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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
RFS
1726
Richardson Financial Services
Massachusetts
$563K -$63K -982 -10%
LFG
1727
Lazard Frères Gestion
France
$563K
WHCFA
1728
William Howard & Co Financial Advisors
Tennessee
$563K +$1.15K +18 +0.2%
FH
1729
FWG Holdings
Florida
$560K
HWM
1730
Hemington Wealth Management
Virginia
$560K +$20.6K +321 +4%
WP
1731
WMS Partners
Maryland
$560K +$42.3K +659 +8%
WC
1732
Wynn Capital
Georgia
$560K
BWP
1733
Balboa Wealth Partners
Arizona
$559K +$347K +5,411 +152%
CCA
1734
Cypress Capital Advisors
Tennessee
$559K +$575K +8,966 New
SPWG
1735
Syntegra Private Wealth Group
Missouri
$558K +$46.9K +731 +9%
SIAP
1736
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$558K
FI
1737
FWG Investments
Kentucky
$557K -$8.85K -138 -2%
FCA
1738
Fortis Capital Advisors
Kansas
$555K -$1.55M -24,216 -73%
PP
1739
Prosperity Planning
Missouri
$555K -$8.59K -134 -1%
SF
1740
Safeguard Financial
Wisconsin
$555K -$11.9K -186 -2%
RWA
1741
Redhawk Wealth Advisors
Minnesota
$555K -$3.66K -57 -0.6%
VIPI
1742
Vista Investment Partners II
Indiana
$555K +$571K +8,900 New
AIP
1743
ARS Investment Partners
New York
$552K
ISFAN
1744
Investor's Fiduciary Advisor Network
Washington
$549K +$565K +8,812 New
SOAMC
1745
Spirit of America Management Corp
New York
$549K +$38.3K +597 +7%
EHC
1746
Everett Harris & Co
California
$547K
SVWAG
1747
Sound View Wealth Advisors Group
Georgia
$547K
RFA
1748
Rollins Financial Advisors
New York
$547K +$92.7K +1,445 +20%
CWM
1749
Centurion Wealth Management
Virginia
$545K -$17.4K -272 -3%
WCP
1750
Wick Capital Partners
Pennsylvania
$543K +$192 +3 +0%

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.