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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
RCM
2226
Raleigh Capital Management
North Carolina
$37.5K +$784 +13 +2%
DWM
2227
Darwin Wealth Management
Florida
$35K +$33.9K +562 New
EA
2228
Evolution Advisers
Virginia
$35K
KFO
2229
Kopp Family Office
Minnesota
$35K
SIS
2230
Strategic Investment Solutions
Illinois
$34.6K
SFC
2231
SYM Financial Corp
Indiana
$34.5K
AAP
2232
Arax Advisory Partners
Colorado
$34.3K +$121 +2 +0.4%
HCP
2233
Hexagon Capital Partners
Arkansas
$34.2K -$2.77K -46 -8%
EWA
2234
Elevate Wealth Advisory
Georgia
$33.7K
MSFP
2235
Mark Sheptoff Financial Planning
Connecticut
$31.5K
NFA
2236
Northwest Financial Advisors
Virginia
$31.3K +$30.3K +502 New
BAM
2237
Bellevue Asset Management
Washington
$31.2K -$15.1K -250 -33%
DWA
2238
Dougherty Wealth Advisers
Minnesota
$31.2K -$5.31K -88 -15%
WAG
2239
Wiser Advisor Group
Arizona
$29.7K
BAM
2240
Byrne Asset Management
New Jersey
$29.6K
PK
2241
Pflug Koory
Nebraska
$29.6K +$28.6K +475 New
Bank Julius Baer & Co
2242
Bank Julius Baer & Co
Switzerland
$29.6K -$82.6K -1,369 -77%
DAM
2243
Delta Asset Management
Tennessee
$28.4K
VWWMG
2244
Vermillion & White Wealth Management Group
Pennsylvania
$28.4K
KFP
2245
Keener Financial Planning
Texas
$28K
IAIM
2246
International Assets Investment Management
Florida
$27.8K +$103M +1,700,038 +5,654%
AFWM
2247
Abich Financial Wealth Management
Virginia
$26.8K -$7.24K -120 -22%
DF
2248
DecisionPoint Financial
Arizona
$26.2K
IRC
2249
Investors Research Corp
Georgia
$25.2K
CAM
2250
Costello Asset Management
Pennsylvania
$25K

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.