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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
MYIA
801
Mount Yale Investment Advisors
Colorado
$4.63M -$12.4K -194 -0.3%
WPC
802
Wedmont Private Capital
Pennsylvania
$4.63M +$168K +2,612 +4%
AWMG
803
Alliance Wealth Management Group
New Jersey
$4.61M +$117K +1,826 +3%
FA
804
FC Advisory
Pennsylvania
$4.6M +$48.7K +760 +1%
SFG
805
Sather Financial Group
Texas
$4.6M
HH
806
Hilltop Holdings
Texas
$4.59M +$238K +3,707 +5%
CFGS
807
Concourse Financial Group Securities
Alabama
$4.59M -$137K -2,143 -3%
FPW
808
Fairvoy Private Wealth
Alabama
$4.56M +$4.69M +73,203 New
SFP
809
Sterling Financial Planning
New Jersey
$4.53M +$41.2K +643 +0.9%
GFP
810
Gryphon Financial Partners
Ohio
$4.51M +$194K +3,030 +4%
AWM
811
Aprio Wealth Management
Georgia
$4.51M +$48K +748 +1%
SCM
812
Sebold Capital Management
Illinois
$4.47M -$7.7K -120 -0.2%
AWM
813
Accurate Wealth Management
Florida
$4.45M +$954K +14,872 +26%
BB
814
Busey Bank
Illinois
$4.45M +$260K +4,050 +6%
SWP
815
Summit Wealth Partners
Florida
$4.44M -$186K -2,906 -4%
GDP
816
Great Diamond Partners
Maine
$4.44M +$20K +312 +0.4%
UBG
817
United Bank (Georgia)
Georgia
$4.43M +$146K +2,282 +3%
FPCG
818
Forum Private Client Group
Indiana
$4.41M -$104K -1,626 -2%
DQRIM
819
Dale Q Rice Investment Management
Washington
$4.41M +$4.53M +70,700 New
HNB
820
Hilltop National Bank
Wyoming
$4.41M +$614K +9,576 +16%
FPAS
821
Focus Partners Advisor Solutions
Missouri
$4.4M +$408K +6,366 +10%
RF
822
Rossby Financial
Florida
$4.38M +$4.51M +70,281 New
PMG
823
ProVise Management Group
Florida
$4.38M -$486K -7,577 -10%
VC
824
Vestor Capital
Illinois
$4.37M +$62.5K +974 +1%
SAF
825
Smith Anglin Financial
Texas
$4.32M +$23.5K +367 +0.5%

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.