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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
WGCA
1101
Wolf Group Capital Advisors
Virginia
$2.07M
BSG
1102
Black Swift Group
Colorado
$2.07M +$436K +6,805 +26%
NWMG
1103
National Wealth Management Group
Ohio
$2.06M +$216K +3,367 +11%
ACIM
1104
Azimuth Capital Investment Management
Michigan
$2.06M -$96.2K -1,500 -4%
SIA
1105
SeaBridge Investment Advisors
New Jersey
$2.06M
RWP
1106
Revolve Wealth Partners
New Jersey
$2.05M -$1.99K -31 -0.1%
TIA
1107
Tiemann Investment Advisors
California
$2.05M -$78.2K -1,220 -4%
CG
1108
Caprock Group
Idaho
$2.04M -$8.02K -125 -0.4%
PTC
1109
Philadelphia Trust Company
Pennsylvania
$2.03M -$115K -1,795 -5%
EB
1110
Exchange Bank
California
$2.03M +$35.2K +549 +2%
CMAI
1111
Capital Management Associates Inc
Minnesota
$2.03M -$235K -3,670 -10%
KBFS
1112
Kohmann Bosshard Financial Services
Ohio
$2.02M -$180K -2,810 -8%
EW
1113
Evoke Wealth
California
$2.02M +$17K +265 +0.8%
BWM
1114
BigSur Wealth Management
Florida
$2.01M
RCG
1115
Regatta Capital Group
California
$2M -$18.2K -284 -0.9%
BMWM
1116
Brown Miller Wealth Management
Virginia
$2M +$105K +1,631 +5%
BA
1117
Brightwater Advisory
Florida
$2M -$34.4K -537 -2%
PFBT
1118
Parkside Financial Bank & Trust
Missouri
$2M +$21K +328 +1%
SI
1119
Seeds Investor
New York
$1.99M +$451K +7,033 +28%
HCA
1120
Harbour Capital Advisors
Virginia
$1.99M +$89.1K +1,390 +5%
TP
1121
Tranquility Partners
Tennessee
$1.98M -$23.6K -368 -1%
RA
1122
RFG Advisory
Alabama
$1.98M +$11.9K +186 +0.6%
OFS
1123
Oldfather Financial Services
Nebraska
$1.98M -$81.7K -1,274 -4%
GAG
1124
GM Advisory Group
New York
$1.98M +$279K +4,347 +16%
TSWM
1125
Tyler-Stone Wealth Management
Ohio
$1.97M +$29.8K +464 +1%

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.