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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
MFS
2251
Mattson Financial Services
Michigan
$23.7K
EPW
2252
Evergreen Private Wealth
Colorado
$23.6K
Optiver Holding
2253
Optiver Holding
Netherlands
$23.2K -$55.5K -921 -71%
MIA
2254
MeadowBrook Investment Advisors
Michigan
$22.4K
FAM
2255
Flaharty Asset Management
Florida
$21K +$20.3K +337 New
CAM
2256
Clarity Asset Management
Iowa
$19.6K +$14.6K +242 +336%
FNWA
2257
Financial Network Wealth Advisors
Utah
$16.5K
KA
2258
Kozak & Associates
Colorado
$16.3K
PCWA
2259
Pacific Capital Wealth Advisors
California
$15.6K
HT
2260
Headlands Technologies
Illinois
$14.8K -$1.55M -25,748 -99%
FRA
2261
Front Row Advisors
California
$14.3K -$246K -4,075 -95%
SRCM
2262
Signature Resources Capital Management
California
$14.3K -$5.13K -85 -27%
WWP
2263
WR Wealth Planners
Missouri
$14K -$6.45K -107 -32%
PFG
2264
Peterson Financial Group
Iowa
$13.9K +$13.4K +222 New
ACB
2265
Aristotle Capital Boston
Massachusetts
$13.7K +$9.83K +163 +286%
CSC
2266
Caldwell Sutter Capital
California
$13.7K
PP
2267
PFS Partners
New Jersey
$13K
CNBT
2268
Cornerstone National Bank & Trust
Illinois
$12.5K +$12.1K +200 New
PPA
2269
Painted Porch Advisors
California
$11.5K +$11.2K +185 New
GWM
2270
Grand Wealth Management
Michigan
$11.2K
ZRP
2271
Zynergy Retirement Planning
New Jersey
$10.9K
KSB
2272
Kennebec Savings Bank
Maine
$10.6K +$10.3K +170 New
LIS
2273
Legacy Investment Solutions
Idaho
$10.1K +$9.35K +155 New
LWMI
2274
Legacy Wealth Management (Idaho)
Idaho
$10.1K +$9.35K +155 New
SHF
2275
Safe Harbor Fiduciary
Florida
$10K +$9.71K +161 New

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.