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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
EWA
626
Exencial Wealth Advisors
Oklahoma
$7.32M -$40.1K -626 -0.5%
LFAS
627
Level Four Advisory Services
Texas
$7.3M -$86.7K -1,352 -1%
MF
628
Meridian Financial
Massachusetts
$7.29M -$106K -1,654 -1%
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$7.29M -$22.1K -345 -0.3%
PCM
630
Pennsylvania Capital Management
Pennsylvania
$7.29M +$458K +7,139 +6%
RL
631
Rogco LP
Oklahoma
$7.28M -$176K -2,749 -2%
CFC
632
Client First Capital
California
$7.26M +$759K +11,840 +11%
EL
633
EWA LLC
Pennsylvania
$7.24M +$102K +1,584 +1%
SW
634
SlateStone Wealth
Florida
$7.23M +$856K +13,346 +13%
CIAS
635
Capital Investment Advisory Services
North Carolina
$7.21M -$90.1K -1,405 -1%
AWMG
636
ADG Wealth Management Group
Louisiana
$7.19M +$7.4M +115,317 New
TSWM
637
Triangle Securities Wealth Management
North Carolina
$7.17M +$292K +4,555 +4%
MA
638
Mutual Advisors
Nebraska
$7.16M +$484K +7,552 +7%
BHIA
639
Birch Hill Investment Advisors
Massachusetts
$7.16M +$364K +5,675 +5%
WFAG
640
Wescott Financial Advisory Group
Pennsylvania
$7.1M +$114K +1,773 +2%
PIAS
641
PCA Investment Advisory Services
Ohio
$7.06M +$47.6K +742 +0.7%
BCM
642
Boltwood Capital Management
California
$7.06M -$52.3K -815 -0.7%
SIAM
643
Sterling Investment Advisors (Missouri)
Missouri
$7.04M -$270K -4,217 -4%
PFS
644
Prospera Financial Services
Texas
$7.02M +$42.7K +665 +0.6%
BOH
645
Bank of Hawaii
Hawaii
$7.01M -$519K -8,095 -7%
IA
646
IFS Advisors
Kansas
$6.93M -$183K -2,854 -3%
AFS
647
AFG Fiduciary Services
Massachusetts
$6.9M -$73.9K -1,153 -1%
FA
648
Flagstar Advisors
New York
$6.85M -$178K -2,770 -2%
JWM
649
JPL Wealth Management
Colorado
$6.83M +$7.03M +109,634 New
G
650
GenTrust
Florida
$6.83M -$179K -2,787 -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.