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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
HFS
476
Hopwood Financial Services
Virginia
$11.5M +$11.9M +185,076 New
CIA
477
Choate Investment Advisors
Massachusetts
$11.5M +$286K +4,465 +2%
RAM
478
Riggs Asset Management
Pennsylvania
$11.5M +$183K +2,849 +2%
FBT
479
First Bank & Trust
South Dakota
$11.5M +$77K +1,200 +0.7%
AF
480
Affiance Financial
Minnesota
$11.5M -$382K -5,952 -3%
PI
481
Pachira Investments
California
$11.2M +$442K +6,899 +4%
MFA
482
Mayflower Financial Advisors
Massachusetts
$11.1M -$124K -1,937 -1%
PCM
483
Penserra Capital Management
California
$11.1M +$4.71M +73,421 +70%
PS
484
Principal Securities
Iowa
$11.1M +$814K +12,690 +8%
VCM
485
Vision Capital Management
Oregon
$11M -$144K -2,252 -1%
EA
486
Enclave Advisors
Texas
$11M +$4.36M +68,010 +62%
OFG
487
Omega Financial Group
California
$11M +$201K +3,128 +2%
NGA
488
Naples Global Advisors
Florida
$11M +$582K +9,080 +5%
CFC
489
Coyle Financial Counsel
Illinois
$10.8M +$2.24M +34,859 +25%
MWM
490
MTC Wealth Management
Florida
$10.8M -$279K -4,354 -2%
SF
491
Synovus Financial
Georgia
$10.8M +$278K +4,337 +3%
PWP
492
Precedent Wealth Partners
Texas
$10.8M -$2.89M -45,077 -21%
MPCG
493
Matrix Private Capital Group
New York
$10.7M +$304K +4,743 +3%
PWM
494
Partnership Wealth Management
Maryland
$10.7M +$1.55M +24,239 +16%
CB
495
Commerce Bank
Missouri
$10.7M -$180K -2,802 -2%
CAC
496
Certified Advisory Corp
Florida
$10.6M +$270K +4,214 +3%
EWM
497
Evercore Wealth Management
New York
$10.6M -$413K -6,440 -4%
GC
498
Grimes & Company
Massachusetts
$10.6M +$467K +7,274 +4%
USB
499
Union Savings Bank
Connecticut
$10.5M -$201K -3,128 -2%
IA
500
IFG Advisors
Missouri
$10.5M +$684K +10,658 +7%

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.