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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
RWP
376
RWA Wealth Partners
Massachusetts
$16.1M +$5.26M +82,045 +47%
SF
377
Symphony Financial
Texas
$16M -$629K -9,815 -4%
EFA
378
Evernest Financial Advisors
Indiana
$16M +$506K +7,885 +3%
AWM
379
Avondale Wealth Management
Texas
$15.9M -$309K -4,816 -2%
LPAM
380
Lodestar Private Asset Management
California
$15.8M -$12.8K -199 -0.1%
1SB
381
1ST Source Bank
Indiana
$15.8M -$45.2K -704 -0.3%
CWAF
382
Core Wealth Advisors (Florida)
Florida
$15.7M +$21.8K +340 +0.1%
AMG
383
Asset Management Group
Connecticut
$15.7M -$30.5K -476 -0.2%
KLI
384
Kelman-Lazarov Inc
Tennessee
$15.6M +$67.1K +1,046 +0.4%
CNC
385
Citizens & Northern Corp
Pennsylvania
$15.6M +$149K +2,323 +0.9%
TCBWMS
386
Texas Capital Bank Wealth Management Services
Texas
$15.5M +$257K +4,008 +2%
MSA
387
Mason Street Advisors
Wisconsin
$15.5M -$5.59M -87,100 -26%
TWP
388
Tower Wealth Partners
Pennsylvania
$15.5M -$63.5K -990 -0.4%
DFG
389
Demars Financial Group
Washington
$15.4M +$60.5M +942,746 +5,730%
GPA
390
Guidance Point Advisors
Massachusetts
$15.3M +$269K +4,191 +2%
TCM
391
Towercrest Capital Management
Pennsylvania
$15.3M +$327K +5,102 +2%
CWA
392
Clarity Wealth Advisors
California
$15.3M +$771K +12,018 +5%
CFFNO
393
Common Fund For Nonprofit Organizations
Connecticut
$15.2M +$66.8K +1,042 +0.4%
NPF
394
Norris Perne & French
Michigan
$15.2M -$1.39M -21,660 -8%
BCI
395
Brinker Capital Investments
Pennsylvania
$15M +$421K +6,562 +3%
OPS
396
Orion Portfolio Solutions
Nebraska
$15M +$421K +6,562 +3%
SWM
397
Spire Wealth Management
Virginia
$14.9M -$15.1M -235,909 -50%
BW
398
BostonPremier Wealth
Massachusetts
$14.8M +$15.3M +237,979 New
WAG
399
Winthrop Advisory Group
Massachusetts
$14.7M +$153K +2,388 +1%
VFPW
400
Vantage Financial Partners (Wisconsin)
Wisconsin
$14.7M -$13.4M -208,741 -47%

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.