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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
BCM
1876
BTC Capital Management
Iowa
$342K +$42.8K +710 +15%
CCFM
1877
Clear Creek Financial Management
Washington
$342K -$45K -747 -12%
SVCP
1878
Silicon Valley Capital Partners
California
$341K +$1.27K +21 +0.4%
DJSG
1879
D.J. St. Germain
Massachusetts
$340K -$32.9K -546 -9%
ES
1880
Eagle Strategies
New York
$340K +$5.13K +85 +2%
PD
1881
Planning Directions
Pennsylvania
$338K +$1.27K +21 +0.4%
TSW
1882
Thompson Siegel & Walmsley
Virginia
$338K +$93K +1,543 +40%
SP
1883
Successful Portfolios
Florida
$338K +$5.25K +87 +2%
HWM
1884
Hohimer Wealth Management
Washington
$337K -$6.93K -115 -2%
PIM
1885
Penobscot Investment Management
Massachusetts
$337K +$326K +5,400 New
GHAM
1886
Gilman Hill Asset Management
Connecticut
$333K
SWM
1887
Segment Wealth Management
Texas
$333K
MSG
1888
Main Street Group
Virginia
$333K -$145K -2,406 -31%
SW
1889
SkyOak Wealth
Michigan
$332K
TW
1890
Transform Wealth
Colorado
$331K -$72.9K -1,209 -19%
FP
1891
Financial Perspectives
Minnesota
$331K
FDCP
1892
Foster Dykema Cabot & Partners
Massachusetts
$330K +$204K +3,375 +175%
JPWM
1893
Jamison Private Wealth Management
Georgia
$330K +$54.7K +907 +21%
RCM
1894
Requisite Capital Management
Texas
$329K +$318K +5,275 New
HFS
1895
Heritage Financial Services
Massachusetts
$328K +$20.2K +335 +7%
FC
1896
Forte Capital
New York
$326K -$39.8K -660 -11%
OWM
1897
Orgel Wealth Management
Wisconsin
$325K +$21.1K +350 +7%
MAV
1898
Mason & Associates (Virginia)
Virginia
$324K -$1.21K -20 -0.4%
AA
1899
Addison Advisors
Vermont
$324K -$60 -1 -0%
GWSG
1900
GPS Wealth Strategies Group
Colorado
$324K +$75.6K +1,253 +32%

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.