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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
BPA
276
Beacon Pointe Advisors
California
$24.7M -$1.07M -16,726 -4%
FWM
277
Fairhaven Wealth Management
Illinois
$24.5M +$33.5K +523 +0.1%
SL
278
Salomon & Ludwin
Virginia
$24.5M -$1.66M -25,849 -6%
OIA
279
OneDigital Investment Advisors
Kansas
$24.4M +$321K +5,002 +1%
WFA
280
West Financial Advisors
Iowa
$24.4M -$19.5K -304 -0.1%
FFAM
281
Forge First Asset Management
Canada
$24.2M +$25M +389,200 New
BWIA
282
Bryant Woods Investment Advisors
New York
$24.2M +$38.2K +596 +0.2%
TPCW
283
TD Private Client Wealth
New York
$24.2M -$1.73M -26,955 -7%
DCM
284
Dupont Capital Management
Delaware
$24.1M +$12.9M +200,600 +107%
KWMG
285
King Wealth Management Group
Florida
$23.8M +$1.17M +18,229 +5%
SPC
286
Sigma Planning Corp
Michigan
$23.6M +$483K +7,534 +2%
CAI
287
Capital Advisors Inc
Oklahoma
$23.4M -$1.53M -23,853 -6%
EBT
288
Enterprise Bank & Trust
Massachusetts
$23M +$904K +14,091 +4%
NHFG
289
New Harbor Financial Group
Massachusetts
$22.6M -$536K -8,350 -2%
FFO
290
Fiduciary Family Office
Florida
$22.6M +$22.9M +356,701 +6,398%
ATC
291
Argent Trust Co
Tennessee
$22.5M +$378K +5,892 +2%
ISB
292
Iowa State Bank
Iowa
$22.4M -$72.5K -1,131 -0.3%
CC
293
Courier Capital
New York
$22.4M +$732K +11,406 +3%
HCA
294
Horan Capital Advisors
Ohio
$22.4M +$350K +5,460 +2%
JFGIW
295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.2M -$4.44M -69,176 -17%
TC
296
Trilogy Capital
California
$22M -$182K -2,843 -0.8%
DA
297
Drake & Associates
Wisconsin
$21.9M +$1.01M +15,703 +5%
AWM
298
Altus Wealth Management
Kentucky
$21.8M +$600K +9,355 +3%
KPWS
299
Kestra Private Wealth Services
Texas
$21.8M +$6.61M +103,101 +42%
GT
300
Glenview Trust
Kentucky
$21.7M +$294K +4,581 +1%

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.