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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
RIA
2101
Realta Investment Advisors
Delaware
$211K -$525K -8,699 -72%
AUB
2102
Atlantic Union Bankshares
Virginia
$211K +$204K +3,380 New
CIP
2103
Capital Insight Partners
Arizona
$210K -$41K -680 -17%
SWM
2104
Sterling Wealth Management
Illinois
$209K -$26.5K -440 -12%
FVCM
2105
F&V Capital Management
Florida
$209K +$202K +3,350 New
AHC
2106
Anderson Hoagland & Co
Missouri
$208K +$202K +3,345 New
SFP
2107
Strategic Financial Planning
Texas
$208K +$201K +3,339 New
FCG
2108
Fielder Capital Group
Tennessee
$208K -$161K -2,674 -44%
WPC
2109
White Pine Capital
Minnesota
$208K -$6.03K -100 -3%
TAM
2110
TCP Asset Management
Ohio
$207K +$201K +3,325 New
BAG
2111
Bridgewealth Advisory Group
California
$207K +$200K +3,315 New
SCM
2112
SCS Capital Management
Massachusetts
$206K +$199K +3,300 New
CWM
2113
Cherrydale Wealth Management
New Jersey
$205K +$198K +3,287 New
CC
2114
Cypress Capital
Tennessee
$204K +$75K +1,243 +61%
BW
2115
BIP Wealth
Georgia
$204K +$197K +3,273 New
TH
2116
Team Hewins
California
$204K +$197K +3,271 New
X
2117
Xponance
Pennsylvania
$204K -$248K -4,110 -56%
FF
2118
Farrell Financial
New York
$203K +$186K +3,082 New
CPCP
2119
Cedar Point Capital Partners
Iowa
$203K +$197K +3,261 New
VAMG
2120
Voisard Asset Management Group
Michigan
$203K
BP
2121
BBR Partners
New York
$202K +$195K +3,239 New
MWA
2122
Monograph Wealth Advisors
California
$201K +$195K +3,231 New
CFA
2123
Camarda Financial Advisors
Florida
$201K -$11.5M -191,147 -98%
RA
2124
Rodgers & Associates
Pennsylvania
$201K +$195K +3,230 New
SPWM
2125
Schrum Private Wealth Management
Florida
$201K +$195K +3,226 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.