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iShares Core S&P Mid-Cap ETF
IJH

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: 2,218 → 2,301 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347 → 353 (+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

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$520M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
4
UBS Group
UBS Group
Switzerland
+$166M
5
IAIM
International Assets Investment Management
Florida
+$103M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$247M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$233M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$114M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
HI
Horizon Investments
North Carolina
-$99.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SMG
1901
Smart Money Group
Texas
$323K +$1.21K +20 +0.4%
AWA
1902
Acorn Wealth Advisors
Michigan
$323K +$543 +9 +0.2%
TFM
1903
Trademark Financial Management
Minnesota
$322K +$67.5K +1,120 +28%
NW
1904
Naviter Wealth
Arkansas
$321K – – –
BP
1905
BCK Partners
New York
$320K – – –
MPW
1906
Monterey Private Wealth
California
$318K +$302 +5 +0.1%
HWA
1907
Heritage Wealth Advisors
Virginia
$318K -$2.06M -34,078 -87%
NIM
1908
Northeast Investment Management
Massachusetts
$316K – – –
4WM
1909
4J Wealth Management
Virginia
$314K -$64.6K -1,072 -18%
AI
1910
Auour Investments
Massachusetts
$314K – – –
BKA
1911
Brick & Kyle Associates
Pennsylvania
$313K -$37.7K -625 -11%
BFA
1912
Bluestem Financial Advisors
Illinois
$312K – – –
JJBC
1913
James J. Burns & Company
New York
$312K -$1.45K -24 -0.5%
MFS
1914
Madrona Financial Services
Washington
$312K +$1.08K +18 +0.4%
BAM
1915
Bosun Asset Management
Illinois
$312K – – –
NCM
1916
Noesis Capital Mangement
Florida
$311K -$12.1K -200 -4%
QP
1917
Quartz Partners
New York
$311K +$301K +4,995 New
RFA
1918
Resurgent Financial Advisors
Georgia
$311K +$1.02K +17 +0.3%
GA
1919
Greenspring Advisors
Maryland
$309K – – –
FNBTCON
1920
First National Bank & Trust Co of Newtown
Pennsylvania
$308K – – –
JWM
1921
JFG Wealth Management
Colorado
$307K – – –
WFAG
1922
Worth Financial Advisory Group
North Carolina
$307K -$34.7K -575 -10%
WG
1923
Welch Group
Alabama
$306K +$362 +6 +0.1%
LA
1924
LPF Advisors
Florida
$304K – – –
ARA
1925
Alexander Randolph Advisory
Virginia
$304K – – –
75 76
77
78 79

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.