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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
RhumbLine Advisers
526
RhumbLine Advisers
Massachusetts
$9.87M -$903K -14,084 -8%
JF
527
JSF Financial
California
$9.85M -$605K -9,434 -6%
EIP
528
Ellis Investment Partners
Pennsylvania
$9.83M +$143K +2,225 +1%
SA
529
SoundView Advisors
Washington
$9.82M +$10.1M +157,584 New
AAS
530
Asset Allocation Strategies
Michigan
$9.78M +$722K +11,252 +8%
EB
531
Eastern Bank
Massachusetts
$9.78M +$601K +9,374 +6%
FFS
532
Founders Financial Securities
Maryland
$9.61M +$180K +2,805 +2%
ABC
533
Associated Banc-Corp
Wisconsin
$9.58M +$48.7K +760 +0.5%
1NWS
534
1 North Wealth Services
Maryland
$9.57M +$9.85M +153,538 New
AI
535
Atria Investments
North Carolina
$9.53M -$297K -4,631 -3%
CCB
536
Country Club Bank
Missouri
$9.44M +$86.3K +1,345 +0.9%
DWT
537
Dorsey & Whitney Trust
South Dakota
$9.43M +$266K +4,152 +3%
ZIM
538
Zacks Investment Management
Illinois
$9.42M +$578K +9,009 +6%
PA
539
Parallel Advisors
California
$9.41M -$79K -1,232 -0.8%
ITB
540
Idaho Trust Bank
Idaho
$9.38M -$258K -4,026 -3%
RSVP
541
Ramsay Stattman Vela & Price
Colorado
$9.37M -$84.1K -1,311 -0.9%
SIM
542
Stratos Investment Management
Ohio
$9.37M +$3.72K +58 +0%
LHC
543
Little House Capital
Massachusetts
$9.36M +$77.7K +1,211 +0.8%
MCCP
544
Mission Creek Capital Partners
California
$9.28M -$27.7K -432 -0.3%
D
545
Dentgroup
Louisiana
$9.27M +$1.24M +19,258 +15%
CI
546
CX Institutional
Indiana
$9.22M +$1.03M +16,123 +12%
NPT
547
National Philanthropic Trust
Pennsylvania
$9.21M -$536K -8,357 -5%
BWA
548
BlueChip Wealth Advisors
Georgia
$9.19M +$119K +1,853 +1%
CGFA
549
Colton Groome Financial Advisors
North Carolina
$9.19M +$510K +7,955 +6%
NHT
550
New Hampshire Trust
New Hampshire
$9.14M +$32.4K +505 +0.3%

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.