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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
GWS
1126
Glassman Wealth Services
Virginia
$1.96M -$85.7K -1,336 -4%
LC
1127
LCNB Corp
Ohio
$1.96M -$51.3K -800 -2%
AQR Capital Management
1128
AQR Capital Management
Connecticut
$1.96M +$1.14M +17,799 +131%
SIC
1129
Salem Investment Counselors
North Carolina
$1.95M +$35.3K +551 +2%
RT
1130
Rockland Trust
Massachusetts
$1.94M -$282K -4,394 -12%
CAS
1131
Coppell Advisory Solutions
Texas
$1.94M +$151K +2,360 +8%
SC
1132
SouthState Corp
Florida
$1.93M +$227K +3,547 +13%
CG
1133
Corundum Group
Colorado
$1.93M
CL
1134
COWA LLC
Oklahoma
$1.93M -$13.7K -214 -0.7%
AWP
1135
Ascent Wealth Partners
New York
$1.92M +$39.1K +609 +2%
BB
1136
Berkshire Bank
Massachusetts
$1.92M +$77K +1,200 +4%
TSW
1137
Three Seasons Wealth
Utah
$1.91M -$210K -3,280 -10%
DWG
1138
Darden Wealth Group
Michigan
$1.9M -$11.6K -181 -0.6%
PPC
1139
Park Place Capital
Alabama
$1.9M -$138K -2,155 -7%
AWA
1140
Aaron Wealth Advisors
Illinois
$1.9M +$244K +3,799 +14%
FAM
1141
Forte Asset Management
New York
$1.89M -$183K -2,859 -9%
PCMC
1142
Private Capital Management (Colorado)
Colorado
$1.89M +$38.9K +606 +2%
AFP
1143
Ausdal Financial Partners
Iowa
$1.89M +$170K +2,646 +10%
CCT
1144
Capital City Trust
Florida
$1.89M
LRWA
1145
Long Run Wealth Advisors
New York
$1.89M -$29.4K -458 -1%
TW
1146
TrinityPoint Wealth
Connecticut
$1.89M +$62.5K +974 +3%
FWP
1147
Forefront Wealth Partners
Texas
$1.88M +$1.93M +30,096 New
OCM
1148
Objective Capital Management
Ohio
$1.88M +$54.6K +851 +3%
NCG
1149
Newport Capital Group
New Jersey
$1.87M -$45.2K -704 -2%
CAMG
1150
CWA Asset Management Group
Florida
$1.87M +$664K +10,351 +53%

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.