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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
AA
601
Advisory Alpha
Michigan
$7.98M +$4.04K +63 +0%
AIMC
602
Alley Investment Management Company
Illinois
$7.98M +$55.4K +864 +0.7%
LGA
603
Lebenthal Global Advisors
New York
$7.97M +$2.1M +32,724 +34%
MIM
604
MetLife Investment Management
New Jersey
$7.95M -$151K -2,350 -2%
SWA
605
Stratos Wealth Advisors
Ohio
$7.94M -$719K -11,205 -8%
GWMR
606
GC Wealth Management RIA
Massachusetts
$7.85M
AWM
607
Atticus Wealth Management
Florida
$7.81M +$227K +3,547 +3%
CWM
608
Cahill Wealth Management
Michigan
$7.79M +$3.27K +51 +0%
CT
609
Caldwell Trust
Florida
$7.77M +$693K +10,798 +9%
OWM
610
Olympus Wealth Management
Utah
$7.72M +$7.95M +123,971 New
FNBOH
611
First National Bank of Hutchinson
Kansas
$7.64M -$134K -2,090 -2%
PB
612
Pinnacle Bancorp
Nebraska
$7.62M +$148K +2,306 +2%
SFC
613
Strategic Financial Concepts
Texas
$7.59M +$3.19M +49,761 +69%
CCM
614
Canal Capital Management
Virginia
$7.57M +$39.2K +611 +0.5%
KPWG
615
KFA Private Wealth Group
Virginia
$7.57M +$1.76M +27,364 +29%
TDWM
616
Topel & Distasi Wealth Management
California
$7.56M +$49K +764 +0.6%
ACA
617
Affinity Capital Advisors
California
$7.55M +$574K +8,942 +8%
Chevy Chase Trust
618
Chevy Chase Trust
Maryland
$7.55M +$74.1K +1,155 +1%
LIA
619
Lynx Investment Advisory
District of Columbia
$7.53M +$1.01M +15,779 +15%
MWM
620
Mascoma Wealth Management
New Hampshire
$7.51M -$160K -2,487 -2%
CCWA
621
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.5M -$616K -9,600 -7%
FG
622
Fiduciary Group
Georgia
$7.41M -$595K -9,277 -7%
AWAP
623
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.4M +$195K +3,047 +3%
WG
624
Watchman Group
Texas
$7.36M -$88.1K -1,374 -1%
GWM
625
Global Wealth Management
New Jersey
$7.35M +$131K +2,047 +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.