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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
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.67B +$394M +6,538,264 +7%
Bank of America
2
Bank of America
North Carolina
$4.06B +$61.7M +1,023,798 +2%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3B -$855K -14,184 -0%
Wells Fargo
4
Wells Fargo
California
$2.98B -$59.4M -984,881 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.58B +$348M +5,776,791 +16%
LPL Financial
6
LPL Financial
California
$2.57B +$67.2M +1,114,290 +3%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.37B -$86.3M -1,430,399 -4%
Morgan Stanley
8
Morgan Stanley
New York
$2.15B +$21.8M +361,864 +1%
RJA
9
Raymond James & Associates
Florida
$1.71B +$520M +8,628,060 +46%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.6B +$85.5M +1,418,430 +6%
UBS Group
11
UBS Group
Switzerland
$1.54B +$166M +2,749,092 +13%
BlackRock
12
BlackRock
New York
$1.35B +$44.7M +741,622 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$1.34B -$46.9M -777,710 -3%
Northern Trust
14
Northern Trust
Illinois
$1.26B +$34.5M +572,740 +3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$1.03B +$10.8M +179,657 +1%
Mariner
16
Mariner
Kansas
$773M +$27.8M +460,761 +4%
Goldman Sachs
17
Goldman Sachs
New York
$683M -$108M -1,795,183 -14%
FCAS
18
First Command Advisory Services
Texas
$677M +$538K +8,928 +0.1%
AA
19
Acorns Advisers
California
$657M +$16.9M +279,959 +3%
Ameriprise
20
Ameriprise
Minnesota
$593M +$2.99M +49,644 +0.5%
KeyBank National Association
21
KeyBank National Association
Ohio
$566M -$137K -2,268 -0%
Financial Engines Advisors
22
Financial Engines Advisors
California
$537M -$15.3M -253,387 -3%
CCA
23
Catalyst Capital Advisors
New York
$473M -$6.7M -111,043 -1%
MRC
24
Millburn Ridgefield Corp
New York
$473M -$6.7M -111,043 -1%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$471M +$25.2M +418,100 +6%

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.