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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
VWM
1326
Venturi Wealth Management
Texas
$1.21M +$329K +5,130 +36%
EIA
1327
Edgemoor Investment Advisors
Maryland
$1.21M
NCM
1328
NCM Capital Management
New Jersey
$1.21M +$732K +11,411 +144%
BFWM
1329
Bright Futures Wealth Management
New York
$1.2M +$58.6K +913 +5%
AWP
1330
Axis Wealth Partners
Rhode Island
$1.2M +$1.24M +19,315 New
PGAM
1331
Princeton Global Asset Management
New Jersey
$1.2M +$218K +3,395 +21%
CP
1332
Clarendon Private
Massachusetts
$1.2M +$1.23M +19,185 New
FFA
1333
Fortune Financial Advisors
Kansas
$1.19M +$321 +5 +0%
PA
1334
Procyon Advisors
Connecticut
$1.19M +$636K +9,923 +108%
ST
1335
Spinnaker Trust
Maine
$1.19M -$63.6K -991 -5%
KCM
1336
Kathmere Capital Management
Pennsylvania
$1.19M +$1.23M +19,116 New
CIS
1337
Continental Investors Services
Washington
$1.19M -$61.8K -964 -5%
TSS
1338
Two Sigma Securities
New York
$1.19M -$5.2M -81,045 -81%
AG
1339
Ascent Group
Virginia
$1.19M -$359K -5,597 -23%
HAM
1340
Harmony Asset Management
Arizona
$1.19M +$795K +12,400 +187%
RRA
1341
Round Rock Advisors
Connecticut
$1.18M -$52K -810 -4%
NBWM
1342
North Berkeley Wealth Management
California
$1.18M +$1.21M +18,935 New
WA
1343
WBH Advisory
Maryland
$1.18M -$18.6K -290 -2%
WMA
1344
William Mack & Associates
Michigan
$1.17M +$1.21M +18,839 New
MSFS
1345
Main Street Financial Solutions
Pennsylvania
$1.17M +$407K +6,353 +51%
CNBOF
1346
City National Bank of Florida
Florida
$1.17M +$1.21M +18,829 New
Legal & General Group
1347
Legal & General Group
United Kingdom
$1.17M +$667K +10,400 +124%
MAM
1348
MMA Asset Management
Pennsylvania
$1.17M -$167K -2,605 -12%
BWM
1349
Bernard Wealth Management
Michigan
$1.17M +$1.2M +18,761 New
MJRIC
1350
Mogy Joel R Investment Counsel
California
$1.17M -$22K -343 -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.