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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
FFWA
2026
Forthright Family Wealth Advisory
Texas
$243K -$54.9K -910 -20%
APWA
2027
Atlas Private Wealth Advisors
New Jersey
$242K -$24K -398 -9%
NPT
2028
Nixon Peabody Trust
Massachusetts
$241K +$234K +3,875 New
VBWMG
2029
Von Berge Wealth Management Group
California
$241K +$844 +14 +0.4%
FWM
2030
Focused Wealth Management
New York
$241K -$7K -116 -3%
CWS
2031
Cypress Wealth Services
California
$241K
ML
2032
McAdam LLC
Pennsylvania
$240K +$233K +3,857 New
SWG
2033
Summit Wealth Group
Vermont
$240K
LHWM
2034
Lake Hills Wealth Management
Texas
$240K +$232K +3,844 New
BDF
2035
Black Diamond Financial
Maryland
$239K +$3.02K +50 +1%
WFA
2036
Wade Financial Advisory
California
$239K
PPW
2037
Presilium Private Wealth
Pennsylvania
$239K +$19.1K +316 +9%
IFS
2038
Ifrah Financial Services
Arkansas
$238K +$11.6K +192 +5%
LWM
2039
Liberty Wealth Management
California
$238K +$724 +12 +0.3%
FNBOMD
2040
First National Bank of Mount Dora
Florida
$238K +$230K +3,819 New
BBW
2041
Blue Barn Wealth
Utah
$237K -$5.73K -95 -2%
SAM
2042
Secure Asset Management
Michigan
$236K +$229K +3,794 New
RCM
2043
RMR Capital Management
California
$236K
C1AG
2044
Client 1st Advisory Group
Florida
$234K -$3.32K -55 -1%
BPAMU
2045
BTG Pactual Asset Management US
New York
$234K
BPC
2046
Banque Pictet & Cie
Switzerland
$234K
SGWM
2047
Sterling Group Wealth Management
California
$234K -$16.7K -277 -7%
SP
2048
Sequent Planning
Nebraska
$233K +$226K +3,743 New
CF
2049
Clarity Financial
Texas
$233K -$10.1K -168 -4%
ORC
2050
O'Rourke & Company
Massachusetts
$232K

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.