We are live on ! Find out more
IJH icon

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
PBO
551
Peoples Bank (Ohio)
Ohio
$9.12M -$381K -5,945 -4%
HAC
552
Harbor Advisory Corp
New Hampshire
$9.11M +$136K +2,114 +1%
HWM
553
HB Wealth Management
Georgia
$9.06M +$1.42M +22,086 +18%
KWM
554
Kingsview Wealth Management
Oregon
$9.03M +$509K +7,944 +6%
WB
555
WesBanco Bank
West Virginia
$9.03M -$260K -4,057 -3%
HP
556
Hilltop Partners
Indiana
$9.01M -$2.68M -41,820 -22%
PCIA
557
Prime Capital Investment Advisors
Kansas
$9.01M +$168K +2,622 +2%
AWP
558
Avid Wealth Partners
Texas
$9M +$3.17M +49,384 +52%
RPC
559
Rossmore Private Capital
Connecticut
$9M +$312K +4,862 +3%
TA
560
TruWealth Advisors
Louisiana
$8.99M +$284K +4,434 +3%
HHWM
561
Hiley Hunt Wealth Management
Nebraska
$8.96M +$135K +2,108 +1%
SFI
562
SPC Financial Inc
Maryland
$8.93M +$871K +13,576 +10%
FF
563
Finley Financial
Nevada
$8.9M +$8.93M +139,275 New
SAG
564
SageView Advisory Group
California
$8.88M +$7.17M +111,781 +363%
JWCA
565
J.W. Cole Advisors
Florida
$8.82M -$233K -3,631 -3%
SFP
566
Sandbox Financial Partners
Maryland
$8.78M -$2.73M -42,577 -23%
LSPW
567
Lake Street Private Wealth
Illinois
$8.77M +$771K +12,018 +9%
KOMWMG
568
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$8.73M +$380K +5,929 +4%
EW
569
Elyxium Wealth
California
$8.73M +$1.94M +30,312 +28%
BTWM
570
Baker Tilly Wealth Management
Wisconsin
$8.7M -$197K -3,078 -2%
ISWM
571
Independent Solutions Wealth Management
New York
$8.69M -$2.01M -31,406 -18%
LC
572
Lindbrook Capital
California
$8.68M -$839K -13,081 -9%
YP
573
YANKCOM Partnership
South Dakota
$8.62M +$8.88M +138,420 New
IA
574
IFP Advisors
Florida
$8.58M +$373K +5,819 +4%
BMD
575
Better Money Decisions
New Mexico
$8.56M +$180K +2,807 +2%

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.