We are live on ! Find out more
IJH icon

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
RFA
2151
Register Financial Advisors
Georgia
$154K -$14.5K -240 -9%
W
2152
WealthCollab
Washington
$151K
SA
2153
SRH Advisors
Kansas
$150K
AWM
2154
Angeles Wealth Management
California
$150K
FFA
2155
Frazier Financial Advisors
Ohio
$149K +$1.45K +24 +1%
BC
2156
Barrett & Company
Rhode Island
$149K
RAM
2157
Ramirez Asset Management
New York
$148K
CTWM
2158
Cherry Tree Wealth Management
Minnesota
$147K
WB
2159
Webster Bank
Connecticut
$146K
FPB
2160
First PREMIER Bank
South Dakota
$145K -$340K -5,635 -71%
SC
2161
Steph & Co
Wisconsin
$139K
TC
2162
Trust Company
Kansas
$137K
T
2163
Tidemark
California
$135K +$10.2K +169 +8%
FGC
2164
Financial Gravity Companies
Texas
$134K +$130K +2,150 New
RA
2165
Ransom Advisory
Rhode Island
$133K
MFA
2166
Morling Financial Advisors
California
$133K
SFCL
2167
Strengthening Families & Communities LLC
Massachusetts
$132K +$482 +8 +0.4%
AWM
2168
Aspire Wealth Management
Massachusetts
$131K
FFC
2169
First Financial Corp
Indiana
$130K -$1.21K -20 -1%
SN
2170
Sittner & Nelson
Oregon
$130K
RMC
2171
Resources Management Corp
Connecticut
$128K
HC
2172
Hara Capital
Washington
$128K +$124K +2,050 New
MIM
2173
MTM Investment Management
South Carolina
$127K -$6.03K -100 -5%
SMA
2174
Sage Mountain Advisors
Georgia
$127K
RI
2175
Ridgewood Investments
New Jersey
$125K -$391K -6,485 -76%

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.