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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
CC
876
Callan Capital
California
$3.98M
KP
877
Keel Point
Alabama
$3.96M +$705K +10,985 +21%
GCA
878
Greenwood Capital Associates
South Carolina
$3.96M +$111K +1,732 +3%
VPW
879
Variant Private Wealth
Virginia
$3.96M +$4.07M +63,519 New
SFS
880
Sowell Financial Services
Arkansas
$3.95M -$2.14M -33,304 -34%
AIM
881
Alhambra Investment Management
Florida
$3.95M +$202K +3,145 +5%
SMWM
882
Silvia McColl Wealth Management
California
$3.93M +$85.5K +1,333 +2%
JIC
883
Joel Isaacson & Co
New York
$3.92M +$249K +3,882 +7%
SI
884
Stephens Inc
Arkansas
$3.91M -$7.83K -122 -0.2%
HIA
885
Harbor Investment Advisory
Maryland
$3.91M +$214K +3,333 +6%
SAA
886
Southeast Asset Advisors
Georgia
$3.91M +$4.02M +62,732 New
MCM
887
MidAtlantic Capital Management
Virginia
$3.89M +$63.6K +991 +2%
AWMNH
888
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.89M +$1.39M +21,675 +53%
BWG
889
Balanced Wealth Group
Ohio
$3.86M -$139K -2,175 -4%
EW
890
Element Wealth
Mississippi
$3.84M +$39.1K +610 +1%
NP
891
Nilsine Partners
Colorado
$3.83M +$66.9K +1,043 +2%
FWM
892
Forza Wealth Management
Florida
$3.81M +$213K +3,324 +6%
6F
893
626 Financial
Michigan
$3.81M -$2.37M -36,996 -38%
PMWMG
894
Parr McKnight Wealth Management Group
Minnesota
$3.77M +$3.88M +60,553 New
AM
895
AGF Management
Ontario, Canada
$3.76M -$2.89K -45 -0.1%
SR
896
Syntax Research
Florida
$3.74M -$146K -2,274 -4%
IAG
897
Investment Advisory Group
Massachusetts
$3.72M +$577K +8,993 +18%
HL
898
HeadInvest LLC
Maine
$3.72M -$79.8K -1,245 -2%
WQ
899
Wealth Quarterback
New Jersey
$3.72M -$3.22M -50,180 -46%
HPC
900
HM Payson & Co
Maine
$3.69M +$268K +4,175 +8%

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.