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iShares Core S&P Mid-Cap ETF
IJH

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: 2,217 → 2,300 (+83)

2% more funds holding in top 10

Funds holding in top 10: 347 → 353 (+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

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$520M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$394M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$348M
4
UBS Group
UBS Group
Switzerland
+$166M
5
IAIM
International Assets Investment Management
Florida
+$103M

Top Sellers

Rank Fund Capital Flow
1
SFC
Strategic Financial Concepts
Texas
-$247M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$233M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$114M
4
Goldman Sachs
Goldman Sachs
New York
-$108M
5
HI
Horizon Investments
North Carolina
-$99.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2301
Morse Asset Management
Connecticut
$623 +$603 +10 New
WAS
2302
Winch Advisory Services
Wisconsin
$250 +$241 +4 New
CMP
2303
Coston McIsaac & Partners
Maine
$65 +$5.49K +91 +9%
PIS
2304
POM Investment Strategies
North Carolina
$43 -$6.4M -106,171 -100%
CYG
2305
Clean Yield Group
Vermont
$1 – – –
SW
2306
SVB Wealth
Massachusetts
– -$17.4M -297,552 Closed
EMPI
2307
Elo Mutual Pension Insurance
Finland
– -$16.6M -283,293 Closed
OWM
2308
Olympus Wealth Management
Utah
– -$9.27M -158,442 Closed
AWCI
2309
Alpine Woods Capital Investors
New York
– -$8.15M -139,300 Closed
VWM
2310
VCI Wealth Management
Missouri
– -$5.27M -90,029 Closed
Squarepoint
2311
Squarepoint
New York
– -$3.93M -67,171 Closed
BCMIO
2312
Beacon Capital Management Inc (Ohio)
Ohio
– -$3.41M -58,195 Closed
BFAG
2313
Blackston Financial Advisory Group
Florida
– -$4.57M -41,879 Closed
GC
2314
Guggenheim Capital
Illinois
– -$2.2M -37,669 Closed
PWA
2315
Pillar Wealth Advisors
Pennsylvania
– -$2.2M -37,530 Closed
Susquehanna International Group
2316
Susquehanna International Group
Pennsylvania
– -$1.92M -31,780 Closed
Millennium Management
2317
Millennium Management
New York
– -$1.55M -26,434 Closed
QT
2318
Quantbot Technologies
New York
– -$1.06M -18,081 Closed
KF
2319
Krilogy Financial
Missouri
– -$852K -14,560 Closed
ZF
2320
Zega Financial
Florida
– -$799K -13,645 Closed
SA
2321
Strategic Advocates
Utah
– -$725K -12,397 Closed
SHF
2322
Stage Harbor Financial
Massachusetts
– -$654K -11,175 Closed
CM
2323
Churchill Management
California
– -$485K -8,280 Closed
MWM
2324
Maripau Wealth Management
Indiana
– -$431K -7,369 Closed
KWA
2325
Kellett Wealth Advisors
Ohio
– -$365K -6,230 Closed
91 92
93
94 95

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.