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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
ATPW
251
Ashton Thomas Private Wealth
Arizona
$28M +$2.97M +46,278 +11%
RIG
252
RiverFront Investment Group
Virginia
$27.7M +$27.9M +435,257 +4,324%
WAS
253
Wealth Advisory Solutions
Indiana
$27.2M -$129K -2,010 -0.5%
NA
254
NewEdge Advisors
Louisiana
$27.2M +$4.17M +64,996 +17%
NFG
255
Nations Financial Group
Iowa
$27.2M +$400K +6,234 +1%
RC
256
Randolph Company
Ohio
$26.7M +$91.3K +1,423 +0.3%
SWA
257
Serenus Wealth Advisors
California
$26.6M +$27.4M +426,471 New
GRP
258
Global Retirement Partners
California
$26.6M +$2.69M +41,944 +11%
FWIA
259
Fort Washington Investment Advisors
Ohio
$26.3M +$3.53M +55,032 +15%
AA
260
ALPS Advisors
Colorado
$26.2M -$915K -14,268 -3%
ASN
261
Advisory Services Network
Georgia
$25.9M +$174K +2,720 +0.7%
LCOV
262
London Company of Virginia
Virginia
$25.7M +$16.8M +261,414 +173%
B
263
Bailard
California
$25.7M +$4.95M +77,163 +23%
VCM
264
Verde Capital Management
Michigan
$25.7M +$678K +10,569 +3%
CFP
265
Catalyst Financial Partners
Massachusetts
$25.6M +$879K +13,708 +3%
CIA
266
Concurrent Investment Advisors
Florida
$25.5M -$2.61M -40,687 -9%
Lido Advisors
267
Lido Advisors
California
$25.3M +$16.1M +251,613 +164%
BAMG
268
Brand Asset Management Group
Missouri
$25.2M -$964K -15,024 -4%
ACM
269
Arcataur Capital Management
Wisconsin
$25.2M -$108K -1,682 -0.4%
KCM
270
Kanawha Capital Management
Virginia
$24.9M -$76.1K -1,187 -0.3%
BSSFA
271
Baron Silver Stevens Financial Advisors
Florida
$24.9M +$569K +8,865 +2%
FAIM
272
Financial Advocates Investment Management
Washington
$24.9M +$687K +10,704 +3%
LP
273
LGL Partners
Pennsylvania
$24.8M +$456K +7,103 +2%
IFPL
274
Investments & Financial Planning LLC
Kentucky
$24.7M +$112K +1,747 +0.4%
NA
275
Nottingham Advisors
New York
$24.7M -$3.44M -53,570 -12%

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.