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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
PTB
1351
Pioneer Trust Bank
Oregon
$1.17M
GAM
1352
Gemmer Asset Management
California
$1.16M +$121K +1,879 +11%
HA
1353
Huntleigh Advisors
Missouri
$1.16M +$1.19M +18,620 New
BFA
1354
Buttonwood Financial Advisors
Maryland
$1.16M -$60.9K -949 -5%
GWM
1355
Greenwich Wealth Management
Connecticut
$1.15M +$97.5K +1,520 +9%
CCG
1356
Cypress Capital Group
Florida
$1.15M -$219K -3,417 -16%
TF
1357
Tudor Financial
Ohio
$1.15M +$39.1K +610 +3%
PCM
1358
Pointe Capital Management
Michigan
$1.15M +$93.6K +1,459 +9%
OLVIG
1359
Oliver Lagore Vanvalin Investment Group
Michigan
$1.14M +$283K +4,419 +32%
WCWM
1360
Wooster Corthell Wealth Management
Connecticut
$1.14M -$111K -1,725 -9%
PIMG
1361
Patriot Investment Management Group
Tennessee
$1.14M +$4.75K +74 +0.4%
JWWM
1362
Johnson & White Wealth Management
Pennsylvania
$1.13M +$1.17M +18,251 New
AT
1363
Arlington Trust
Alabama
$1.13M
GL
1364
Gerber LLC
Ohio
$1.13M -$12.8K -200 -1%
BW
1365
Basepoint Wealth
Iowa
$1.12M +$2.56K +40 +0.2%
A
1366
Argentarii
Ohio
$1.12M +$1.15M +17,973 New
CFO
1367
Collective Family Office
Pennsylvania
$1.12M
Fisher Asset Management
1368
Fisher Asset Management
Washington
$1.12M +$288K +4,492 +33%
SAI
1369
Savvy Advisors Inc
New York
$1.12M +$143K +2,229 +14%
WPW
1370
Watershed Private Wealth
Illinois
$1.11M -$215K -3,352 -16%
MA
1371
MBA Advisors
Pennsylvania
$1.11M -$10.5K -164 -0.9%
WH
1372
Willner & Heller
California
$1.1M +$7.95K +124 +0.7%
TFGT
1373
TS Financial Group (TSFG)
Illinois
$1.1M +$449 +7 +0%
NFC
1374
Northeast Financial Consultants
Connecticut
$1.1M -$7.83K -122 -0.7%
SFGP
1375
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.1M +$1.13M +17,618 New

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.