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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
FSC
101
Full Sail Capital
Oklahoma
$80.7M +$163K +2,538 +0.2%
LF
102
Lee Financial
Texas
$80.1M +$179K +2,787 +0.2%
VC
103
Vicus Capital
Pennsylvania
$80.1M +$556K +8,667 +0.7%
SFG
104
Sage Financial Group
Pennsylvania
$79.7M +$1.42M +22,157 +2%
State Street
105
State Street
Massachusetts
$79.6M -$8.84M -137,885 -10%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$79.3M -$3.05M -47,539 -4%
AIA
107
Ally Invest Advisors
North Carolina
$77.9M +$2.22M +34,611 +3%
CAM
108
Chandler Asset Management
California
$77.8M -$730K -11,380 -0.9%
RWB
109
RMR Wealth Builders
New Jersey
$75.7M +$4.53M +70,632 +6%
LRIA
110
Leonard Rickey Investment Advisors
Washington
$75.7M +$976K +15,219 +1%
TIAA Trust, National Association
111
TIAA Trust, National Association
North Carolina
$74.6M -$948K -14,782 -1%
PA
112
Planning Alternatives
Michigan
$74.2M +$924K +14,414 +1%
EH
113
Equitable Holdings
New York
$73.9M +$3.67M +57,238 +5%
RWM
114
RKL Wealth Management
Pennsylvania
$72.3M +$1.97M +30,756 +3%
BP
115
Ballentine Partners
Massachusetts
$71.3M +$5.07M +79,015 +7%
DIP
116
DT Investment Partners
Pennsylvania
$71.1M -$127K -1,986 -0.2%
GIM
117
Goelzer Investment Management
Indiana
$70.6M -$3.05M -47,619 -4%
TFO
118
Tarbox Family Office
California
$70.3M -$18.4K -287 -0%
SWP
119
Stratos Wealth Partners
Ohio
$69.4M +$630K +9,824 +0.9%
AFG
120
Arkansas Financial Group
Arkansas
$68.6M -$2.66M -41,520 -4%
MGIA
121
Moneta Group Investment Advisors
Missouri
$68.5M +$1.27M +19,850 +2%
AWE
122
Avidian Wealth Enterprises
Texas
$68.5M +$2.98M +46,489 +4%
PAG
123
Private Advisor Group
New Jersey
$68.1M +$4.51M +70,343 +7%
HI
124
Harbour Investments
Wisconsin
$67.9M +$4.23M +66,027 +6%
LI
125
LVZ Inc
Michigan
$66.6M -$2.06M -32,176 -3%

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.