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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
BI
1676
Ballast Inc
Kentucky
$631K -$4.49K -70 -0.7%
TWM
1677
TriaGen Wealth Management
California
$629K +$116K +1,808 +22%
ACP
1678
Aviance Capital Partners
Florida
$628K
WAG
1679
Wallace Advisory Group
California
$619K
EL
1680
EQ LLC
Washington
$618K -$35.1K -548 -5%
UAG
1681
United Advisor Group
Ohio
$617K -$30.4K -474 -5%
HFA
1682
High Falls Advisors
New York
$616K -$30.4K -474 -5%
AWA
1683
Alta Wealth Advisors
Massachusetts
$613K +$100K +1,563 +19%
GWP
1684
Gen-Wealth Partners
Michigan
$613K
GIA
1685
Guyasuta Investment Advisors
Pennsylvania
$612K +$127K +1,985 +25%
HGA
1686
Hobbs Group Advisors
South Carolina
$609K +$705 +11 +0.1%
DFG
1687
Delta Financial Group
New Jersey
$608K +$626K +9,756 New
GWP
1688
Gateway Wealth Partners
Wisconsin
$608K +$50.7K +791 +9%
GA
1689
Geller Advisors
New York
$606K +$51.3K +800 +9%
ZIG
1690
Zullo Investment Group
Pennsylvania
$605K -$11.3K -176 -2%
SLG
1691
Stanley-Laman Group
Pennsylvania
$605K +$20K +312 +3%
IIL
1692
Insight Inv LLC
California
$603K +$621K +9,680 New
MPW
1693
Melone Private Wealth
Michigan
$601K +$770 +12 +0.1%
AIM
1694
Athena Investment Management
California
$601K -$321 -5 -0.1%
JBA
1695
Johnson Bixby & Associates
Washington
$599K -$148K -2,304 -19%
BWM
1696
BCS Wealth Management
Tennessee
$597K +$615K +9,588 New
EARNEST Partners
1697
EARNEST Partners
Georgia
$596K +$613K +9,562 New
FPCP
1698
Fort Point Capital Partners
California
$595K -$11.5K -179 -2%
ACM
1699
Absolute Capital Management
Pennsylvania
$595K +$338K +5,270 +123%
EWS
1700
Eagle Wealth Strategies
New Jersey
$590K +$607K +9,469 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.