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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
SL
1951
Sentry LLC
Tennessee
$285K
GP
1952
Geneva Partners
Wisconsin
$285K +$965 +16 +0.4%
GIP
1953
Granite Investment Partners
California
$284K
SWM
1954
Seed Wealth Management
Illinois
$284K
AO
1955
Advisor OS
Illinois
$283K -$71.6K -1,187 -21%
CWP
1956
Concord Wealth Partners
Virginia
$282K +$10.5K +174 +4%
BMC
1957
Beaton Management Company
Massachusetts
$282K
NJIM
1958
Nabity-Jensen Investment Management
Nebraska
$282K
BF
1959
Brooklyn FI
New York
$282K +$34.7K +575 +15%
LWM
1960
LongView Wealth Management
Georgia
$282K +$31.4K +521 +13%
FM
1961
Family Management
New York
$281K
HPIA
1962
Hamilton Point Investment Advisors
North Carolina
$280K
CCA
1963
Criterion Capital Advisors
Tennessee
$280K
JWM
1964
JGP Wealth Management
Oregon
$279K +$844 +14 +0.3%
AIM
1965
Aspen Investment Management
Michigan
$278K +$2.23K +37 +0.8%
AWM
1966
Affinity Wealth Management
Delaware
$277K
SIG
1967
Stonegate Investment Group
Alabama
$277K
FOA
1968
Five Oceans Advisors
California
$277K +$268K +4,450 New
AOWM
1969
Alpha Omega Wealth Management
Virginia
$276K
AC
1970
ASB Consultores
Florida
$275K
MSS
1971
Mitchell Sinkler & Starr
Pennsylvania
$273K +$113K +1,875 +75%
LFG
1972
Larson Financial Group
Missouri
$273K +$160K +2,645 +152%
AA
1973
Aufman Associates
Pennsylvania
$273K -$40K -663 -13%
AP
1974
Adero Partners
California
$272K
VWA
1975
Visionary Wealth Advisors
Illinois
$272K -$34.1K -565 -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.