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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
JSW
326
Journey Strategic Wealth
New Jersey
$19.6M +$1.09M +16,978 +6%
TCOV
327
Trust Company of Vermont
Vermont
$19.5M +$4.28M +66,710 +27%
EWA
328
EP Wealth Advisors
California
$19.5M -$798K -12,444 -4%
OGF
329
Orin Green Financial
California
$19.5M -$20.1M -312,835 Closed
SIA
330
Soltis Investment Advisors
Utah
$19.5M -$381K -5,943 -2%
FNT
331
First National Trust
Pennsylvania
$19.3M -$1.82M -28,377 -8%
VFIC
332
Valley Forge Investment Consultants
Pennsylvania
$19.3M +$364K +5,669 +2%
DFA
333
DHJJ Financial Advisors
Illinois
$19.3M -$400K -6,232 -2%
Allspring Global Investments
334
Allspring Global Investments
North Carolina
$19.2M +$150K +2,331 +0.8%
PFPT
335
Pinnacle Financial Partners (Tennessee)
Tennessee
$19M -$1.94M -30,179 -9%
GG
336
GenWealth Group
New Jersey
$19M +$337K +5,248 +2%
SB
337
Simmons Bank
Arkansas
$18.9M +$257K +4,001 +1%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$18.8M +$12.2M +190,412 +172%
BBHC
339
Brown Brothers Harriman & Co
New York
$18.5M +$1.77M +27,611 +10%
IF
340
Ironwood Financial
Arizona
$18.5M -$51.6K -804 -0.3%
CCM
341
Coldstream Capital Management
Washington
$18.4M -$1.74M -27,055 -8%
DAS
342
Dynamic Advisor Solutions
Arizona
$18.4M -$11.4M -178,243 -38%
LA
343
Lynch & Associates
Indiana
$18.4M -$282K -4,393 -1%
MWM
344
Marietta Wealth Management
Georgia
$18.4M -$19.8K -309 -0.1%
Citadel Advisors
345
Citadel Advisors
Florida
$18.4M +$11.5M +179,008 +155%
APW
346
Acima Private Wealth
Virginia
$18.4M +$43.9K +685 +0.2%
PAS
347
PKS Advisory Services
New York
$18.4M +$18.9M +294,565 New
NRI
348
NFP Retirement Inc
California
$18.2M +$208K +3,236 +1%
LIM
349
Leavell Investment Management
Alabama
$18.2M -$159K -2,472 -0.8%
ST
350
Smithfield Trust
Pennsylvania
$18.1M -$64.5K -1,006 -0.3%

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.