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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
LA
1701
LM Advisors
California
$589K -$182K -2,845 -23%
LFA
1702
Legacy Financial Advisors
Kentucky
$588K -$177K -2,760 -23%
TF
1703
TME Financial
California
$588K +$605K +9,433 New
NHC
1704
Nicholas Hoffman & Company
Georgia
$582K +$705 +11 +0.1%
MIC
1705
Meridian Investment Counsel
California
$580K
FFA
1706
Founders Financial Alliance
North Carolina
$579K +$9.69K +151 +2%
SSA
1707
Sierra Summit Advisors
Nevada
$577K +$20.1K +313 +3%
PWA
1708
Peterson Wealth Advisors
Utah
$577K -$22.8K -355 -4%
LG
1709
LAM Group
Oregon
$576K
BTI
1710
Blue Trust Inc
Georgia
$575K +$40.5K +631 +7%
CHAM
1711
Clear Harbor Asset Management
Connecticut
$574K +$22K +343 +4%
FNB
1712
Farmers National Bank
Kentucky
$574K +$590K +9,204 New
1WA
1713
180 Wealth Advisors
Washington
$573K +$68K +1,061 +13%
RPCA
1714
Running Point Capital Advisors
California
$572K
PWP
1715
Prasad Wealth Partners
Ohio
$572K +$588K +9,173 New
GF
1716
Goodman Financial
Texas
$571K
SCP
1717
Stevens Capital Partners
Nebraska
$570K +$72.2K +1,125 +14%
CNTOF
1718
Canandaigua National Trust of Florida
New York
$570K
SP
1719
Stonebrook Private
Michigan
$569K -$47.1K -735 -7%
PIP
1720
Peachtree Investment Partners
Florida
$567K -$15.1K -236 -3%
OA
1721
Operose Advisors
Wisconsin
$567K +$1.09K +17 +0.2%
AFC
1722
Adaptive Financial Consulting
Ohio
$566K +$1.35K +21 +0.2%
KJHP
1723
K.J. Harrison & Partners
Ontario, Canada
$566K +$584K +9,100 New
PAMG
1724
Patton Albertson Miller Group
Tennessee
$565K
RA
1725
Rise Advisors
New York
$564K -$56.6K -882 -9%

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.