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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
SA
1851
Strategic Advisors
New York
$362K -$314K -5,200 -47%
RFG
1852
REAP Financial Group
Texas
$360K
HFRG
1853
Houlihan Financial Resource Group
Virginia
$359K +$347K +5,755 New
AWM
1854
Avaii Wealth Management
Wisconsin
$359K
BSA
1855
Bull Street Advisors
Georgia
$358K
PIFP
1856
Partners in Financial Planning
Virginia
$358K +$543 +9 +0.2%
FAM
1857
Family Asset Management
South Carolina
$357K -$181 -3 -0.1%
AWM
1858
Aberdeen Wealth Management
Illinois
$357K
GCA
1859
Gradient Capital Advisors
California
$356K
EFN
1860
Equita Financial Network
Pennsylvania
$354K -$297K -4,933 -46%
TF
1861
Trek Financial
Arizona
$354K -$22.9K -380 -6%
FA
1862
Fountainhead AM
New Jersey
$353K -$5.55K -92 -2%
CA
1863
Carson Advisory
Georgia
$352K +$60.6K +1,005 +22%
BTW
1864
Boston Trust Walden
Massachusetts
$351K +$8.74K +145 +3%
LWM
1865
Latko Wealth Management
Illinois
$351K +$339K +5,624 New
SRWM
1866
Shira Ridge Wealth Management
California
$350K +$13.1K +218 +4%
BO
1867
Bank OZK
Arkansas
$350K +$26.7K +443 +9%
TBNY
1868
Trustco Bank (New York)
New York
$349K
MWM
1869
McNaughton Wealth Management
California
$349K
FFO
1870
Fiduciary Family Office
Florida
$347K
LA
1871
LVW Advisors
New York
$347K +$24.1K +400 +8%
DWA
1872
Douglass Winthrop Advisors
New York
$346K +$81.4K +1,350 +32%
SAM
1873
Strategy Asset Managers
California
$346K +$270K +4,472 +412%
BWP
1874
Bernardo Wealth Planning
Pennsylvania
$345K +$1.81K +30 +0.6%
HFO
1875
Heritage Family Offices
Arizona
$343K -$3.32K -55 -1%

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.