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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
WFA
1476
Wells Financial Advisors
Massachusetts
$900K -$12.2K -190 -1%
ICP
1477
Interchange Capital Partners
Pennsylvania
$900K -$44.8K -698 -5%
RFP
1478
Root Financial Partners
California
$897K +$296K +4,611 +47%
WDG
1479
Wealth Dimensions Group
Ohio
$897K +$123K +1,913 +15%
CCA
1480
Conservest Capital Advisors
Pennsylvania
$895K +$7.05K +110 +0.8%
TPW
1481
TL Private Wealth
Texas
$895K +$8.47K +132 +1%
MLL
1482
Moody Lynn & Lieberson
Massachusetts
$894K +$6.99K +109 +0.8%
WMWM
1483
Whitaker-Myers Wealth Managers
Ohio
$891K +$67K +1,044 +8%
TIM
1484
Thompson Investment Management
Wisconsin
$889K +$28.9K +450 +3%
CWM
1485
CCG Wealth Management
California
$880K -$18.5K -288 -2%
BCA
1486
Bay Colony Advisors
Massachusetts
$879K -$7.76K -121 -0.9%
CAM
1487
Carret Asset Management
New York
$878K -$2.89K -45 -0.3%
GKIM
1488
GW&K Investment Management
Massachusetts
$877K +$221K +3,447 +32%
MFT
1489
Moisand Fitzgerald Tamayo
Florida
$872K -$6.41K -100 -0.7%
SAM
1490
Seelaus Asset Management
New Jersey
$871K -$33.4K -521 -4%
HCMT
1491
Highland Capital Management (Tennessee)
Tennessee
$871K -$15.4K -240 -2%
CAWM
1492
Capital Advisors Wealth Management
Washington
$871K -$62.7K -977 -7%
SL
1493
SWMG LLC
Texas
$869K +$183K +2,849 +27%
SFG
1494
Sovereign Financial Group
Connecticut
$868K -$20.2K -315 -2%
WP
1495
WealthShield Partners
North Carolina
$865K -$405K -6,314 -31%
TYCC
1496
Texas Yale Capital Corp
Florida
$865K +$25.3K +394 +3%
NCM
1497
Narwhal Capital Management
Georgia
$859K
SHFA
1498
SC&H Financial Advisors
Maryland
$858K +$123K +1,919 +16%
CCG
1499
Chatham Capital Group
Georgia
$856K
NLP
1500
Next Level Private
New York
$854K +$3.33K +52 +0.4%

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.