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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
NFP
1026
NorthLanding Financial Partners
New York
$2.47M +$26K +406 +1%
BA
1027
Ballew Advisors
Mississippi
$2.47M +$91.5K +1,427 +4%
GAM
1028
GEM Asset Management
Michigan
$2.46M +$9.75K +152 +0.4%
KIA
1029
KCM Investment Advisors
California
$2.45M +$7.5K +117 +0.3%
BFM
1030
Broadview Financial Management
Wisconsin
$2.45M -$33K -514 -1%
QCM
1031
QRG Capital Management
Illinois
$2.44M +$174K +2,709 +7%
BCA
1032
Bay Capital Advisors
Virginia
$2.42M +$2.49M +38,889 New
1IA
1033
1834 Investment Advisors
Wisconsin
$2.42M -$12K -187 -0.5%
CBT
1034
CoreFirst Bank & Trust
Kansas
$2.4M +$167K +2,610 +7%
EW
1035
Enzi Wealth
Texas
$2.4M -$14.2K -222 -0.6%
BMM
1036
Buffington Mohr McNeal
Idaho
$2.4M -$508K -7,915 -17%
GC
1037
Gilbert & Cook
Iowa
$2.39M -$130K -2,034 -5%
EWA
1038
EverSource Wealth Advisors
Alabama
$2.38M +$86.2K +1,344 +4%
OFG
1039
Oxford Financial Group
Indiana
$2.38M +$612K +9,535 +33%
MWM
1040
MY Wealth Management
Maryland
$2.37M
VCA
1041
Verdence Capital Advisors
Maryland
$2.37M -$75.4K -1,175 -3%
SOS
1042
Silver Oak Securities
Tennessee
$2.37M -$2.41M -37,542 -50%
MC
1043
Moors & Cabot
Massachusetts
$2.37M +$297K +4,624 +14%
HNWAG
1044
High Net Worth Advisory Group
Florida
$2.37M +$132K +2,055 +6%
LFP
1045
Lakeshore Financial Planning
Michigan
$2.36M -$10.3K -161 -0.4%
SWM
1046
SpringVest Wealth Management
Texas
$2.36M +$2.43M +37,941 New
FWP
1047
FAS Wealth Partners
Kansas
$2.36M +$12.1K +189 +0.5%
CNBT
1048
Canandaigua National Bank & Trust
New York
$2.36M +$89.2K +1,391 +4%
PFW
1049
Petros Family Wealth
Minnesota
$2.36M +$2.43M +37,825 New
Prudential Financial
1050
Prudential Financial
New Jersey
$2.35M -$6.68M -104,173 -73%

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.