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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
BWP
2076
Balboa Wealth Partners
Arizona
$222K -$4.16K -69 -2%
NRC
2077
New Republic Capital
North Carolina
$221K
SFS
2078
Sharp Financial Services
Pennsylvania
$221K -$31.1K -516 -13%
BBA
2079
Braun-Bostich & Associates
Pennsylvania
$220K
NAS
2080
NWF Advisory Services
California
$219K +$965 +16 +0.5%
CWM
2081
Chemistry Wealth Management
New York
$219K
RAS
2082
RPS Advisory Solutions
Kentucky
$219K -$28.9K -480 -12%
AMIM
2083
Aull & Monroe Investment Management
Alabama
$218K
FCM
2084
Fogel Capital Management
Florida
$217K
MFG
2085
MidWestOne Financial Group
Iowa
$217K
CFA
2086
Capstone Financial Advisors
Illinois
$216K +$724 +12 +0.3%
TCM
2087
TD Capital Management
Tennessee
$216K +$663 +11 +0.3%
SWIG
2088
Strategic Wealth Investment Group
Kentucky
$216K -$23.6K -391 -10%
RWM
2089
Reston Wealth Management
Virginia
$216K +$784 +13 +0.4%
HWA
2090
Heartwood Wealth Advisors
Virginia
$216K
PCTC
2091
Perkins Coie Trust Company
Washington
$216K
AA
2092
ACT Advisors
North Carolina
$215K
SIA
2093
Schechter Investment Advisors
Michigan
$215K
SF
2094
Slagle Financial
Illinois
$214K +$208K +3,442 New
PWM
2095
Power Wealth Management
Georgia
$214K +$207K +3,439 New
HIC
2096
Holderness Investments Company
North Carolina
$213K +$207K +3,425 New
KC
2097
Kades & Cheifetz
Pennsylvania
$213K +$206K +3,412 New
FS
2098
Financial Symmetry
North Carolina
$213K +$206K +3,411 New
PHAM
2099
Palisades Hudson Asset Management
Florida
$212K +$205K +3,405 New
TIM
2100
Thor Investment Management
Ohio
$212K -$18.4K -305 -8%

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.