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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
1576
Armis Advisers
Georgia
$740K +$762K +11,880 New
HWA
1577
Hilltop Wealth Advisors
North Carolina
$739K -$39.4K -614 -5%
SNB
1578
Security National Bank
Nebraska
$738K +$176K +2,750 +30%
NB
1579
Nicolet Bankshares
Wisconsin
$737K
KWS
1580
Keystone Wealth Services
California
$736K +$70.1K +1,093 +10%
CPA
1581
Cardiff Park Advisors
California
$736K +$1.35K +21 +0.2%
FWP
1582
Falcon Wealth Planning
California
$735K +$280K +4,366 +59%
IPW
1583
Intergy Private Wealth
Colorado
$732K +$64 +1 +0%
EB
1584
Emprise Bank
Kansas
$731K +$93.4K +1,456 +14%
GM
1585
GeoWealth Management
Illinois
$730K +$748K +11,662 +20,107%
SHA
1586
Seneca House Advisors
Virginia
$730K +$6.99K +109 +0.9%
PWA
1587
Primoris Wealth Advisors
Florida
$728K -$321 -5 -0%
RWM
1588
Ritholtz Wealth Management
New York
$727K -$44.6K -696 -6%
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
$727K +$705 +11 +0.1%
NA
1590
Navellier & Associates
Nevada
$726K -$284K -4,425 -28%
MEAC
1591
M.E. Allison & Co
Texas
$725K +$746K +11,635 New
CWM
1592
Centricity Wealth Management
Ohio
$725K +$746K +11,632 New
MCM
1593
McRae Capital Management
New Jersey
$725K +$4.04K +63 +0.5%
BIP
1594
Blueprint Investment Partners
North Carolina
$724K +$25.9K +404 +4%
PL
1595
Plancorp LLC
Missouri
$724K -$19K -296 -2%
TWM
1596
Trueblood Wealth Management
Ohio
$723K +$296K +4,622 +66%
BDWCC
1597
B&D White Capital Company
Texas
$722K +$743K +11,580 New
FNBSF
1598
First National Bank Sioux Falls
South Dakota
$721K -$385 -6 -0.1%
OPWM
1599
Oakwell Private Wealth Management
Texas
$720K
BFS
1600
BridgePort Financial Solutions
Iowa
$718K +$752K +11,730 New

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.