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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
AFG
1226
Atomi Financial Group
New York
$1.51M +$403K +6,276 +35%
FGA
1227
Fortis Group Advisors
New Jersey
$1.51M +$994K +15,502 +177%
CL
1228
CLG LLC
California
$1.5M +$1.55M +24,127 New
CFS
1229
Coordinated Financial Services
Colorado
$1.5M +$1.55M +24,090 New
PCM
1230
Presidio Capital Management
California
$1.5M +$406K +6,326 +36%
CWS
1231
Confluence Wealth Services
Pennsylvania
$1.5M -$34.3K -535 -2%
OWA
1232
Octavia Wealth Advisors
Ohio
$1.5M -$962 -15 -0.1%
CAM
1233
Costello Asset Management
Pennsylvania
$1.5M +$1.51M +23,611 +5,888%
CPP
1234
Capasso Planning Partners
South Carolina
$1.49M -$1.09M -17,035 -42%
GI
1235
GS Investments
Minnesota
$1.49M -$48.1K -750 -3%
PA
1236
PSI Advisors
Florida
$1.48M -$186K -2,899 -11%
DACG
1237
Donor Advised Charitable Giving
California
$1.48M +$367K +5,718 +32%
TPWA
1238
Twin Peaks Wealth Advisors
California
$1.48M +$125K +1,946 +9%
FHC
1239
First Heartland Consultants
Missouri
$1.48M +$265K +4,132 +21%
ZF
1240
Zhang Financial
Michigan
$1.48M +$88.4K +1,379 +6%
VA
1241
Vident Advisory
Georgia
$1.48M +$1.52M +23,695 New
AWA
1242
ARQ Wealth Advisors
Arizona
$1.48M -$40.1K -625 -3%
CCA
1243
Clearwater Capital Advisors
Illinois
$1.47M +$104K +1,624 +7%
TNBTD
1244
Trustmark National Bank Trust Department
Mississippi
$1.47M +$70.5K +1,099 +5%
LSAG
1245
Lake Street Advisors Group
New Hampshire
$1.47M -$188K -2,926 -11%
IPWA
1246
International Private Wealth Advisors
California
$1.46M +$883K +13,762 +141%
TCOT
1247
Trust Company of Toledo
Ohio
$1.46M -$4.81K -75 -0.3%
MWS
1248
MFA Wealth Services
California
$1.46M +$1.5M +23,459 New
NSAM
1249
North Star Asset Management
Wisconsin
$1.46M +$86.6K +1,350 +6%
EGWAG
1250
Elwood & Goetz Wealth Advisory Group
Georgia
$1.46M

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.