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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
RWM
1001
Rialto Wealth Management
New York
$2.64M +$2.72M +42,408 New
VIM
1002
Vista Investment Management
Pennsylvania
$2.63M -$33K -515 -1%
EFL
1003
ERn Financial LLC
Wisconsin
$2.63M -$14.6K -227 -0.5%
SAM
1004
Sherman Asset Management
California
$2.62M +$2.7M +42,025 New
CPRC
1005
Consolidated Portfolio Review Corp
New York
$2.61M +$157K +2,451 +6%
EFG
1006
Embree Financial Group
Illinois
$2.6M +$385 +6 +0%
RWM
1007
Rockwood Wealth Management
Pennsylvania
$2.6M +$371K +5,788 +16%
ANC
1008
Ames National Corp
Iowa
$2.6M +$2.67M +41,663 New
SAMC
1009
Spectrum Asset Management (California)
California
$2.58M +$49.1K +765 +2%
PCA
1010
Prosperity Capital Advisors
Ohio
$2.57M +$2.02M +31,461 +322%
DPI
1011
Diversified Portfolios Inc
Michigan
$2.55M -$10.9K -170 -0.4%
BFW
1012
Brady Family Wealth
Missouri
$2.54M -$88.2K -1,375 -3%
RSF
1013
Rik Saylor Financial
Ohio
$2.54M +$2.61M +40,734 New
PCA
1014
Providence Capital Advisors
North Carolina
$2.53M -$113K -1,755 -4%
CFFP
1015
Center for Financial Planning
Michigan
$2.53M +$11.3K +176 +0.4%
WAM
1016
Weinberger Asset Management
California
$2.53M -$60.7K -946 -2%
CAL
1017
Capital Advisors Ltd
Ohio
$2.53M +$56.3K +878 +2%
NF
1018
Nikulski Financial
Iowa
$2.53M -$42.6K -664 -2%
GLA
1019
Good Life Advisors
Pennsylvania
$2.52M -$6.03M -93,941 -70%
W
1020
WorthPointe
California
$2.51M -$50.9K -794 -2%
B
1021
Bensler
Washington
$2.5M -$10.9K -170 -0.4%
SYBT
1022
Stock Yards Bank & Trust
Kentucky
$2.49M -$108K -1,687 -4%
BEI
1023
Benjamin Edwards Inc
Missouri
$2.49M +$152K +2,377 +6%
MCM
1024
Maple Capital Management
Vermont
$2.49M -$138K -2,148 -5%
IA
1025
Insight Advisors
Pennsylvania
$2.48M +$298K +4,651 +13%

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.