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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
AHC
2526
Anderson Hoagland & Co
Missouri
-$208K -3,345 Closed
FCG
2527
Fielder Capital Group
Tennessee
-$208K -3,338 Closed
CC
2528
Cypress Capital
Tennessee
-$204K -3,278 Closed
CPCP
2529
Cedar Point Capital Partners
Iowa
-$203K -3,261 Closed
SPWM
2530
Schrum Private Wealth Management
Florida
-$201K -3,226 Closed
FF
2531
Farrell Financial
New York
-$203K -3,082 Closed
BWP
2532
Baldwin Wealth Partners
Massachusetts
-$178K -2,850 Closed
HFS
2533
Hantz Financial Services
Michigan
-$166K -2,667 Closed
SFCL
2534
Strengthening Families & Communities LLC
Massachusetts
-$132K -2,123 Closed
FCM
2535
Fourpath Capital Management
Oklahoma
-$70.4K -1,130 Closed
MFA
2536
McClarren Financial Advisors
Pennsylvania
-$917 -1,078 Closed
CA
2537
Claris Advisors
Missouri
-$64.5K -1,035 Closed
DWS
2538
Dynamic Wealth Strategies
California
-$59K -950 Closed
APW
2539
Atlantic Private Wealth
North Carolina
-$54.5K -875 Closed
DWM
2540
Darwin Wealth Management
Florida
-$35K -562 Closed
NFA
2541
Northwest Financial Advisors
Virginia
-$31.3K -502 Closed
SHF
2542
Safe Harbor Fiduciary
Florida
-$10K -161 Closed
LIS
2543
Legacy Investment Solutions
Idaho
-$10.1K -155 Closed
LWMI
2544
Legacy Wealth Management (Idaho)
Idaho
-$10.1K -155 Closed
FPF
2545
First Pacific Financial
Washington
-$8.41K -135 Closed
CPA
2546
Capital Performance Advisors
California
-$4.99K -80 Closed
BGAI
2547
Bruce G. Allen Investments
Colorado
-$623 -10 Closed
WAS
2548
Winch Advisory Services
Wisconsin
-$250 -4 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.