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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
NWM
1626
Napa Wealth Management
California
$692K +$713K +11,110 New
KFSN
1627
Keystone Financial Services (Nebraska)
Nebraska
$692K +$712K +11,100 New
DI
1628
DAGCO Inc
Ohio
$689K +$231K +3,595 +48%
IIC
1629
Ironwood Investment Counsel
Arizona
$688K -$34.3K -535 -5%
MSA
1630
Marathon Strategic Advisors
Pennsylvania
$686K -$9.3K -145 -1%
JWCA
1631
J.W. Coons Advisors
Ohio
$686K -$31K -483 -4%
CCA
1632
Clarity Capital Advisors
Florida
$684K
TVAMP
1633
Tennessee Valley Asset Management Partners
Tennessee
$681K +$26.6K +414 +4%
PS
1634
Planned Solutions
California
$681K +$2.12K +33 +0.3%
BFA
1635
Bragg Financial Advisors
North Carolina
$680K -$141K -2,201 -17%
CWM
1636
Crowley Wealth Management
Delaware
$678K +$698K +10,887 New
CCMG
1637
Clark Capital Management Group
Pennsylvania
$676K +$101K +1,580 +17%
WAG
1638
Windsor Advisory Group
Ohio
$675K -$67.3K -1,050 -9%
MCCA
1639
Mill Creek Capital Advisors
Pennsylvania
$673K +$56.5K +881 +9%
APW
1640
Austin Private Wealth
Texas
$673K
GKWIM
1641
Gerber Kawasaki Wealth & Investment Management
California
$671K +$14.2K +221 +2%
FNWM
1642
Financial Network Wealth Management
Utah
$671K
PWP
1643
Private Wealth Partners
California
$671K +$90.6K +1,412 +15%
HP
1644
Holistic Planning
Texas
$670K -$43.3K -675 -6%
SWP
1645
SIMA Wealth Partners
Virginia
$669K -$17.5K -273 -2%
NLWP
1646
Next Level Wealth Planning
Idaho
$669K +$689K +10,737 New
CPSC
1647
Carl P. Sherr & Co
Massachusetts
$667K -$7.31K -114 -1%
WAM
1648
Weatherly Asset Management
California
$665K
FFP
1649
FourThought Financial Partners
Florida
$663K -$16.5K -258 -2%
CCA
1650
Checchi Capital Advisers
California
$663K

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.