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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
PFM
151
Phillips Financial Management
Indiana
$52M -$13.1M -204,050 -20%
WPA
152
West Paces Advisors
Georgia
$51.8M +$409K +6,383 +0.8%
Manulife (Manufacturers Life Insurance)
153
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.6M +$1.13M +17,559 +2%
BWP
154
BlueStem Wealth Partners
Minnesota
$51.3M +$52.8M +823,773 New
CFG
155
CKW Financial Group
Hawaii
$50.8M +$85.4K +1,332 +0.2%
CA
156
Crewe Advisors
Utah
$50.7M +$3.79M +59,121 +8%
PI
157
PineBridge Investments
New York
$49M +$2.51M +39,099 +5%
CWM
158
Congress Wealth Management
Massachusetts
$48.9M +$401K +6,255 +0.8%
MIA
159
MainStreet Investment Advisors
Illinois
$48.8M -$1.43M -22,250 -3%
HSBC Holdings
160
HSBC Holdings
United Kingdom
$48.4M -$1.96M -30,487 -4%
JFA
161
JNBA Financial Advisors
Minnesota
$48.1M +$1.03M +16,099 +2%
QCG
162
Quadrant Capital Group
Ohio
$47.9M +$2.5M +38,951 +5%
WA
163
Waverly Advisors
Alabama
$47.9M +$6.12M +95,433 +14%
HFS
164
HBC Financial Services
Washington
$47.6M -$417K -6,508 -0.8%
MW
165
Marcum Wealth
Ohio
$47.4M +$45.8M +714,246 +1,544%
AWM
166
Axxcess Wealth Management
California
$47.1M +$1.43M +22,282 +3%
MW
167
MBL Wealth
North Carolina
$47.1M +$908K +14,155 +2%
FBFS
168
First Business Financial Services
Wisconsin
$47M +$326K +5,077 +0.7%
GBT
169
Grove Bank & Trust
Florida
$47M +$6.2M +96,644 +15%
T
170
TrueFG
Texas
$46.8M +$447K +6,974 +0.9%
BOS
171
Bank of Stockton
California
$46.8M +$377K +5,876 +0.8%
AT
172
American Trust
Kentucky
$46.6M -$16.7M -259,846 -26%
MFG
173
Magnus Financial Group
New York
$46.4M +$1.23M +19,217 +3%
AAS
174
Ameritas Advisory Services
Nebraska
$45.8M +$6.95M +108,372 +17%
RFA
175
RTD Financial Advisors
Pennsylvania
$45.6M +$15.2M +237,375 +48%

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.