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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
AA
1551
Apriem Advisors
California
$768K +$790K +12,320 New
CMP
1552
Courage Miller Partners
Virginia
$766K +$1.86K +29 +0.2%
RWM
1553
Riverchase Wealth Management
Texas
$765K +$788K +12,280 New
ERIM
1554
Eagle Ridge Investment Management
Connecticut
$764K -$7.44K -116 -0.9%
AFG
1555
ABLE Financial Group
Arizona
$764K -$5.64K -88 -0.7%
SC
1556
Stephens Consulting
Michigan
$764K -$12.6K -197 -2%
CCM
1557
Cambridge Capital Management
Illinois
$760K +$834 +13 +0.1%
PCG
1558
Prosperity Consulting Group
Maryland
$758K -$9.94K -155 -1%
TNB
1559
Thomasville National Bank
Georgia
$757K -$1.6K -25 -0.2%
FMI
1560
F/M Investments
District of Columbia
$757K +$371K +5,777 +91%
RZH
1561
Relyea Zuckerberg Hanson
Connecticut
$756K +$3.27K +51 +0.4%
PIA
1562
Panoramic Investment Advisors
Colorado
$754K -$37.3K -581 -5%
GWSA
1563
Global Wealth Strategies & Associates
Colorado
$752K +$128 +2 +0%
HWM
1564
Horizons Wealth Management
North Carolina
$752K
AWA
1565
Archvest Wealth Advisors
California
$748K -$121K -1,890 -14%
SBLIC
1566
Security Benefit Life Insurance Company
Kansas
$748K +$148K +2,300 +24%
FFG
1567
Fortress Financial Group
Minnesota
$748K +$769K +11,997 New
ECM
1568
EagleClaw Capital Management
Massachusetts
$747K
NIWA
1569
New Insight Wealth Advisors
California
$746K +$3.46K +54 +0.5%
BWM
1570
BKM Wealth Management
Wisconsin
$745K +$641 +10 +0.1%
WF
1571
Warner Financial
Maryland
$743K +$98.6K +1,538 +15%
SWM
1572
SFG Wealth Management
Maryland
$743K +$15.6K +243 +2%
LWM
1573
Luminvest Wealth Management
Arizona
$742K
MFC
1574
Morris Financial Concepts
South Carolina
$741K -$13K -203 -2%
NG
1575
NWK Group
California
$741K +$14.9K +233 +2%

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.