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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
CFO
1926
Custos Family Office
Texas
$304K -$19.1K -316 -6%
VPP
1927
Vertex Planning Partners
Illinois
$304K
LDB
1928
Lee, Danner & Bass
Tennessee
$301K
MM
1929
Main Management
California
$301K
AWM
1930
Abound Wealth Management
Tennessee
$301K +$6.51K +108 +2%
ACM
1931
Advance Capital Management
Michigan
$300K -$58.9K -977 -17%
MAM
1932
Mystic Asset Management
Rhode Island
$300K
BBPWM
1933
Blue Bell Private Wealth Management
Pennsylvania
$300K +$130K +2,162 +81%
DBIA
1934
Dumont & Blake Investment Advisors
New Jersey
$297K -$290K -4,810 -50%
CRI
1935
Commonwealth Retirement Investments
Virginia
$296K
SFS
1936
Symphony Financial Services
Ohio
$296K +$188K +3,111 +87%
OWM
1937
OneAscent Wealth Management
Alabama
$296K +$287K +4,756 New
GWM
1938
Gibbs Wealth Management
Georgia
$296K +$286K +4,746 New
AFP
1939
Alpha Financial Partners
Kentucky
$295K -$5.91M -97,966 -95%
EFG
1940
Ehrlich Financial Group
California
$295K -$28.5K -472 -9%
ZIG
1941
Zuckerman Investment Group
Illinois
$295K -$8.74K -145 -3%
WMA
1942
West Michigan Advisors
Michigan
$294K +$21.3K +354 +8%
RCM
1943
Radnor Capital Management
Pennsylvania
$294K +$284K +4,715 New
MSWMA
1944
Market Street Wealth Management Advisors
Indiana
$292K -$37.6K -623 -12%
CP
1945
Canopy Partners
Ohio
$292K
GLA
1946
Great Lakes Advisors
Illinois
$292K -$29.4K -487 -9%
VC
1947
Veracity Capital
Georgia
$290K -$3.02K -50 -1%
CCMI
1948
Creative Capital Management Investments
California
$290K
DA
1949
Detalus Advisors
Missouri
$289K +$34.6K +574 +14%
MAWA
1950
Moss Adams Wealth Advisors
Washington
$286K +$277K +4,595 New

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.