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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
ECM
726
Evergreen Capital Management
Washington
$5.65M -$14.7K -229 -0.3%
DWM
727
Dakota Wealth Management
Florida
$5.64M +$1.6K +25 +0%
CWA
728
Cascade Wealth Advisors
Washington
$5.62M +$299K +4,661 +5%
CTC
729
Central Trust Company
Missouri
$5.62M +$149K +2,329 +3%
JCM
730
Jacobi Capital Management
Pennsylvania
$5.62M +$284K +4,432 +5%
GAA
731
Guardian Asset Advisors
Pennsylvania
$5.61M +$283K +4,417 +5%
FMC
732
First Merchants Corp
Indiana
$5.6M +$67K +1,044 +1%
PCM
733
Parsons Capital Management
Rhode Island
$5.59M -$185K -2,879 -3%
SCA
734
Sandy Cove Advisors
Massachusetts
$5.59M +$31.7K +495 +0.6%
OWM
735
Opes Wealth Management
California
$5.56M +$189K +2,950 +3%
GTAM
736
Global Trust Asset Management
Florida
$5.56M -$226K -3,516 -4%
AWA
737
Arkadios Wealth Advisors
Georgia
$5.55M +$312K +4,869 +6%
Renaissance Technologies
738
Renaissance Technologies
New York
$5.55M +$5.2M +81,000 +1,000%
MC
739
Middleton & Co
Massachusetts
$5.54M +$148K +2,300 +3%
BRWA
740
B. Riley Wealth Advisors
Florida
$5.54M -$392K -6,112 -6%
SPF
741
South Plains Financial
Texas
$5.52M +$5.68M +88,620 New
SFMG
742
Sage Financial Management Group
Virginia
$5.52M +$636K +9,917 +13%
GWM
743
GSB Wealth Management
Connecticut
$5.5M +$198K +3,083 +4%
MPPLM
744
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.49M -$63K -983 -1%
CAG
745
Crestwood Advisors Group
Massachusetts
$5.46M +$152K +2,375 +3%
CWM
746
Cornerstone Wealth Management
Missouri
$5.45M +$162K +2,532 +3%
TH
747
TCTC Holdings
Texas
$5.42M +$102K +1,586 +2%
LIA
748
LBMC Investment Advisors
Tennessee
$5.4M +$50K +780 +0.9%
FCP
749
Fidelis Capital Partners
Florida
$5.4M +$9.88K +154 +0.2%
RA
750
RoundAngle Advisors
New Jersey
$5.39M +$5.55M +86,573 New

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.