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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
PB
1826
Prime Buchholz
New Hampshire
$467K +$480K +7,488 New
NCM
1827
Northwest Capital Management
Oregon
$464K
GSAM
1828
Grant Street Asset Management
Pennsylvania
$463K +$2.44K +38 +0.5%
AW
1829
Avion Wealth
Texas
$463K
LSA
1830
Lion Street Advisors
Texas
$462K +$32.5K +506 +7%
VAF
1831
Values Added Financial
District of Columbia
$461K
HWM
1832
Hohimer Wealth Management
Washington
$458K +$125K +1,945 +36%
LOPW
1833
Live Oak Private Wealth
North Carolina
$458K -$5.13K -80 -1%
PWP
1834
Perfromance Wealth Partners
Illinois
$457K
PWS
1835
Peterson Wealth Services
Utah
$456K -$2.37K -37 -0.5%
NAS
1836
Nicolet Advisory Services
Wisconsin
$455K +$1.86K +29 +0.4%
WAM
1837
WNY Asset Management
New York
$455K -$78.2K -1,220 -14%
PP
1838
Patten & Patten
Tennessee
$454K -$10.9K -170 -2%
CFGW
1839
Chancellor Financial Group WB
Pennsylvania
$452K +$466K +7,261 New
MIAS
1840
Mason Investment Advisory Services
Virginia
$452K +$1.67K +26 +0.4%
BWL
1841
Bogart Wealth LLC
Virginia
$452K -$22.4K -350 -5%
BWMG
1842
Barnes Wealth Management Group
California
$450K +$463K +7,220 New
DP
1843
DDD Partners
Washington
$449K +$4.3K +67 +0.9%
CA
1844
CapWealth Advisors
Tennessee
$449K
LA
1845
Latitude Advisors
Florida
$449K -$153K -2,393 -25%
MSWM
1846
Mowery & Schoenfeld Wealth Management
Illinois
$449K +$462K +7,200 New
SWM
1847
Scissortail Wealth Management
Oklahoma
$446K +$459K +7,160 +143,200%
MAC
1848
Mason & Associates (California)
California
$446K +$11.2K +175 +3%
MPCL
1849
My Personal CFO LLC
Washington
$445K
HT
1850
Heritage Trust
Oklahoma
$444K +$457K +7,124 New

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.