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iShares Core S&P Mid-Cap ETF

2,300 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, 756 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: 756

10% more capital invested

Capital invested by funds: $64.3B → $70.5B (+$6.21B)

4% more funds holding

Funds holding: 2,2172,300 (+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
2,300
Holders Change
+83
Holders Change %
+3.74%
% of All Funds
33.03%
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
756
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
CMBA
2176
C.M. Bidwell & Associates
Hawaii
$123K
MRCM
2177
M&R Capital Management
New Jersey
$118K +$241 +4 +0.2%
EWP
2178
Elevation Wealth Partners
California
$118K
TCM
2179
TruNorth Capital Management
Michigan
$118K -$86.2K -1,429 -43%
YDMI
2180
Y.D. More Investments
Israel
$115K
DMIC
2181
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K
HIIFS
2182
Harel Insurance Investments & Financial Services
Israel
$109K
SIM
2183
Studio Investment Management
Illinois
$108K +$91.7K +1,520 +688%
OW
2184
Olistico Wealth
Oklahoma
$106K
AWM
2185
AllSquare Wealth Management
New York
$106K
JFG
2186
JDM Financial Group
Texas
$106K
BA
2187
Ballast Advisors
Minnesota
$105K
TFA
2188
Toth Financial Advisory
Virginia
$103K -$2.23K -37 -2%
AT
2189
Avalon Trust
New Mexico
$103K
RIL
2190
Rothschild Investment LLC
Illinois
$98.2K
ATC
2191
Advantage Trust Company
Kansas
$94.1K
WAM
2192
WFA Asset Management
Wisconsin
$93.2K
PP
2193
PrairieView Partners
Minnesota
$91K
WIM
2194
Westside Investment Management
California
$88.9K
LWA
2195
Lowe Wealth Advisors
Maryland
$82.9K
KWAG
2196
Kiely Wealth Advisory Group
North Carolina
$82.7K
FCMT
2197
Founders Capital Management (Texas)
Texas
$79.6K +$121 +2 +0.2%
MWA
2198
Moser Wealth Advisors
Washington
$79.5K
SIC
2199
SJS Investment Consulting
Ohio
$79.2K
BCM
2200
Blume Capital Management
California
$77.8K +$11.1K +184 +17%

IJH Hedge Fund Activity: Q3 2024 in Review

2,300 of the 6,964 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 756 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $520M. The largest seller was Strategic Financial Concepts, cutting an estimated $247M.

  • 2,300 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q3 2024, up from 2,217 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.