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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
AWM
351
AAF Wealth Management
Massachusetts
$18.1M -$29.2K -455 -0.2%
HTIM
352
Harbour Trust & Investment Management
Indiana
$18.1M +$867K +13,522 +5%
WH
353
Whitcomb & Hess
Ohio
$18.1M -$210K -3,278 -1%
IFG
354
Independent Financial Group
California
$18M +$1.55M +24,131 +9%
CIM
355
CIM Investment Management
Pennsylvania
$18M +$71.9K +1,121 +0.4%
TAM
356
Titleist Asset Management
Texas
$18M +$2.77M +43,130 +18%
CGA
357
Crescent Grove Advisors
Illinois
$17.9M +$1.11M +17,298 +6%
IA
358
IFG Advisory
Georgia
$17.8M +$2.36M +36,755 +15%
Principal Financial Group
359
Principal Financial Group
Iowa
$17.7M -$802K -12,499 -4%
I
360
INVST
Indiana
$17.7M +$17.5M +272,859 +2,388%
TCA
361
Trifecta Capital Advisors
Illinois
$17.7M +$8.01M +124,922 +78%
CFIA
362
Cantor Fitzgerald Investment Advisors
New York
$17.7M +$430K +6,702 +2%
GSWM
363
Greenup Street Wealth Management
Michigan
$17.5M +$2.23M +34,813 +14%
PWMAG
364
Pinnacle Wealth Management Advisory Group
New Jersey
$17.5M -$10.1K -157 -0.1%
PPW
365
PACK Private Wealth
Minnesota
$17.3M +$162K +2,521 +0.9%
NOI
366
Newton One Investments
Delaware
$17.3M +$13.7M +213,063 +330%
MCWS
367
McKinley Carter Wealth Services
West Virginia
$17.3M +$655K +10,217 +4%
CASB
368
Cape Ann Savings Bank
Massachusetts
$17M +$66.4K +1,035 +0.4%
CA
369
Centerpoint Advisors
Massachusetts
$16.7M +$331K +5,163 +2%
JWBC
370
J.W. Burns & Co
New York
$16.7M +$1.05M +16,343 +6%
MSA
371
Marino Stram & Associates
Massachusetts
$16.6M +$406K +6,332 +2%
CA
372
Cambridge Advisors
Nebraska
$16.6M -$1.35M -21,036 -7%
FNT
373
First Nebraska Trust
Nebraska
$16.5M +$327K +5,105 +2%
FWA
374
FSM Wealth Advisors
Ohio
$16.3M +$1.05M +16,365 +7%
TCM
375
Traynor Capital Management
Pennsylvania
$16.2M +$2.53M +39,411 +18%

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.