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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
OFS
501
Orrstown Financial Services
Pennsylvania
$10.4M -$126K -1,957 -1%
NAM
502
NorthCrest Asset Manangement
Minnesota
$10.4M -$85.2K -1,328 -0.8%
NW
503
NewEdge Wealth
Pennsylvania
$10.4M +$1.45M +22,649 +16%
GWMIA
504
Global Wealth Management Investment Advisory
Florida
$10.4M +$392K +6,112 +4%
RFO
505
RiverGlades Family Offices
Florida
$10.4M +$61K +951 +0.6%
CFG
506
Carr Financial Group
Massachusetts
$10.3M +$432K +6,730 +4%
CFA
507
Cahill Financial Advisors
Minnesota
$10.3M +$1.34M +20,944 +15%
PG
508
Proffitt & Goodson
Tennessee
$10.3M +$237K +3,690 +2%
CPW
509
Crestmont Private Wealth
Texas
$10.3M +$234K +3,641 +2%
MI
510
Moneywise Inc
Virginia
$10.2M +$8.79M +137,081 +501%
FW
511
Fairway Wealth
Ohio
$10.2M +$1.59M +24,750 +18%
TC
512
TAP Consulting
Missouri
$10.2M +$244K +3,797 +2%
UL
513
Unionview LLC
Washington
$10.2M +$6.92M +107,883 +195%
CB
514
Community Bank
New York
$10.2M -$30.9K -482 -0.3%
CAM
515
Campion Asset Management
Virginia
$10.2M +$763K +11,902 +8%
BBNA
516
Bremer Bank National Association
Minnesota
$10.1M -$156K -2,431 -1%
NAM
517
NTV Asset Management
West Virginia
$10.1M -$526K -8,209 -5%
TCM
518
Telos Capital Management
California
$10M +$487K +7,595 +5%
CI
519
Cambiar Investors
Colorado
$10M +$8.01M +124,964 +345%
DC
520
Davenport & Co
Virginia
$10M +$250K +3,892 +2%
PWA
521
Physician Wealth Advisors
Utah
$9.96M +$248K +3,868 +2%
FCBT
522
First Citizens Bank & Trust
North Carolina
$9.94M -$228K -3,556 -2%
SLT
523
St Louis Trust
Missouri
$9.94M
GVAG
524
Great Valley Advisor Group
Delaware
$9.92M +$1.34M +20,938 +15%
Vanguard Group
525
Vanguard Group
Pennsylvania
$9.92M +$412K +6,422 +4%

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.