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iShares Core S&P Mid-Cap ETF
IJH

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: 2,218 → 2,301 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347 → 353 (+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

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$520M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
4
UBS Group
UBS Group
Switzerland
+$166M
5
IAIM
International Assets Investment Management
Florida
+$103M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$247M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$233M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$114M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
HI
Horizon Investments
North Carolina
-$99.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2051
Sound Income Strategies
Florida
$232K -$279K -4,625 -55%
GIM
2052
Gold Investment Management
Alberta, Canada
$232K – – –
MAP
2053
Moody Aldrich Partners
Massachusetts
$232K – – –
AAS
2054
Annex Advisory Services
Wisconsin
$231K +$13.2K +219 +6%
IHWM
2055
Iron Horse Wealth Management
Iowa
$231K +$45.2K +750 +25%
FLA
2056
Financial Life Advisors
Texas
$229K -$69.1K -1,146 -24%
MAG
2057
M3 Advisory Group
Massachusetts
$228K +$1.02K +17 +0.5%
SCP
2058
Shorepoint Capital Partners
Massachusetts
$228K -$784 -13 -0.4%
ECA
2059
Elevated Capital Advisors
Utah
$228K +$844 +14 +0.4%
LL
2060
LPWM LLC
Minnesota
$227K +$9.59K +159 +5%
CAM
2061
Covenant Asset Management
New Jersey
$227K -$52.8K -875 -19%
CWA
2062
Consilium Wealth Advisory
Texas
$227K – – –
MGIA
2063
Matthew Goff Investment Advisor
Texas
$226K -$10.3K -171 -5%
BL
2064
BFSG LLC
California
$226K – – –
BF
2065
Brogan Financial
Tennessee
$226K +$218K +3,620 New
CCP
2066
Clarity Capital Partners
California
$225K +$218K +3,615 New
GC
2067
Garde Capital
Washington
$225K -$30.2K -500 -12%
MCM
2068
Mattern Capital Management
Colorado
$225K -$109K -1,811 -33%
CB
2069
CNB Bank
Pennsylvania
$224K – – –
PSIWM
2070
Paradigm Strategies in Wealth Management
Minnesota
$224K +$724 +12 +0.3%
DC
2071
Darrow Company
Massachusetts
$224K -$1.33K -22 -0.6%
CM
2072
Columbus Macro
Pennsylvania
$223K +$1.27K +21 +0.6%
EP
2073
EPIQ Partners
Minnesota
$223K – – –
WW
2074
Westshore Wealth
California
$222K – – –
CPSAC
2075
Chas P. Smith & Associates (CPS)
Florida
$222K – – –
81 82
83
84 85

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.