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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
HIMC
826
Heritage Investors Management Corp
Maryland
$4.31M +$76.1K +1,186 +2%
MWM
827
Maridea Wealth Management
New York
$4.3M +$4.43M +69,012 New
FFG
828
Foundry Financial Group
New Hampshire
$4.28M -$2.12K -33 -0%
BSTWA
829
Blake Schutter Theil Wealth Advisors
Ohio
$4.27M +$23.5K +367 +0.5%
UCB
830
United Community Bank
South Carolina
$4.27M -$8.98K -140 -0.2%
RWA
831
River Wealth Advisors
Pennsylvania
$4.27M -$34.6K -539 -0.8%
BWCS
832
Beirne Wealth Consulting Services
Connecticut
$4.26M +$34.1K +532 +0.8%
BFWA
833
Benchmark Financial Wealth Advisors
Florida
$4.25M -$44.6K -696 -1%
CG
834
Cynosure Group
Utah
$4.24M -$8.21K -128 -0.2%
WWA
835
WCG Wealth Advisors
Nevada
$4.23M -$142K -2,210 -3%
CCM
836
Crew Capital Management
Ohio
$4.23M +$2.73M +42,517 +168%
CAM
837
Cozad Asset Management
Illinois
$4.21M +$179K +2,796 +4%
IJWM
838
Inman Jager Wealth Management
Mississippi
$4.21M +$4.34M +67,610 New
RFN
839
RDA Financial Network
Iowa
$4.19M +$80.7K +1,259 +2%
WF
840
Welch & Forbes
Massachusetts
$4.19M -$25.7K -400 -0.6%
PR
841
Payden & Rygel
California
$4.18M +$16.5K +257 +0.4%
EI
842
Ellevest Inc
New York
$4.17M -$220K -3,436 -5%
MWA
843
Merkkuri Wealth Advisors
New York
$4.17M +$1.34M +20,942 +46%
WCFA
844
Walkner Condon Financial Advisors
Wisconsin
$4.16M +$5.26K +82 +0.1%
SIG
845
Sky Investment Group
Connecticut
$4.16M
TCA
846
Transcend Capital Advisors
New Jersey
$4.15M +$221K +3,438 +5%
HIA
847
HTG Investment Advisors
Connecticut
$4.15M -$96.8K -1,509 -2%
NG
848
Novem Group
New York
$4.15M +$4.27M +66,584 New
NDSI
849
Newman Dignan & Sheerar Inc
Rhode Island
$4.15M +$59.3K +924 +1%
VPP
850
Vertex Planning Partners
Illinois
$4.15M +$3.96M +61,678 +1,266%

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.