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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
GWAM
451
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.6M +$531K +8,273 +4%
FWTB
452
First Western Trust Bank
Colorado
$12.6M -$474K -7,395 -4%
ACGA
453
Atlanta Consulting Group Advisors
Georgia
$12.5M -$298K -4,646 -2%
CICC
454
Capital Investment Counsel (Colorado)
Colorado
$12.5M -$174K -2,708 -1%
JMFC
455
J.M. Forbes & Co
Massachusetts
$12.5M +$73.8K +1,151 +0.6%
SQA
456
Simon Quick Advisors
New Jersey
$12.5M -$203K -3,160 -2%
WPW
457
Waldron Private Wealth
Pennsylvania
$12.4M -$294K -4,591 -2%
AIP
458
Ameritas Investment Partners
Nebraska
$12.4M -$1.67M -25,985 -12%
SFA
459
Sequoia Financial Advisors
Ohio
$12.3M -$2.93M -45,751 -19%
LPFG
460
Landing Point Financial Group
Ohio
$12.3M +$12.5M +194,646 New
SF
461
Summit Financial
New Jersey
$12.2M +$281K +4,382 +2%
ODIJL
462
One Day In July LLC
Vermont
$12.2M -$2.69M -42,002 -18%
HCM
463
Highview Capital Management
Illinois
$12.1M +$687K +10,704 +6%
RWMH
464
Riverpoint Wealth Management Holdings
Illinois
$12.1M +$17.6K +275 +0.1%
WAP
465
Wealthcare Advisory Partners
Pennsylvania
$12.1M -$1.68M -26,259 -12%
EWA
466
Encompass Wealth Advisors
Oregon
$12.1M +$128K +1,993 +1%
ANTB
467
AMG National Trust Bank
Colorado
$11.9M -$74.3K -1,159 -0.6%
MBT
468
Montecito Bank & Trust
California
$11.9M +$201K +3,140 +2%
MHC
469
May Hill Capital
Massachusetts
$11.9M +$12.2M +190,294 New
HR
470
Hardy Reed
Mississippi
$11.8M -$28K -436 -0.2%
ACP
471
Arcus Capital Partners
Georgia
$11.8M +$1.07M +16,686 +9%
MM
472
Meridian Management
Arkansas
$11.7M +$609K +9,493 +5%
MWP
473
Madison Wealth Partners
Wisconsin
$11.7M +$99.9K +1,557 +0.8%
COPPSERS
474
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$11.7M -$1.19M -18,515 -9%
GA
475
GFS Advisors
Texas
$11.6M -$162K -2,521 -1%

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.