Recent 13F filings reveal that the iShares Trust – Core S&P Mid-Cap Exchange Traded Fund (Symbol: IJH) has attracted significant attention from hedge fund managers.
Examining these filings can provide a glimpse of investment trends. However, it’s essential to remember that 13F filings only disclose long positions, not short ones, meaning the data may not fully portray a fund’s strategy. For instance, a fund with a short position might simultaneously hold a long position, leading to potentially misleading perceptions.
Despite this limitation, analyzing groups of filings can highlight noteworthy trends over time. Let’s delve into the recent changes in IJH positions from the latest 13F reports:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000’s) |
|---|---|---|---|
| Alliance Wealth Advisors LLC | Existing | +2,191 | +$568 |
| Market Street Wealth Management Advisors LLC | Existing | –623 | –$19 |
| Kaydan Wealth Management Inc. | Existing | +1,211 | +$297 |
| Sweet Financial Partners LLC | Existing | +427 | +$228 |
| TruWealth Advisors LLC | Existing | +3,174 | +$717 |
| AlphaMark Advisors LLC | Existing | UNCH | $UNCH |
| Ellsworth Advisors LLC | Existing | +2,126 | +$152 |
| Leverty Financial Group LLC | Existing | –1,863 | +$200 |
| Drake & Associates LLC | Existing | +12,387 | +$1,967 |
| Trust Co. of Vermont | Existing | +2,827 | +$1,103 |
| Secure Asset Management LLC | NEW | +3,794 | +$236 |
| Marshall Financial Group LLC | NEW | +16,249 | +$1,013 |
| Trifecta Capital Advisors LLC | Existing | +6,926 | +$1,011 |
| Teamwork Financial Advisors LLC | Existing | –190,143 | –$11,047 |
| Bleakley Financial Group LLC | Existing | +526 | +$264 |
| Optimum Investment Advisors | Existing | UNCH | +$25 |
| Greenup Street Wealth Management LLC | Existing | +66,739 | +$4,842 |
| Buffington Mohr McNeal | Existing | –375 | +$154 |
| Randolph Co Inc | Existing | –511 | +$1,590 |
| Aggregate Change: | –74,938 | +$3,301 | |
From June 30, 2024, to September 30, 2024, ten funds expanded their IJH holdings, while five reduced theirs. Additionally, there were two new positions opened during this period.
Beyond these specific funds, we aggregated the IJH share count among all funds holding it as of September 30, 2024. Comparing this to previous totals shows that holdings increased by 1,344,325 shares, rising from 42,544,284 to 43,888,609 shares, a notable increase of about 3.16%. The three largest holders of IJH on September 30, 2024, stood out prominently.
As we continue to analyze the latest 13F filings, we will highlight intriguing trends and insights drawn from the collective data across various managers between filing periods. Though individual 13F filings can sometimes lead to misunderstandings due to their long-only nature, examining the aggregate data provides valuable insights, making the iShares Trust – Core S&P Mid-Cap Exchange Traded Fund (Symbol: IJH) worthy of further exploration.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
