Cleef Asset Management
Ohio
$366K
IWA
1846
Icon Wealth Advisors
Texas
$365K +$130K +2,154 +58%
AWAG
1847
ARS Wealth Advisors Group
Florida
$364K
SL
1848
Summitry LLC
California
$363K +$351K +5,823 New
GWM
1849
Gray Wealth Management
Maine
$363K +$121 +2 +0%
CWM
1850
Capital Wealth Management
Rhode Island
$363K -$45.2K -750 -11%

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.