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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
AF
201
Allworth Financial
California
$35.2M -$3.21M -53,248 -9%
IAN
202
Integrated Advisors Network
Texas
$35.2M +$175K +2,894 +0.5%
CWA
203
CJM Wealth Advisers
Virginia
$34.7M -$3.38K -56 -0%
FCI
204
Financial Counselors Inc
Kansas
$34.7M +$11M +183,128 +49%
HG
205
Harbor Group
New Hampshire
$34.5M -$4.09M -67,901 -11%
FMWA
206
Forvis Mazars Wealth Advisors
Missouri
$34.5M -$8.19M -135,856 -20%
DT
207
Diversified Trust
Tennessee
$34.4M +$2.6M +43,058 +8%
BFM
208
Boston Financial Management
Massachusetts
$34.4M +$590K +9,790 +2%
CIBC Private Wealth Group
209
CIBC Private Wealth Group
Georgia
$34.2M +$1.06M +17,593 +3%
HW
210
Hancock Whitney
Mississippi
$34.2M -$359K -5,956 -1%
Marshall Wace
211
Marshall Wace
United Kingdom
$34.1M +$33M +547,802 New
NC
212
NewSquare Capital
Pennsylvania
$34.1M +$997K +16,535 +3%
HI
213
Hudock Inc
Pennsylvania
$33.9M +$365K +6,046 +1%
Kovitz Investment Group Partners
214
Kovitz Investment Group Partners
Illinois
$33.8M +$9.39M +155,730 +35%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$33.5M -$114M -1,882,320 -78%
BFA
216
Beaumont Financial Advisors
Massachusetts
$33.5M -$712K -11,812 -2%
OC
217
Oppenheimer & Co
New York
$33M -$293K -4,860 -0.9%
CIA
218
Capital Investment Advisors
Georgia
$32.7M -$620K -10,279 -2%
OSNBOA
219
Old Second National Bank of Aurora
Illinois
$32.6M +$53.1K +881 +0.2%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$32.3M -$2.65M -43,906 -8%
UCFA
221
United Capital Financial Advisors
Texas
$32M +$41.2K +683 +0.1%
ECG
222
Edge Capital Group
Georgia
$31M +$408K +6,765 +1%
BA
223
Bristlecone Advisors
Washington
$30.8M +$332K +5,499 +1%
RFA
224
RTD Financial Advisors
Pennsylvania
$30.8M +$24.6M +407,303 +472%
WSFS
225
Wilmington Savings Fund Society
Delaware
$30.5M +$6.64M +110,026 +29%

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.