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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
BHBT
576
Burke & Herbert Bank & Trust
Virginia
$8.54M +$49.9K +778 +0.6%
BWA
577
Bordeaux Wealth Advisors
California
$8.49M -$53.2K -829 -0.6%
MOS
578
MGO One Seven
Ohio
$8.46M +$552K +8,607 +7%
AF
579
AtlasMark Financial
Texas
$8.45M +$208K +3,250 +2%
LKWM
580
Lee-Kelleher Wealth Management
Maryland
$8.36M +$8.61M +134,247 New
CFB
581
Cullen/Frost Bankers
Texas
$8.31M -$962K -14,997 -10%
TA
582
Tectonic Advisors
Texas
$8.29M +$245K +3,813 +3%
EIA
583
Eldridge Investment Advisors
New Hampshire
$8.29M +$57.1K +890 +0.7%
SW
584
StrongBox Wealth
Missouri
$8.26M +$338K +5,268 +4%
GIA
585
GHP Investment Advisors
Colorado
$8.23M -$5.13K -80 -0.1%
NL
586
NWAM LLC
Washington
$8.23M +$782K +12,188 +10%
JFG
587
Jefferies Financial Group
New York
$8.22M +$1.48M +23,111 +21%
DC
588
Destiny Capital
Colorado
$8.21M +$5.64K +88 +0.1%
PWW
589
Pettyjohn Wood & White
Virginia
$8.2M +$320K +4,997 +4%
MF
590
Montis Financial
Massachusetts
$8.14M +$195K +3,034 +2%
MCM
591
Magnolia Capital Management
New York
$8.12M -$8.34K -130 -0.1%
FFA
592
Farther Finance Advisors
California
$8.11M -$125K -1,946 -1%
NCM
593
Novare Capital Management
North Carolina
$8.07M +$801K +12,486 +11%
RFG
594
RFP Financial Group
Georgia
$8.05M +$277K +4,322 +3%
CNBTD
595
Citizens National Bank Trust Department
Mississippi
$8.02M +$235K +3,670 +3%
OP
596
ORG Partners
Indiana
$8.02M +$4.2M +65,447 +103%
PCP
597
Panoramic Capital Partners
Oregon
$8.01M +$8.25M +128,617 New
RIA
598
Richwood Investment Advisors
Ohio
$8M +$149K +2,327 +2%
WIA
599
World Investment Advisors
California
$7.99M +$2.58M +40,258 +46%
UWPG
600
Ullmann Wealth Partners Group
Florida
$7.99M -$145K -2,266 -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.