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iShares Core S&P Mid-Cap ETF
IJH

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: 353 → 390 (+37)

10% more capital invested

Capital invested by funds: $70.5B → $77.3B (+$6.81B)

7% more funds holding

Funds holding: 2,300 → 2,461 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$413M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$271M
4
SV
Starboard Value
New York
+$254M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$242M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$167M
2
IAIM
International Assets Investment Management
Florida
-$109M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$100M
4
UBS Group
UBS Group
Switzerland
-$62.5M
5
Stifel Financial
Stifel Financial
Missouri
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
GJIA
1151
Glass Jacobson Investment Advisors
Maryland
$1.85M -$20.3K -316 -1%
IP
1152
Ignite Planners
California
$1.85M -$50.9K -793 -3%
FB
1153
Finward Bancorp
Indiana
$1.85M +$1.91M +29,725 New
IFO
1154
Independent Family Office
New York
$1.85M +$188K +2,925 +11%
FNC
1155
First National Corp
Massachusetts
$1.84M +$123K +1,917 +7%
IP
1156
Investment Partners
Ohio
$1.84M -$120K -1,874 -6%
TIAAOA
1157
Teachers Insurance & Annuity Association of America
New York
$1.84M -$76.5K -1,192 -4%
CCA
1158
Carrera Capital Advisors
Michigan
$1.83M -$368K -5,743 -16%
OHWP
1159
Oak Harbor Wealth Partners
North Carolina
$1.83M +$275K +4,283 +17%
TA
1160
TFB Advisors
Kansas
$1.82M +$88.1K +1,374 +5%
FPGK
1161
Financial Partners Group (Kansas)
Kansas
$1.82M +$62.5K +975 +3%
IAIM
1162
International Assets Investment Management
Florida
$1.8M -$109M -1,701,064 -98%
T. Rowe Price Associates
1163
T. Rowe Price Associates
Maryland
$1.8M -$151K -2,355 -8%
BAM
1164
Berkshire Asset Management
Pennsylvania
$1.8M -$19.8K -309 -1%
TFS
1165
Thoroughbred Financial Services
Tennessee
$1.8M +$78.1K +1,218 +4%
LA
1166
Lane & Associates
New Jersey
$1.79M +$162K +2,519 +10%
HCA
1167
Heck Capital Advisors
Wisconsin
$1.78M -$124K -1,932 -6%
AAG
1168
Armstrong Advisory Group
Massachusetts
$1.78M +$3.46K +54 +0.2%
VAS
1169
Vestmark Advisory Solutions
Massachusetts
$1.77M +$45.9K +715 +3%
AWM
1170
Apex Wealth Management
New Hampshire
$1.77M +$1.82M +28,422 New
AFC
1171
AFT Forsyth & Company
Florida
$1.75M -$47.8K -745 -3%
AC
1172
AWM Capital
Arizona
$1.75M -$257 -4 -0%
GWANC
1173
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.74M +$1.18M +18,444 +194%
CC
1174
Cadinha & Co
Hawaii
$1.74M +$2.89K +45 +0.2%
CCM
1175
Condor Capital Management
New Jersey
$1.74M -$90.6K -1,412 -5%
45 46
47
48 49

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.