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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
CKAIS
1376
Christensen King & Associates Investment Services
Washington
$1.1M +$57.1K +890 +5%
OPA
1377
Old Port Advisors
Maine
$1.09M +$1.35K +21 +0.1%
VFG
1378
Victory Financial Group
Texas
$1.09M +$1.12M +17,532 New
CCM
1379
Colorado Capital Management
Colorado
$1.09M -$230K -3,581 -17%
MCWA
1380
Meadow Creek Wealth Advisors
Georgia
$1.09M +$8.79K +137 +0.8%
SWM
1381
Stockman Wealth Management
Montana
$1.08M +$83.5K +1,302 +8%
CWG
1382
Cornerstone Wealth Group
North Carolina
$1.08M +$108K +1,689 +11%
TCM
1383
Tufton Capital Management
Maryland
$1.08M +$13.1K +204 +1%
JFG
1384
JMG Financial Group
Illinois
$1.08M +$188K +2,926 +20%
GGI
1385
Godsey & Gibb Inc
Virginia
$1.07M +$33K +515 +3%
DIA
1386
Davidson Investment Advisors
Montana
$1.07M +$1.1M +17,155 New
EFG
1387
Ethos Financial Group
Pennsylvania
$1.07M +$469K +7,315 +74%
LCM
1388
LVM Capital Management
Michigan
$1.06M -$28K -437 -3%
OCM
1389
One Capital Management
California
$1.06M -$27.1K -422 -2%
TWP
1390
Tempus Wealth Planning
California
$1.05M +$441K +6,877 +68%
SXL
1391
Summit X LLC
Missouri
$1.05M +$37.5K +584 +4%
PI
1392
PFG Investments
New York
$1.05M +$61.8K +963 +6%
AP
1393
Appleton Partners
Massachusetts
$1.05M -$8.98K -140 -0.8%
XT
1394
XTX Topco
Cayman Islands
$1.05M +$1.08M +16,816 New
IWP
1395
Invenio Wealth Partners
Florida
$1.05M -$12.8K -200 -1%
HNW
1396
High Note Wealth
Minnesota
$1.05M
SFO
1397
Stenger Family Office
Illinois
$1.05M +$1.08M +16,779 New
AFO
1398
Allie Family Office
Florida
$1.04M
WTA
1399
Washington Trust Advisors
Massachusetts
$1.04M +$10.4K +162 +1%
TA
1400
TFG Advisers
Michigan
$1.04M -$7.18K -112 -0.7%

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.