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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
PWS
1501
Proactive Wealth Strategies
Georgia
$851K -$14.8K -230 -2%
BCM
1502
Becker Capital Management
Oregon
$846K
SC
1503
Sepio Capital
Utah
$843K
CPC
1504
Consolidated Planning Corp
Georgia
$837K -$174K -2,710 -17%
SBIA
1505
Sheaff Brock Investment Advisors
Indiana
$836K +$24.1K +375 +3%
RSS
1506
Rosenblum Silverman Sutton
California
$832K
BIAS
1507
Beacon Investment Advisory Services
New Jersey
$827K
EFP
1508
EnRich Financial Partners
Wisconsin
$823K -$14.6K -227 -2%
CBT
1509
Crews Bank & Trust
Florida
$822K +$846K +13,193 New
WPC
1510
Waters Parkerson & Co
Louisiana
$821K +$42.3K +660 +5%
BWAM
1511
Boyd Watterson Asset Management
Ohio
$821K
WEG
1512
World Equity Group
Illinois
$820K +$326K +5,080 +63%
UFA
1513
Uptown Financial Advisors
Texas
$819K +$843K +13,142 New
DE
1514
Diversified Enterprises
Delaware
$816K -$20.1K -313 -2%
GEA
1515
Glen Eagle Advisors
New Jersey
$816K +$60.2K +938 +8%
MWM
1516
Merriman Wealth Management
Washington
$814K -$4.62K -72 -0.5%
CAG
1517
Csenge Advisory Group
Florida
$814K -$205K -3,192 -20%
YWS
1518
Yarger Wealth Strategies
Ohio
$814K -$5.26K -82 -0.6%
ST
1519
Somerset Trust
Pennsylvania
$813K
WFS
1520
WealthGarden F.S.
California
$808K +$180K +2,810 +28%
PSF
1521
Pacific Sun Financial
California
$808K +$385 +6 +0%
O3W
1522
Omni 360 Wealth
New Jersey
$808K +$8.53K +133 +1%
SI
1523
Severin Investments
Missouri
$806K +$830K +12,940 New
SFP
1524
Shepherd Financial Partners
Massachusetts
$806K
HC
1525
Hamilton Capital
Ohio
$806K -$28.9K -450 -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.