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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
CB
2001
Chris Bulman
California
$260K
HBT
2002
Hills Bank & Trust
Iowa
$260K
PCS
2003
Private Client Services
Kentucky
$260K +$19.5K +324 +8%
PF
2004
Penney Financial
Texas
$260K -$1.51K -25 -0.6%
TFA
2005
Tranquilli Financial Advisor
New Jersey
$259K -$973K -16,140 -80%
DP
2006
Denver PWM
Colorado
$258K -$5.61K -93 -2%
MCM
2007
Mengis Capital Management
Oregon
$258K -$422 -7 -0.2%
DWM
2008
Denver Wealth Management
Colorado
$256K +$905 +15 +0.4%
SCA
2009
Stonebridge Capital Advisors
Minnesota
$256K +$8.14K +135 +3%
TA
2010
TrueWealth Advisors
Alabama
$256K -$11.5K -190 -4%
CCM
2011
Chilton Capital Management
Texas
$256K
MS
2012
Madden Securities
Texas
$254K
FFA
2013
Fi3 Financial Advisors
Indiana
$252K +$60 +1 +0%
Wolverine Trading
2014
Wolverine Trading
Illinois
$251K +$243K +4,030 New
MAM
2015
Mainsail Asset Management
Alabama
$249K
CI
2016
Ceera Investments
Texas
$248K
DPW
2017
DiNuzzo Private Wealth
Pennsylvania
$247K
CRI
2018
Colonial River Investments
Virginia
$247K -$16.2K -268 -6%
FWM
2019
Fingerlakes Wealth Management
New York
$247K +$844 +14 +0.4%
SWRP
2020
Summit Wealth & Retirement Planning
California
$246K -$79.6K -1,320 -25%
DFA
2021
Davies Financial Advisors
California
$246K -$707K -11,732 -75%
EFG
2022
Everhart Financial Group
Ohio
$246K +$238K +3,949 New
GWA
2023
Gratus Wealth Advisors
Virginia
$245K +$543 +9 +0.2%
FCM
2024
Fortis Capital Management
Washington
$245K +$2.23K +37 +1%
JSA
2025
Jim Saulnier & Associates
Colorado
$243K +$235K +3,900 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.