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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
WWM
1451
Wolff Wiese Magana
California
$938K +$113K +1,759 +13%
IA
1452
Integrity Alliance
Iowa
$934K +$962K +14,995 New
SIC
1453
Samalin Investment Counsel
New York
$933K -$7.12K -111 -0.7%
NSIM
1454
North Star Investment Management
Illinois
$931K
LSIA
1455
LaSalle St. Investment Advisors
Illinois
$930K +$473K +7,373 +98%
TFA
1456
Teamwork Financial Advisors
Texas
$926K -$398K -6,213 -29%
PCH
1457
PGIM Custom Harvest
New Jersey
$925K +$2.89K +45 +0.3%
FFN
1458
Focus Financial Network
Minnesota
$921K -$27.3K -426 -3%
LWANC
1459
Laurel Wealth Advisors (North Carolina)
North Carolina
$918K +$1.28K +20 +0.1%
Invesco
1460
Invesco
Georgia
$918K -$5.77K -90 -0.6%
TGAM
1461
TBH Global Asset Management
Tennessee
$918K +$24.7K +385 +3%
COCM
1462
Charter Oak Capital Management
New Hampshire
$913K -$56.1K -875 -6%
AIP
1463
Almanack Investment Partners
Pennsylvania
$912K -$5.45K -85 -0.6%
EWA
1464
ERTS Wealth Advisors
Michigan
$912K -$334K -5,208 -26%
PWMG
1465
Private Wealth Management Group
New Jersey
$912K
GPA
1466
Garrison Point Advisors
California
$910K +$72.2K +1,125 +8%
KSWA
1467
Kathleen S. Wright Associates
Pennsylvania
$909K +$3.01K +47 +0.3%
DSA
1468
Droms Strauss Advisors
Missouri
$906K +$385 +6 +0%
RWS
1469
Retirement Wealth Solutions
Wisconsin
$905K +$938K +14,630 New
FAI
1470
Fiduciary Advisors Inc
Missouri
$905K +$932K +14,525 New
SEEDPG
1471
S.E.E.D. Planning Group
New York
$904K -$962 -15 -0.1%
BCM
1472
Brookmont Capital Management
Texas
$904K -$138K -2,158 -13%
KA
1473
Kooman & Associates
Pennsylvania
$904K -$770 -12 -0.1%
LWM
1474
Lakeridge Wealth Management
Ohio
$902K +$61K +951 +7%
AAMC
1475
Asset Allocation & Management Company
Illinois
$901K

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.