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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
HWP
1976
Heritage Wealth Partners
Ohio
$272K +$784 +13 +0.3%
HDIM
1977
Hanson & Doremus Investment Management
Vermont
$272K
VBFG
1978
Vishria Bird Financial Group
Tennessee
$271K
IIA
1979
Integral Investment Advisors
California
$270K +$262K +4,340 New
LJAC
1980
L.J. Altfest & Co
New York
$270K +$8.2K +136 +3%
IAP
1981
Indie Asset Partners
Indiana
$270K +$261K +4,328 New
SP
1982
Symmetry Partners
Connecticut
$268K +$260K +4,307 New
FRA
1983
Frank Rimerman Advisors
California
$268K
TCWM
1984
Total Clarity Wealth Management
Illinois
$267K -$23.9K -396 -8%
FF
1985
Francis Financial
$267K +$37.1K +616 +17%
ACM
1986
Absolute Capital Management
Pennsylvania
$267K -$364K -6,035 -59%
MAM
1987
Marquette Asset Management
Minnesota
$266K -$82.4K -1,366 -24%
AFA
1988
Alpha Financial Advisors
North Carolina
$266K +$258K +4,275 New
VP
1989
Verum Partners
North Carolina
$266K +$724 +12 +0.3%
MAM
1990
McLean Asset Management
Virginia
$264K +$60 +1 +0%
AP
1991
Atwood & Palmer
Missouri
$264K
KA
1992
Kovack Advisors
Florida
$264K +$255K +4,234 New
SFM
1993
Signet Financial Management
New Jersey
$262K -$2.23K -37 -0.9%
WGC
1994
Watts Gwilliam & Co
Arizona
$262K +$255K +4,235 New
WFA
1995
WestHill Financial Advisors
California
$261K -$9.05K -150 -3%
RLIM
1996
Red Lighthouse Investment Management
New York
$261K
EWA
1997
Emergent Wealth Advisors
New York
$261K +$27.4K +454 +12%
PMSA
1998
Patrick M. Sweeney & Associates
Illinois
$261K +$33.3K +552 +15%
Schroder Investment Management Group
1999
Schroder Investment Management Group
United Kingdom
$261K +$68.5K +1,136 +37%
LWM
2000
LJI Wealth Management
Indiana
$261K +$543 +9 +0.2%

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.