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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
SWM
1651
SeaCrest Wealth Management
New York
$663K +$257 +4 +0%
HWA
1652
HHM Wealth Advisors
Tennessee
$662K
ERWM
1653
Elk River Wealth Management
Colorado
$661K -$36.2K -565 -5%
OCG
1654
Opus Capital Group
Ohio
$661K -$6.61K -103 -1%
MIA
1655
MMBG Investment Advisors
Florida
$660K +$679K +10,590 New
EDRH
1656
Edmond de Rothschild Holding
Switzerland
$658K +$19.6K +306 +3%
TWP
1657
Tyche Wealth Partners
Texas
$656K +$13.3K +208 +2%
WJWM
1658
Williams Jones Wealth Management
New York
$656K
FI
1659
Financial Insights
Washington
$653K -$185K -2,880 -22%
PAG
1660
Paladin Advisory Group
Iowa
$653K
MCM
1661
Mitchell Capital Management
Kansas
$646K +$11.7K +182 +2%
HWM
1662
Howard Wealth Management
Connecticut
$646K -$962 -15 -0.1%
First Manhattan
1663
First Manhattan
New York
$645K +$59.5K +927 +10%
BST
1664
Bath Savings Trust
Maine
$644K +$962 +15 +0.1%
JWS
1665
Juncture Wealth Strategies
Arizona
$643K +$51.2K +798 +8%
FPWM
1666
FSB Premier Wealth Management
Iowa
$642K +$61.3K +955 +10%
AMM
1667
American Money Management
California
$641K -$40.1K -625 -6%
IA
1668
Inspire Advisors
Idaho
$641K +$25.8K +403 +4%
TB
1669
Terril Brothers
Missouri
$639K
OAM
1670
Oak Asset Management
California
$639K +$1.6K +25 +0.2%
JHCP
1671
Jackson Hole Capital Partners
Oklahoma
$636K +$577 +9 +0.1%
ITIM
1672
Indiana Trust & Investment Management
Indiana
$634K
RBC
1673
Romano Brothers & Co
Illinois
$632K
VR
1674
Valued Retirements
Texas
$631K +$61.6K +961 +10%
CL
1675
CVFG LLC
Indiana
$631K +$649K +10,124 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.