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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
CPBTD
1601
Central Pacific Bank - Trust Division
Hawaii
$718K +$337K +5,258 +84%
WOC
1602
West Oak Capital
California
$717K
ARC
1603
Advisor Resource Council
Texas
$717K +$738K +11,507 New
Legacy Financial Group (Iowa)
1604
Legacy Financial Group (Iowa)
Iowa
$716K -$45.9K -715 -6%
VPIM
1605
Vanguard Personalized Indexing Management
California
$716K -$31.5K -491 -4%
ClearBridge Investments
1606
ClearBridge Investments
New York
$715K
SAM
1607
Summit Asset Management
Tennessee
$713K -$13.9K -217 -2%
FFW
1608
Fusion Family Wealth
New York
$712K +$5.13K +80 +0.7%
ASBI
1609
American State Bank (Iowa)
Iowa
$711K -$192 -3 -0%
SC
1610
Slow Capital
California
$710K
IC
1611
Innealta Capital
Texas
$710K +$298K +4,650 +69%
KWM
1612
KFG Wealth Management
Indiana
$708K -$17.7K -276 -2%
SWA
1613
Strategies Wealth Advisors
Michigan
$708K -$97K -1,512 -12%
TI
1614
Truepoint Inc
Ohio
$706K -$97.8K -1,525 -12%
TFP
1615
Tilia Fiduciary Partners
North Carolina
$706K -$23K -359 -3%
KL
1616
KWMG LLC
Kansas
$705K -$321 -5 -0%
SRC
1617
Shufro Rose & Co
New York
$704K +$189K +2,951 +35%
PG
1618
Prostatis Group
Maryland
$703K -$3.01K -47 -0.4%
DTC
1619
Davidson Trust Company
Washington
$702K -$7.63K -119 -1%
WC
1620
Waterloo Capital
Texas
$701K -$543K -8,473 -43%
TI
1621
Trexquant Investment
Connecticut
$701K -$166K -2,594 -19%
KFI
1622
Key Financial Inc
Pennsylvania
$698K +$10.3K +160 +1%
ATC
1623
Adirondack Trust Company
New York
$698K +$19.6K +306 +3%
MWM
1624
Maltin Wealth Management
New Jersey
$694K +$13.8K +215 +2%
CCP
1625
Clarkston Capital Partners
Michigan
$693K

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.