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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
CTFG
1051
Capstone Triton Financial Group
Oklahoma
$2.35M -$73.1K -1,140 -3%
AFA
1052
Antonelli Financial Advisors
Michigan
$2.35M +$2.42M +37,680 New
CFO
1053
Colony Family Offices
North Carolina
$2.34M
CNWM
1054
Clay Northam Wealth Management
California
$2.34M +$511K +7,975 +27%
TWC
1055
TD Waterhouse Canada
Ontario, Canada
$2.33M +$75.6K +1,178 +3%
XF
1056
XML Financial
Maryland
$2.32M +$448K +6,985 +23%
FFO
1057
Fortitude Family Office
Arizona
$2.32M -$155K -2,419 -6%
CIC
1058
Carnegie Investment Counsel
Ohio
$2.32M -$93.1K -1,451 -4%
KAS
1059
KPP Advisory Services
Kentucky
$2.32M -$397K -6,188 -14%
FIA
1060
Foundations Investment Advisors
Arizona
$2.31M +$933K +14,543 +64%
CSIC
1061
Clifford Swan Investment Counsel
California
$2.31M
PGWM
1062
Pitti Group Wealth Management
New York
$2.3M +$1.93M +30,034 +435%
LIM
1063
Letson Investment Management
Georgia
$2.29M
AssetMark Inc
1064
AssetMark Inc
California
$2.29M +$908K +14,151 +63%
IF
1065
Intrua Financial
Texas
$2.28M -$168K -2,619 -7%
ASW
1066
Astoria Strategic Wealth
Texas
$2.28M +$128 +2 +0%
AWA
1067
Amplius Wealth Advisors
Pennsylvania
$2.27M +$202K +3,143 +9%
GAM
1068
Gotham Asset Management
New York
$2.27M -$8.14K -127 -0.3%
AF
1069
Amara Financial
California
$2.26M -$14.6K -227 -0.6%
WDL
1070
Well Done LLC
Michigan
$2.25M
EA
1071
Everpar Advisors
Oklahoma
$2.24M +$110K +1,720 +5%
WWC
1072
Waypoint Wealth Counsel
Georgia
$2.24M +$7.44K +116 +0.3%
OC
1073
Opinicus Capital
Florida
$2.24M -$50.5K -788 -2%
WTB
1074
Washington Trust Bank
Washington
$2.23M -$23.7K -370 -1%
TWP
1075
Triad Wealth Partners
Kansas
$2.23M -$3.92M -61,094 -63%

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.