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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
CP
1301
Creekside Partners
California
$1.27M -$17.3K -270 -1%
SC
1302
Sapient Capital
Indiana
$1.27M +$16.8K +262 +1%
TWM
1303
Thrive Wealth Management
Pennsylvania
$1.27M +$36.3K +566 +3%
PFGIA
1304
Patriot Financial Group Insurance Agency
Massachusetts
$1.27M +$224K +3,497 +21%
LA
1305
Legacy Advisors
Pennsylvania
$1.27M
AWM
1306
Ameliora Wealth Management
Switzerland
$1.26M +$1.3M +20,292 New
ESB
1307
Essex Savings Bank
Connecticut
$1.26M +$189K +2,950 +17%
PWM
1308
PBMares Wealth Management
Virginia
$1.26M +$9.56K +149 +0.7%
LSA
1309
Lansing Street Advisors
Pennsylvania
$1.26M +$5.26K +82 +0.4%
CWA
1310
Continuum Wealth Advisors
New York
$1.26M
EWM
1311
Empirical Wealth Management
Washington
$1.25M +$380K +5,930 +42%
PFG
1312
PAX Financial Group
Texas
$1.25M -$11.8K -184 -0.9%
IAS
1313
Insigneo Advisory Services
Florida
$1.24M -$50.2K -782 -4%
CWC
1314
Carolinas Wealth Consulting
North Carolina
$1.24M +$31.9K +497 +3%
PCM
1315
Palisade Capital Management
New Jersey
$1.23M +$326K +5,077 +34%
BLC
1316
Brown, Lisle/Cummings
Rhode Island
$1.23M
LC
1317
Lincoln Capital
Nebraska
$1.23M -$6.09K -95 -0.5%
Russell Investments Group
1318
Russell Investments Group
United Kingdom
$1.23M +$202K +3,142 +19%
RA
1319
Ruggaard & Associates
Ohio
$1.23M +$6.86K +107 +0.5%
SAM
1320
S.A. Mason
Michigan
$1.23M
SAM
1321
Smartleaf Asset Management
Massachusetts
$1.22M +$43.4K +676 +4%
KHC
1322
Koesten Hirschmann & Crabtree
Kansas
$1.22M -$3.21K -50 -0.3%
ACG
1323
Allen Capital Group
Nebraska
$1.21M -$7.38K -115 -0.6%
USCWA
1324
U.S. Capital Wealth Advisors
Texas
$1.21M +$108K +1,678 +9%
PFA
1325
Pinnacle Family Advisors
Missouri
$1.21M -$24.1K -375 -2%

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.