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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
SIC
76
Sigma Investment Counselors
Michigan
$128M +$834K +13,000 +0.6%
CWM
77
Connecticut Wealth Management
Connecticut
$128M +$6.91M +107,694 +6%
MERSOM
78
Municipal Employees' Retirement System of Michigan
Michigan
$125M +$64 +1 +0%
FT
79
Fiduciary Trust
Massachusetts
$116M +$1.63M +25,455 +1%
CWM
80
Cahaba Wealth Management
Georgia
$115M +$1.87M +29,154 +2%
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$109M +$10.2M +159,450 +10%
WT
82
Whittier Trust
California
$107M -$343K -5,346 -0.3%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$103M -$1.24M -19,269 -1%
SPIA
84
Steward Partners Investment Advisory
New York
$99.4M +$3.91M +61,001 +4%
BPWM
85
Badgley Phelps Wealth Managers
Washington
$98.9M -$284K -4,431 -0.3%
AIM
86
Acropolis Investment Management
Missouri
$98.3M -$127K -1,978 -0.1%
Focus Partners Wealth
87
Focus Partners Wealth
Massachusetts
$98.2M +$66.5M +1,037,435 +193%
LW
88
Linscomb Wealth
Texas
$97.5M +$645K +10,049 +0.6%
M&T Bank
89
M&T Bank
New York
$97.1M +$11.3M +176,547 +13%
CI
90
Constellation Investments
Ohio
$96.5M +$99.3M +1,549,000 New
FMII
91
Farmers & Merchants Investments Inc
Nebraska
$95.6M +$350K +5,460 +0.4%
BNP Paribas Financial Markets
92
BNP Paribas Financial Markets
France
$93.5M +$96.3M +1,501,160 New
Bessemer Group
93
Bessemer Group
New Jersey
$92.6M +$1.8M +28,080 +2%
FIB
94
First Interstate Bank
Montana
$91.5M +$1.73M +26,913 +2%
LFS
95
Lutz Financial Services
Nebraska
$90M -$172K -2,681 -0.2%
Ensign Peak Advisors
96
Ensign Peak Advisors
Utah
$88.2M +$18.9M +294,848 +26%
KA
97
Klingman & Associates
New York
$86.1M +$1.44M +22,497 +2%
KAS
98
Kestra Advisory Services
Texas
$85.1M -$5.11M -79,728 -6%
LWMT
99
Legacy Wealth Management (Tennessee)
Tennessee
$84.8M -$3.12M -48,681 -3%
BFPW
100
BOK Financial Private Wealth
Colorado
$83.4M +$617K +9,619 +0.7%

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.