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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
AA
426
Ancora Advisors
Ohio
$13.7M +$2.12K +33 +0%
BFP
427
Beacon Financial Planning
Massachusetts
$13.6M -$7.5K -117 -0.1%
AFA
428
American Financial Advisors
Georgia
$13.6M -$355K -5,534 -2%
SW
429
SVB Wealth
Massachusetts
$13.6M +$14M +218,336 New
PAI
430
Pittenger & Anderson Inc
Nebraska
$13.6M +$514K +8,012 +4%
WWM
431
Western Wealth Management
Colorado
$13.6M +$601K +9,363 +4%
IW
432
Instrumental Wealth
Florida
$13.5M +$1.12M +17,413 +9%
GCA
433
Gallagher Capital Advisors
Texas
$13.5M +$13.9M +217,256 New
CTA
434
Colonial Trust Advisors
South Carolina
$13.5M +$488K +7,615 +4%
KFP
435
KMG Fiduciary Partners
Ohio
$13.5M +$800K +12,468 +6%
LC
436
LTG Capital
Massachusetts
$13.5M +$438K +6,833 +3%
WT
437
Washington Trust
Rhode Island
$13.4M +$1.55M +24,206 +13%
AWP
438
Accretive Wealth Partners
New Jersey
$13.3M +$40.8K +636 +0.3%
GGS
439
Galvin Gaustad & Stein
Arizona
$13.2M +$621K +9,678 +5%
CF
440
Centaurus Financial
California
$13.2M +$109K +1,698 +0.8%
HAS
441
Holland Advisory Services
Florida
$13.2M +$427K +6,664 +3%
Brown Advisory
442
Brown Advisory
Maryland
$13.1M +$2.02M +31,464 +18%
CWA
443
Consilio Wealth Advisors
Washington
$13.1M +$201K +3,127 +2%
NCM
444
Neumann Capital Management
California
$13M +$128 +2 +0%
SC
445
Scotia Capital
Ontario, Canada
$13M +$7.78M +121,310 +139%
AF
446
Advisornet Financial
Minnesota
$13M +$1.7M +26,558 +15%
RSWM
447
Robertson Stephens Wealth Management
California
$12.8M +$887K +13,824 +7%
SP
448
SWS Partners
Ohio
$12.7M -$449 -7 -0%
MWM
449
Meridian Wealth Management
Kentucky
$12.7M +$187K +2,914 +1%
RSA
450
River Street Advisors
Illinois
$12.7M +$994K +15,493 +8%

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.