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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
LOIP
2201
Live Oak Investment Partners
Texas
$77K
PWM
2202
Provident Wealth Management
Tennessee
$76K +$18.7K +310 +34%
WCM
2203
Westend Capital Management
California
$74.8K +$72.4K +1,200 New
GCM
2204
Gables Capital Management
Florida
$74.5K
FCM
2205
Fourpath Capital Management
Oklahoma
$70.4K +$68.1K +1,130 New
WBC
2206
West Branch Capital
Massachusetts
$64.9K +$1.69K +28 +3%
CA
2207
Claris Advisors
Missouri
$64.5K +$62.4K +1,035 New
CTC
2208
Cetera Trust Company
Minnesota
$62.3K
FFA
2209
Fairfield Financial Advisors
Massachusetts
$61.5K +$60 +1 +0.1%
RBC
2210
Roble Belko & Company
Pennsylvania
$60K +$241 +4 +0.4%
DWS
2211
Dynamic Wealth Strategies
California
$59K
ACA
2212
Atlas Capital Advisors
Wyoming
$58.3K
RWPA
2213
Richard W. Paul & Associates
Michigan
$58.1K +$181 +3 +0.3%
FWM
2214
FSA Wealth Management
Massachusetts
$57.6K +$55.8K +925 New
APW
2215
Atlantic Private Wealth
North Carolina
$54.5K
BHWM
2216
Beaird Harris Wealth Management
Texas
$50.2K -$2.11K -35 -4%
POIA
2217
Pin Oak Investment Advisors
Texas
$50K +$28K +464 +134%
DCM
2218
Davis Capital Management
Florida
$49.2K +$19.5K +324 +70%
CICI
2219
Capital Investment Counsel Inc
North Carolina
$48.9K
SWC
2220
Spectrum Wealth Counsel
Indiana
$45.8K
LI
2221
LRI Investments
Florida
$41.8K
FIM
2222
FWL Investment Management
Texas
$41.4K
PA
2223
Pineridge Advisors
Missouri
$40.1K +$5.43K +90 +16%
IF
2224
Integrity Financial
Wyoming
$39.3K
TWD
2225
True Wealth Design
Ohio
$39K

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.