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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
GG
2276
Gleason Group
Kentucky
$9.38K -$3.62K -60 -28%
FPF
2277
First Pacific Financial
Washington
$8.41K +$8.14K +135 New
NMG
2278
New Millennium Group
Utah
$8.38K -$4.7K -78 -37%
EBA
2279
Eagle Bay Advisors
New York
$8.1K
CTB
2280
Country Trust Bank
Illinois
$7.6K -$13K -215 -64%
PFA
2281
Pathway Financial Advisers
Indiana
$7.36K
WGS
2282
Washington Growth Strategies
District of Columbia
$6.6K +$24.8K +411 New
C
2283
Covestor
United Kingdom
$6K -$3.14K -52 -35%
GPFA
2284
Game Plan Financial Advisors
Ohio
$5.61K
CPA
2285
Capital Performance Advisors
California
$4.99K +$4.82K +80 New
HWP
2286
Highline Wealth Partners
California
$4.72K +$60 +1 +1%
TVWM
2287
Tower View Wealth Management
Wisconsin
$4.57K
TAM
2288
Tucker Asset Management
Colorado
$4.36K -$363K -6,025 -99%
HR
2289
Howe & Rusling
New York
$4.05K -$18.1K -300 -82%
CWM
2290
CarsonAllaria Wealth Management
Illinois
$3.81K +$3.68K +61 New
GM
2291
GeoWealth Management
Illinois
$3.62K +$3.5K +58 New
FFL
2292
Financial Freedom LLC
Ohio
$3.59K +$60 +1 +2%
DF
2293
Dunhill Financial
United Kingdom
$2.8K +$2.71K +45 New
Amundi
2294
Amundi
France
$1.24K -$18.1K -300 -94%
AA
2295
AlphaMark Advisors
Kentucky
$1K
GC
2296
Gould Capital
Washington
$997
BIM
2297
Breakwater Investment Management
Washington
$935
MFA
2298
McClarren Financial Advisors
Pennsylvania
$917 +$54.5K +903 +516%
WOC
2299
West Oak Capital
California
$717
BGAI
2300
Bruce G. Allen Investments
Colorado
$623

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.