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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
TCM
301
Twele Capital Management
Minnesota
$21.7M -$1.87M -29,156 -8%
PHS
302
PFM Health Sciences
California
$21.7M +$22.3M +347,637 New
AB
303
ANB Bank
Colorado
$21.6M +$22.2M +346,397 New
JA
304
JVL Associates
Michigan
$21.5M -$175K -2,735 -0.8%
CT
305
Coastline Trust
Rhode Island
$21.5M +$3.72M +58,045 +20%
MAM
306
Madison Asset Management
Wisconsin
$21.4M +$155K +2,412 +0.7%
MIA
307
Madison Investment Advisors
Wisconsin
$21.4M +$22.1M +343,931 New
HS
308
Horan Securities
United States
$21.3M +$1.47M +22,932 +7%
GT
309
Glenmede Trust
Pennsylvania
$21.3M -$597K -9,301 -3%
TF
310
Tompkins Financial
New York
$21.2M +$763K +11,894 +4%
MA
311
Montag & Associates
Georgia
$21.1M +$6.17M +96,277 +40%
CRC
312
Curi RMB Capital
Illinois
$21M -$2.47M -38,580 -10%
CI
313
Conning Inc
Connecticut
$20.6M
PSCM
314
Per Stirling Capital Management
Texas
$20.6M +$432K +6,741 +2%
FMN
315
Financial Management Network
California
$20.6M +$3.21M +50,125 +18%
SA
316
Sanctuary Advisors
Indiana
$20.5M -$2.53M -39,450 -11%
PAM
317
Peninsula Asset Management
Florida
$20.4M -$585K -9,115 -3%
GIA
318
Gladstone Institutional Advisory
Florida
$20.2M +$5.57M +86,816 +36%
LMIM
319
Lockheed Martin Investment Management
Maryland
$20M +$19.3M +300,900 +1,486%
AEPWM
320
Atlantic Edge Private Wealth Management
Florida
$20M +$1.28M +19,953 +7%
PWM
321
Proathlete Wealth Management
Florida
$19.9M +$1.39M +21,675 +7%
CIAS
322
CFS Investment Advisory Services
New Jersey
$19.9M +$1.11M +17,380 +6%
AGA
323
Arkos Global Advisors
Texas
$19.8M +$263K +4,097 +1%
PA
324
Pinnacle Associates
New York
$19.8M +$16.3M +253,457 +397%
PAS
325
Professional Advisory Services
Florida
$19.6M +$20.2M +315,275 New

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.