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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
CMI
2126
Clare Market Investments
Texas
$201K +$194K +3,225 New
FDS
2127
Freedom Day Solutions
Texas
$201K +$194K +3,220 New
DC
2128
DeDora Capital
California
$200K +$194K +3,212 New
WCAMG
2129
Woodard & Company Asset Management Group
North Carolina
$200K -$2.71K -45 -1%
GA
2130
GoalVest Advisory
New York
$196K
SWM
2131
Sanctuary Wealth Management
Idaho
$195K
PSB
2132
Piscataqua Savings Bank
New Hampshire
$193K +$41K +680 +28%
HC
2133
Hoese & Co
Minnesota
$193K
CWM
2134
Compass Wealth Management
Connecticut
$193K
MHR
2135
Matthew Hamilton Rosenberg
$187K -$12.1K -200 -6%
AGWCA
2136
Annis Gardner Whiting Capital Advisors
Florida
$185K
BWP
2137
Baldwin Wealth Partners
Massachusetts
$178K -$15.4K -255 -8%
CJ
2138
Caitlin John
Michigan
$173K +$2.59K +43 +2%
WWMSC
2139
Wagner Wealth Management (South Carolina)
South Carolina
$172K
DCM
2140
Disciplina Capital Management
Tennessee
$169K -$2.2M -36,546 -93%
VCM
2141
Versant Capital Management
Arizona
$168K
BCMLT
2142
Beacon Capital Management LLC (Tennessee)
Tennessee
$167K +$109K +1,809 +209%
HFS
2143
Hantz Financial Services
Michigan
$166K +$161K +2,667 New
IBOK
2144
Independence Bank of Kentucky
Kentucky
$165K +$112K +1,852 +235%
TLA
2145
Tanglewood Legacy Advisors
Texas
$164K
EAM
2146
Eukles Asset Management
Ohio
$164K
ECM
2147
Elgethun Capital Management
South Dakota
$162K +$302 +5 +0.2%
ETC
2148
Exchange Traded Concepts
Oklahoma
$161K +$156K +2,580 New
FUBT
2149
First United Bank & Trust
Maryland
$160K -$21.1K -350 -12%
CPG
2150
Cornerstone Planning Group
New Jersey
$158K -$31.4K -521 -17%

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.