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
MMA
701
Miracle Mile Advisors
California
$6.07M +$1.77M +27,579 +39%
CHC
702
City Holding Co
West Virginia
$6.06M +$632K +9,852 +11%
EFS
703
Econ Financial Services
Pennsylvania
$6.05M +$2.2M +34,339 +55%
Neuberger Berman Group
704
Neuberger Berman Group
New York
$6.03M +$2.25M +35,090 +57%
MFG
705
Merit Financial Group
Georgia
$6.02M +$987K +15,383 +19%
P
706
Pitcairn
Pennsylvania
$6M -$64.1K -1,000 -1%
CSP
707
Cary Street Partners
Virginia
$5.93M +$6.1M +95,123 New
BOJHT
708
Bank of Jackson Hole Trust
Wyoming
$5.91M +$6.08M +94,866 New
BA
709
Bellwether Advisors
Nebraska
$5.89M -$17.2K -268 -0.3%
TFCP
710
Twin Focus Capital Partners
Massachusetts
$5.86M -$160K -2,501 -3%
PFA
711
Pure Financial Advisors
California
$5.84M -$76.3K -1,189 -1%
CFS
712
CGC Financial Services
Oregon
$5.84M +$951K +14,829 +19%
SC
713
Stephenson & Company
California
$5.84M +$267K +4,166 +5%
CB
714
Centennial Bank
Arkansas
$5.83M -$64.1K -1,000 -1%
HCM
715
Hengehold Capital Management
Ohio
$5.81M +$555K +8,661 +10%
FHA
716
Flagship Harbor Advisors
Massachusetts
$5.79M +$1.35M +21,000 +29%
BTWM
717
Brass Tax Wealth Management
Ohio
$5.77M +$890K +13,884 +18%
American Century Companies
718
American Century Companies
Missouri
$5.77M +$494K +7,700 +9%
FC
719
FCA Corp
Texas
$5.75M +$32.4K +505 +0.6%
I
720
InvesTrust
Oklahoma
$5.72M +$5.9M +91,998 New
SG Americas Securities
721
SG Americas Securities
New York
$5.69M +$4.67M +72,851 +394%
BC
722
Bricktown Capital
Michigan
$5.69M
NEAM
723
New England Asset Management
Connecticut
$5.68M +$4.77M +74,415 +444%
State of Wisconsin Investment Board
724
State of Wisconsin Investment Board
Wisconsin
$5.68M +$3.47M +54,160 +147%
BFA
725
Bright Financial Advisors
Michigan
$5.67M -$202K -3,157 -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.