We are live on ! Find out more
IJH icon

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
SMC
401
Smith, Moore & Co
Missouri
$14.7M +$636K +9,923 +4%
PIC
402
Platt Investment Counsel
Florida
$14.7M -$311K -4,843 -2%
PBF
403
Petix & Botte Financial
California
$14.6M -$4.76M -74,287 -24%
MFC
404
Mechanics Financial Corp
Ohio
$14.6M -$375K -5,845 -2%
FWM
405
FFT Wealth Management
Pennsylvania
$14.6M -$501K -7,815 -3%
EFM
406
Eley Financial Management
Vermont
$14.6M +$539K +8,408 +4%
BFS
407
Burkett Financial Services
South Carolina
$14.6M +$9.62K +150 +0.1%
PCFFS
408
Pacific Center for Financial Services
California
$14.5M +$363K +5,655 +2%
HSWM
409
Hubbell Strickland Wealth Management
Louisiana
$14.5M +$160K +2,502 +1%
AFS
410
Aft Forsyth & Sober
Florida
$14.5M +$51.3K +800 +0.3%
IPW
411
IronBridge Private Wealth
Texas
$14.4M +$4.63M +72,212 +45%
ACM
412
Advisors Capital Management
New Jersey
$14.4M +$1.64M +25,594 +12%
SEM
413
Strategic Equity Management
Arizona
$14.4M +$14.3M +223,648 +3,315%
CA
414
CoreCap Advisors
Michigan
$14.3M +$1.42M +22,091 +11%
CIBC World Market
415
CIBC World Market
Ontario, Canada
$14.2M +$1.13M +17,625 +8%
TCWA
416
Turtle Creek Wealth Advisors
Texas
$14.2M +$1.14M +17,704 +8%
PAS
417
Park Avenue Securities
New York
$14.1M -$1.14M -17,757 -7%
AA
418
Argent Advisors
Louisiana
$14.1M -$390K -6,074 -3%
WCM
419
Windsor Capital Management
Arizona
$13.9M -$104K -1,620 -0.7%
RF
420
Robinswood Financial
Washington
$13.9M -$10.4K -162 -0.1%
ET
421
Equitable Trust
Tennessee
$13.9M +$14.3M +223,102 New
FIM
422
Freedom Investment Management
Connecticut
$13.9M -$301K -4,694 -2%
IWMA
423
Ironwood Wealth Management (Arizona)
Arizona
$13.9M +$133K +2,068 +0.9%
PP
424
PDS Planning
Ohio
$13.8M -$248K -3,863 -2%
AIA
425
Armor Investment Advisors
North Carolina
$13.8M +$754K +11,763 +6%

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.