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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
SEP
1801
Southland Equity Partners
Missouri
$496K -$6.99K -109 -1%
SFO
1802
Stokes Family Office
Louisiana
$496K -$9.94K -155 -2%
LFG
1803
Larson Financial Group
Missouri
$492K +$225K +3,512 +80%
LAM
1804
Lewis Asset Management
California
$491K -$19.9K -310 -4%
EBA
1805
Eagle Bay Advisors
New York
$490K +$496K +7,735 +5,950%
BW
1806
BIP Wealth
Georgia
$486K +$290K +4,528 +138%
AFG
1807
Albion Financial Group
Utah
$483K -$577 -9 -0.1%
DMC
1808
Drexel Morgan & Co
Pennsylvania
$483K
PAM
1809
Peak Asset Management
Colorado
$483K
AC
1810
Apella Capital
Connecticut
$482K +$79.7K +1,243 +19%
SHIM
1811
Stone House Investment Management
Pennsylvania
$481K -$107K -1,661 -18%
WMA
1812
Wealth Management Associates
New Jersey
$480K -$2.25K -35 -0.5%
SAM
1813
SP Asset Management
California
$480K +$705 +11 +0.1%
CPA
1814
Clear Point Advisors
New York
$478K +$2.44K +38 +0.5%
HBW
1815
Hazlett, Burt & Watson
West Virginia
$477K +$6.29K +98 +1%
FDW
1816
Fourth Dimension Wealth
Ohio
$475K +$489K +7,628 New
ITC
1817
Inspire Trust Company
Nevada
$475K
CWM
1818
Collaborative Wealth Management
Florida
$475K -$60.9K -949 -11%
SSWM
1819
Smith Salley Wealth Management
North Carolina
$475K +$16K +250 +3%
FF
1820
Friedenthal Financial
New Jersey
$474K -$1.35K -21 -0.3%
OFS
1821
OneAscent Financial Services
Alabama
$473K +$486K +7,583 New
C
1822
Certuity
Florida
$473K -$506K -7,885 -51%
WCP
1823
Wealthcare Capital Partners
Pennsylvania
$470K +$484K +7,540 New
PWM
1824
Paulson Wealth Management
Illinois
$469K -$8.66K -135 -2%
NG
1825
Norden Group
Utah
$468K -$11.9K -186 -2%

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.