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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$66.2M +$15.7M +244,397 +30%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$65.8M +$3.02M +47,112 +5%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$65M
IWC
129
Integrated Wealth Concepts
Massachusetts
$64.9M +$479K +7,472 +0.7%
AllianceBernstein
130
AllianceBernstein
Tennessee
$64.5M +$4.46M +69,469 +7%
CCFCSB
131
Cape Cod Five Cents Savings Bank
Massachusetts
$64.4M
CAL
132
Capital Analysts LLC
Pennsylvania
$62.9M +$15.5K +241 +0%
DWM
133
Destination Wealth Management
California
$62M -$767K -11,952 -1%
FHA
134
First Horizon Advisors
Tennessee
$61.8M +$625K +9,740 +1%
WTC
135
WhitTier Trust Company
Nevada
$61.7M +$706K +11,011 +1%
AWA
136
Alaska Wealth Advisors
Alaska
$60.1M +$3.73M +58,185 +6%
CA
137
Clearstead Advisors
Ohio
$60M +$326K +5,089 +0.5%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$59.6M +$4.66M +72,659 +8%
HI
139
Horizon Investments
North Carolina
$59.5M +$51.5M +802,206 +528%
BSB
140
Bangor Savings Bank
Maine
$59.4M +$763K +11,889 +1%
MA
141
MCF Advisors
Kentucky
$58.9M -$5.36M -83,558 -8%
VA
142
Valmark Advisers
Ohio
$58.2M -$964K -15,038 -2%
PRA
143
Pine Ridge Advisers
New York
$55.2M +$685K +10,685 +1%
FTWA
144
Fifth Third Wealth Advisors
Ohio
$55.1M +$5.6M +87,382 +11%
Mercer Global Advisors
145
Mercer Global Advisors
Colorado
$55M -$100M -1,559,585 -64%
CPIG
146
Chicago Partners Investment Group
Illinois
$54.9M -$3.23M -50,408 -5%
MWM
147
Modera Wealth Management
New Jersey
$54.8M +$3.13M +48,834 +6%
RIS
148
Retirement Income Solutions
Michigan
$54.5M +$12M +187,417 +27%
AF
149
Arrow Financial
New York
$54M -$1.21M -18,894 -2%
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$53.2M -$4.3M -66,988 -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.