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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
PCA
1251
Pallas Capital Advisors
Massachusetts
$1.46M -$1.86K -29 -0.1%
MWA
1252
Motive Wealth Advisors
Michigan
$1.46M -$5.52K -86 -0.4%
ALA
1253
Atlas Legacy Advisors
California
$1.45M +$1.49M +23,208 New
SI
1254
Saxon Interests
Texas
$1.44M -$413K -6,438 -22%
PVI
1255
Pine Valley Investments
New Jersey
$1.43M +$1.73K +27 +0.1%
RMP
1256
Richards, Merrill & Peterson
Washington
$1.43M +$1.47M +22,886 New
UBV
1257
United Bank (Virginia)
Virginia
$1.42M -$107K -1,672 -7%
CA
1258
Clune & Associates
Illinois
$1.42M +$1.46M +22,767 New
IAS
1259
IMA Advisory Services
Colorado
$1.41M +$941K +14,671 +183%
MIM
1260
Marco Investment Management
Georgia
$1.41M -$277K -4,325 -16%
BF
1261
Blankinship & Foster
California
$1.41M -$29.5K -460 -2%
BWA
1262
Beam Wealth Advisors
Louisiana
$1.41M -$46.1K -719 -3%
CCP
1263
Cushing Capital Partners
Wisconsin
$1.41M +$1.45M +22,562 New
CWM
1264
Calamos Wealth Management
Illinois
$1.4M +$3.53K +55 +0.2%
OPAM
1265
Ocean Park Asset Management
California
$1.4M +$800K +12,470 +125%
TFA
1266
Tranquilli Financial Advisor
New Jersey
$1.4M +$1.17M +18,318 +442%
WA
1267
Wealthstream Advisors
New York
$1.4M
SPC
1268
Spirepoint Private Client
Florida
$1.39M +$103K +1,607 +8%
PFG
1269
Pinnacle Financial Group
Illinois
$1.39M +$1.09K +17 +0.1%
GF
1270
GGM Financials
Ohio
$1.39M +$37.1K +578 +3%
KFGK
1271
Keystone Financial Group (Kentucky)
Kentucky
$1.39M +$24.8K +386 +2%
OC
1272
Oarsman Capital
Wisconsin
$1.39M -$104K -1,625 -7%
MAM
1273
MWA Asset Management
Massachusetts
$1.38M +$36.3K +566 +3%
DIA
1274
Dana Investment Advisors
Wisconsin
$1.37M +$2.31K +36 +0.2%
CFA
1275
CWS Financial Advisors
Michigan
$1.37M +$4.04K +63 +0.3%

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.