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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
CS
1526
Cannell & Spears
New York
$805K +$829K +12,927 New
PMFA
1527
Plante Moran Financial Advisors
Michigan
$802K -$21.8K -340 -3%
GSEP
1528
Golden State Equity Partners
California
$800K +$356K +5,553 +76%
WWA
1529
Wingate Wealth Advisors
Massachusetts
$799K +$822K +12,818 New
SAM
1530
Sawgrass Asset Management
Florida
$798K -$315K -4,910 -28%
PS
1531
Pinney & Scofield
Massachusetts
$796K +$820K +12,780 New
ZIC
1532
ZWJ Investment Counsel
Georgia
$790K +$6.54K +102 +0.8%
LC
1533
Lavaca Capital
Texas
$787K +$367K +5,723 +83%
SCA
1534
Sage Capital Advisors
South Dakota
$786K +$3.27K +51 +0.4%
HPM
1535
Hoxton Planning & Management
West Virginia
$785K -$3.72K -58 -0.5%
FDCDDQ
1536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$782K -$37.6K -587 -4%
DP
1537
Dearborn Partners
Illinois
$780K +$37.1K +578 +5%
IRAG
1538
Investment Research & Advisory Group
Georgia
$777K +$7.2M +112,285 +906%
SHJ
1539
Sharkey, Howes & Javer
Colorado
$776K +$31.5K +491 +4%
TTWM
1540
TCV Trust & Wealth Management
Virginia
$776K +$24.1K +375 +3%
UB
1541
Umpqua Bank
Oregon
$776K
WLPWM
1542
Walled Lake Planning & Wealth Management
Illinois
$776K -$449 -7 -0.1%
IWB
1543
Innovative Wealth Building
Maryland
$775K +$798K +12,435 New
QWP
1544
Quotient Wealth Partners
Texas
$774K -$37.8K -590 -5%
WP
1545
Westmount Partners
California
$773K +$1.73K +27 +0.2%
EWM
1546
Executive Wealth Management
Michigan
$771K +$10.3K +161 +1%
AF
1547
Alerus Financial
North Dakota
$770K
MWM
1548
Modern Wealth Management
Kansas
$769K +$204K +3,180 +35%
RDWM
1549
Red Door Wealth Management
Tennessee
$769K +$178K +2,780 +29%
SWM
1550
Shelton Wealth Management
Texas
$768K -$7.31K -114 -0.9%

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.