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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
WA
176
Waverly Advisors
Alabama
$42M +$881K +14,601 +2%
AWS
177
Atria Wealth Solutions
New York
$41.6M +$353K +5,857 +0.9%
CTA
178
Chesley Taft & Associates
Illinois
$41.2M -$94.5K -1,567 -0.2%
RCA
179
Resonant Capital Advisors
Wisconsin
$41M +$1.65M +27,318 +4%
GBT
180
Grove Bank & Trust
Florida
$41M -$3.97M -65,900 -9%
CAAS
181
Capital Asset Advisory Services
Michigan
$40.9M +$192K +3,189 +0.5%
William Blair & Company
182
William Blair & Company
Illinois
$40.7M +$11.4M +188,743 +41%
NFG
183
Nadler Financial Group
Illinois
$40M +$284K +4,706 +0.7%
LBC
184
Lowe Brockenbrough & Co
Virginia
$39.8M +$4.54M +75,315 +13%
SWA
185
Sax Wealth Advisors
New Jersey
$39.6M -$8.77M -145,389 -19%
PWLP
186
Prio Wealth Limited Partnership
Massachusetts
$39.3M +$570K +9,456 +2%
Lazard Asset Management
187
Lazard Asset Management
New York
$39.2M +$74.5K +1,236 +0.2%
AAS
188
Ameritas Advisory Services
Nebraska
$39M -$3.33M -55,301 -8%
FBB
189
Fulton Breakefield Broenniman
Maryland
$38.8M -$43.1K -714 -0.1%
ETS
190
ESL Trust Services
New York
$38.1M +$18.1K +300 +0%
FNBT
191
FineMark National Bank & Trust
Florida
$37.8M +$483K +8,007 +1%
JIC
192
Johnson Investment Counsel
Ohio
$37.8M +$24.2K +401 +0.1%
NEPPG
193
New England Professional Planning Group
Rhode Island
$37.7M +$405K +6,715 +1%
IB
194
Intrust Bank
Kansas
$37.6M +$2.52M +41,784 +7%
GL
195
Graypoint LLC
New York
$37.4M +$984K +16,320 +3%
Macquarie Group
196
Macquarie Group
Australia
$36.8M +$10.1M +167,277 +39%
AAS
197
Avantax Advisory Services
Texas
$36.6M +$1.8M +29,872 +5%
SFS
198
Summit Financial Strategies
Ohio
$36.3M -$526K -8,725 -1%
RJT
199
Raymond James Trust
Florida
$36.2M +$8.12M +134,606 +30%
BCWM
200
Bartlett & Co Wealth Management
Ohio
$35.6M +$11.2M +185,573 +48%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.