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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
IDA
1776
Intelligence Driven Advisers
California
$513K -$221K -3,450 -30%
FLP
1777
Financial Life Planners
Arizona
$513K +$528K +8,236 New
KFA
1778
Kelleher Financial Advisors
New York
$513K
SCTC
1779
Sanibel Captiva Trust Company
Florida
$512K +$64.8K +1,010 +14%
HFAS
1780
Hummer Financial Advisory Services
Illinois
$512K
CWA
1781
Consilium Wealth Advisory
Texas
$508K +$290K +4,525 +124%
FSA
1782
Fort Sheridan Advisors
Illinois
$508K
APW
1783
Aurora Private Wealth
New Jersey
$508K -$12.8K -199 -2%
MWM
1784
Melfa Wealth Management
Massachusetts
$508K +$8.08K +126 +2%
CPA
1785
Cathy Pareto & Associates
Florida
$507K +$522K +8,144 New
CCM
1786
Collar Capital Management
Wisconsin
$506K +$521K +8,125 New
SFP
1787
Strategic Financial Partners
Oregon
$506K
EF
1788
Envision Financial
Wisconsin
$504K +$519K +8,086 New
CWP
1789
CFM Wealth Partners
Texas
$503K -$119K -1,858 -19%
EFN
1790
Equita Financial Network
Pennsylvania
$501K +$151K +2,355 +41%
GSIS
1791
Global Strategic Investment Solutions
Arizona
$500K +$1.99K +31 +0.4%
IWA
1792
Icon Wealth Advisors
Texas
$500K +$139K +2,166 +37%
PIA
1793
Powell Investment Advisors
Florida
$500K +$1.86K +29 +0.4%
LA
1794
LVW Advisors
New York
$499K +$156K +2,437 +44%
AAM
1795
Augustine Asset Management
Florida
$499K
HFS
1796
Haverford Financial Services
Pennsylvania
$498K
IWP
1797
IAG Wealth Partners
Wisconsin
$498K -$3.08K -48 -0.6%
MCA
1798
Martin Capital Advisors
Texas
$497K
SIA
1799
SGL Investment Advisors
Montana
$497K -$1.54K -24 -0.3%
WCM
1800
Wealthcare Capital Management
Virginia
$497K -$200K -3,123 -28%

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.