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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
VFA
51
Valeo Financial Advisors
Indiana
$196M +$18.1M +282,865 +10%
RMDI
52
R.M. Davis Inc
Maine
$192M +$5.46M +85,076 +3%
CFG
53
Citizens Financial Group
Rhode Island
$191M +$1.1M +17,218 +0.6%
MML Investors Services
54
MML Investors Services
Massachusetts
$180M +$10.9M +170,431 +6%
Comerica Bank
55
Comerica Bank
Texas
$179M +$3.16M +49,242 +2%
Fidelity International
56
Fidelity International
Bermuda
$175M +$82M +1,278,428 +84%
AI
57
Accredited Investors
Minnesota
$167M +$24.4M +380,275 +17%
FFB
58
First Financial Bankshares
Texas
$164M -$1.68M -26,189 -1%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$164M -$34.3M -535,220 -17%
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
$160M +$3.59M +56,030 +2%
Stifel Financial
61
Stifel Financial
Missouri
$159M -$48M -749,153 -23%
HTC
62
Haverford Trust Company
Pennsylvania
$158M +$1.18M +18,436 +0.7%
SSB
63
Sandy Spring Bank
Maryland
$153M +$616K +9,606 +0.4%
Corient Private Wealth
64
Corient Private Wealth
Florida
$148M -$46.6M -726,229 -23%
UB
65
UMB Bank
Missouri
$146M -$3.78M -58,927 -2%
GT
66
Greenleaf Trust
Michigan
$145M -$5.19M -80,855 -3%
APCM
67
Alaska Permanent Capital Management
Alaska
$144M -$1.72M -26,783 -1%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$142M +$30.1M +468,629 +26%
Members Trust
69
Members Trust
Florida
$142M -$1.73M -26,998 -1%
SHGA
70
Sand Hill Global Advisors
California
$137M +$493K +7,688 +0.4%
Osaic Holdings
71
Osaic Holdings
Arizona
$137M +$13M +202,599 +10%
BBA
72
BLB&B Advisors
Pennsylvania
$131M +$7.09M +110,585 +6%
BF
73
BOK Financial
Oklahoma
$128M +$3.13M +48,734 +2%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$128M +$1.19M +18,522 +0.9%
SOMRS
75
State of Michigan Retirement System
Michigan
$128M +$4.71M +73,500 +4%

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.