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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
CBT
851
Central Bank & Trust
Kentucky
$4.13M -$321 -5 -0%
IC
852
IEQ Capital
California
$4.12M +$1.14M +17,710 +37%
LF
853
LifeSteps Financial
California
$4.12M -$52.5K -818 -1%
TC
854
TownSquare Capital
Utah
$4.12M +$286K +4,453 +7%
NB
855
NBT Bank
New York
$4.12M +$15.7K +245 +0.4%
AFA
856
AA Financial Advisors
Ohio
$4.11M +$134K +2,096 +3%
MSAM
857
Moloney Securities Asset Management
Missouri
$4.11M +$311K +4,842 +8%
PGWM
858
Parisi Gray Wealth Management
New Jersey
$4.1M +$23.8K +371 +0.6%
LWMNY
859
Landmark Wealth Management (New York)
New York
$4.09M -$157K -2,442 -4%
VFP
860
Verus Financial Partners
Virginia
$4.07M -$70.8K -1,104 -2%
BCG
861
Breakwater Capital Group
New Jersey
$4.07M -$93.6K -1,459 -2%
KWM
862
Kaydan Wealth Management
Michigan
$4.05M +$354K +5,525 +9%
CF
863
Corebridge Financial
Texas
$4.05M +$3.53M +55,000 +550%
ES
864
ETF Store
Kansas
$4.05M -$1.88M -29,298 -31%
PAM
865
Palisade Asset Management
Minnesota
$4.05M +$199K +3,098 +5%
LNWTC
866
Laird Norton Wetherby Trust Company
Washington
$4.04M
AL
867
Aspiriant LLC
California
$4.03M -$67.6K -1,054 -2%
FFS
868
Fortress Financial Solutions
Arizona
$4.02M +$4.14M +64,587 New
BMCM
869
Bryn Mawr Capital Management
Pennsylvania
$4.02M +$838K +13,062 +25%
WJA
870
Willis Johnson & Associates
Texas
$4.02M -$63.8K -995 -2%
GWS
871
Greykasell Wealth Strategies
California
$4M +$4.12M +64,224 New
SWA
872
SOA Wealth Advisors
New York
$4M -$138K -2,150 -3%
KWA
873
Kingswood Wealth Advisors
California
$3.99M +$1.7M +26,485 +71%
QCM
874
Quantinno Capital Management
New York
$3.99M +$2.46M +38,375 +150%
MWP
875
Moller Wealth Partners
$3.98M -$178K -2,770 -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.