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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
SWM
1401
SilverOak Wealth Management
Minnesota
$1.04M
HCM
1402
Howland Capital Management
Massachusetts
$1.04M
TSMHT
1403
Thurston Springer Miller Herd & Titak
Indiana
$1.03M +$88K +1,372 +9%
ACP
1404
Aveo Capital Partners
Colorado
$1.03M +$197K +3,074 +23%
MWA
1405
Midland Wealth Advisors
Illinois
$1.03M -$111K -1,728 -9%
S
1406
SignatureFD
Georgia
$1.03M +$7.89K +123 +0.8%
HBWM
1407
Hollow Brook Wealth Management
New York
$1.03M
DWM
1408
Daner Wealth Management
Georgia
$1.02M +$1.01M +15,700 New
ST
1409
Sageworth Trust
Pennsylvania
$1.02M
EAM
1410
Evanson Asset Management
California
$1.02M +$7.31K +114 +0.7%
WCG
1411
Weaver Consulting Group
California
$1.02M +$18.4K +287 +2%
SEIA
1412
Signature Estate & Investment Advisors
California
$1.02M +$8.53K +133 +0.8%
TIA
1413
Traphagen Investment Advisors
New Jersey
$1.01M -$5.07K -79 -0.5%
KCP
1414
Kera Capital Partners
California
$1.01M +$1.04M +16,156 New
GWM
1415
GDS Wealth Management
Texas
$1.01M +$132K +2,059 +15%
CT
1416
Clearstead Trust
Maine
$1M +$71.9K +1,121 +7%
AAP
1417
Arax Advisory Partners
Colorado
$1M +$996K +15,528 +2,818%
MFGM
1418
Marshall Financial Group (Maryland)
Maryland
$997K -$15.5K -242 -1%
MCA
1419
Magnolia Capital Advisors
Mississippi
$996K +$50.7K +791 +5%
FSWA
1420
Financial Synergies Wealth Advisors
Texas
$991K -$95.6K -1,491 -9%
TPW
1421
Talon Private Wealth
Florida
$988K +$21K +327 +2%
PJWM
1422
Philip James Wealth Mangement
Georgia
$986K +$75.7K +1,181 +8%
MCM
1423
MV Capital Management
Maryland
$974K +$61.5K +959 +7%
SWA
1424
Strata Wealth Advisors
Texas
$973K
FCH
1425
Freestone Capital Holdings
Washington
$971K +$33.1K +516 +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.