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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
BFS
901
Bradley Foster & Sargent
Connecticut
$3.67M +$29.4K +458 +0.8%
JIP
902
Jaffetilchin Investment Partners
Florida
$3.67M -$5.13K -80 -0.1%
ST
903
Sentinel Trust
Texas
$3.65M +$391K +6,100 +12%
FTC
904
Farmers Trust Company
Ohio
$3.65M -$24.4K -380 -0.6%
GWM
905
Geneos Wealth Management
Colorado
$3.64M +$106K +1,656 +3%
HCC
906
Hirtle Callaghan & Co
Pennsylvania
$3.64M +$51.3K +800 +1%
MSWM
907
McGlone Suttner Wealth Management
Wisconsin
$3.64M +$535K +8,337 +17%
PIA
908
Perennial Investment Advisors
California
$3.63M -$235K -3,657 -6%
ONST
909
Old North State Trust
North Carolina
$3.63M +$1.93M +30,098 +107%
WIA
910
Wetzel Investment Advisors
Indiana
$3.61M -$19.4K -302 -0.5%
WP
911
Wealthspan Partners
Iowa
$3.61M -$4.23K -66 -0.1%
S
912
Sachetta
Massachusetts
$3.55M +$104K +1,620 +3%
HWM
913
HighMark Wealth Management
Minnesota
$3.54M -$861K -13,423 -19%
AWP
914
Astra Wealth Partners
New Jersey
$3.53M +$3.64M +56,711 New
AFG
915
Allegheny Financial Group
Pennsylvania
$3.53M +$527K +8,212 +17%
Empower Advisory Group
916
Empower Advisory Group
Colorado
$3.53M +$158K +2,460 +5%
IA
917
IFC Advisors
California
$3.51M +$3.61M +56,357 New
AWM
918
AE Wealth Management
Kansas
$3.51M -$269K -4,192 -7%
CGPCS
919
Capital Group Private Client Services
California
$3.51M +$656K +10,228 +22%
TFA
920
Trinity Financial Advisors
Ohio
$3.49M -$2.1M -32,675 -37%
WA
921
Wealth Alliance
New York
$3.49M +$29.5K +460 +0.8%
NCM
922
Next Capital Management
New York
$3.49M +$139K +2,175 +4%
BFG
923
Bleakley Financial Group
New Jersey
$3.47M -$367K -5,721 -9%
CV
924
Counterweight Ventures
North Carolina
$3.41M +$1.54K +24 +0%
LJAC
925
L.J. Altfest & Co
New York
$3.4M +$3.23M +50,285 +1,161%

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.