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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
AGC
2326
Aspen Grove Capital
Colorado
-$357K -6,100 Closed
RFWA
2327
RPg Family Wealth Advisory
Massachusetts
-$332K -5,680 Closed
TLFA
2328
True Link Financial Advisors
California
-$326K -5,579 Closed
MAM
2329
Milestone Asset Management
Pennsylvania
-$315K -5,374 Closed
LIA
2330
LS Investment Advisors
Michigan
-$292K -4,985 Closed
B
2331
Bellecapital
Switzerland
-$288K -4,920 Closed
NFW
2332
Noble Family Wealth
Florida
-$262K -4,480 Closed
AWA
2333
Aletheian Wealth Advisors
Washington
-$250K -4,265 Closed
PWM
2334
Praetorian Wealth Management
California
-$243K -4,155 Closed
HAIM
2335
Hunter Associates Investment Management
Pennsylvania
-$242K -4,144 Closed
SFA
2336
Seneca Financial Advisors
New York
-$232K -3,970 Closed
MAS
2337
Meeder Advisory Services
Ohio
-$231K -3,946 Closed
AP
2338
Americana Partners
Texas
-$220K -3,755 Closed
OFG
2339
Orcam Financial Group
California
-$210K -3,580 Closed
GCIM
2340
Gunn & Company Investment Management
Florida
-$208K -3,559 Closed
BFA
2341
Beacon Financial Advisory
Ohio
-$200K -3,421 Closed
GI
2342
Gradient Investments
Minnesota
-$177K -3,022 Closed
FCG
2343
Financial Connections Group
California
-$124K -2,125 Closed
HH
2344
HWG Holdings
Texas
-$111K -1,897 Closed
KFS
2345
Kelly Financial Services
Massachusetts
-$79K -1,349 Closed
SC
2346
Swan Capital
Florida
-$43K -735 Closed
LFA
2347
Legend Financial Advisors
Pennsylvania
-$34.5K -590 Closed
NFSG
2348
Newbridge Financial Services Group
Florida
-$34.2K -584 Closed
BC
2349
Belmont Capital
California
-$31.9K -545 Closed
GLR
2350
Great Lakes Retirement
Ohio
-$21.1K -360 Closed

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.