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iShares Core S&P Mid-Cap ETF

2,461 hedge funds and large institutions have $77.3B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 1,097 increasing their positions, 746 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

970% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $4.04M

257% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 81

47% more repeat investments, than reductions

Existing positions increased: 1,097 | Existing positions reduced: 746

10% more funds holding in top 10

Funds holding in top 10: 353390 (+37)

10% more capital invested

Capital invested by funds: $70.5B → $77.3B (+$6.81B)

7% more funds holding

Funds holding: 2,3002,461 (+161)

1.03% more ownership

Funds ownership: 77.46%78.49% (+1%)

Holders
2,461
Holders Change
+161
Holders Change %
+7%
% of All Funds
32.42%
Holding in Top 10
390
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.48%
% of All Funds
5.14%
New
289
Increased
1,097
Reduced
746
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Change in
Stake
HGERS
2501
Householder Group Estate & Retirement Specialist
Arizona
-$446K -7,170 Closed
FTDI
2502
First Trust Direct Indexing
Massachusetts
-$431K -6,916 Closed
ACM
2503
AlphaStar Capital Management
North Carolina
-$425K -6,813 Closed
HHAA
2504
Henry H. Armstrong Associates
Pennsylvania
-$377K -6,050 Closed
HWP
2505
Hibernia Wealth Partners
Louisiana
-$367K -5,890 Closed
SL
2506
Summitry LLC
California
-$363K -5,823 Closed
OWM
2507
Orgel Wealth Management
Wisconsin
-$325K -5,220 Closed
BP
2508
BCK Partners
New York
-$320K -5,136 Closed
RCM
2509
Radnor Capital Management
Pennsylvania
-$294K -4,715 Closed
HPIA
2510
Hamilton Point Investment Advisors
North Carolina
-$280K -4,500 Closed
Wolverine Trading
2511
Wolverine Trading
Illinois
-$251K -4,030 Closed
GWA
2512
Gratus Wealth Advisors
Virginia
-$245K -3,961 Closed
DFA
2513
Davies Financial Advisors
California
-$246K -3,950 Closed
ML
2514
McAdam LLC
Pennsylvania
-$240K -3,857 Closed
FNBOMD
2515
First National Bank of Mount Dora
Florida
-$238K -3,819 Closed
BPC
2516
Banque Pictet & Cie
Switzerland
-$234K -3,750 Closed
CF
2517
Clarity Financial
Texas
-$233K -3,740 Closed
ORC
2518
O'Rourke & Company
Massachusetts
-$232K -3,730 Closed
MCM
2519
Mattern Capital Management
Colorado
-$225K -3,604 Closed
SFS
2520
Sharp Financial Services
Pennsylvania
-$221K -3,543 Closed
RAS
2521
RPS Advisory Solutions
Kentucky
-$219K -3,520 Closed
MFG
2522
MidWestOne Financial Group
Iowa
-$217K -3,475 Closed
SF
2523
Slagle Financial
Illinois
-$214K -3,442 Closed
PWM
2524
Power Wealth Management
Georgia
-$214K -3,439 Closed
KC
2525
Kades & Cheifetz
Pennsylvania
-$213K -3,412 Closed

IJH Hedge Fund Activity: Q4 2024 in Review

2,461 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2024, worth a combined $77.3B — up 9.7% from $70.5B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new IJH positions and 81 closed out — a net gain of 208 holders — while 1,097 added to existing stakes and 746 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $413M. The largest seller was Balyasny Asset Management, cutting an estimated $167M.

  • 2,461 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2024, up from 2,300 in Q3 2024.
  • Funds reported $77.3B of iShares Core S&P Mid-Cap ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 289 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2024 and 81 closed out, a net change of +208 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2024 was Goldman Sachs, an estimated $413M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2024 was Balyasny Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2024.