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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
ACM
1851
Ardent Capital Management
Ohio
$444K
RC
1852
Roundview Capital
New Jersey
$443K +$29.7K +463 +7%
AWM
1853
Aries Wealth Management
Maine
$441K
CP
1854
Capital Planning
Washington
$440K -$4.68K -73 -1%
SCA
1855
STALEY CAPITAL ADVISERS
Pennsylvania
$440K -$12.8K -200 -3%
MCM
1856
Mainstream Capital Management
California
$439K
TWM
1857
Tradition Wealth Management
Minnesota
$438K -$3.59K -56 -0.8%
WF
1858
WoodTrust Financial
Wisconsin
$438K +$19.2K +300 +4%
PFM
1859
Potomac Fund Management
Florida
$437K +$450K +7,010 New
SAM
1860
Selway Asset Management
$436K
GWM
1861
Greenhouse Wealth Management
Connecticut
$436K +$1.8K +28 +0.4%
MSCM
1862
McElhenny Sheffield Capital Management
Texas
$436K -$43.3K -675 -9%
BL
1863
Balentine LLC
Georgia
$435K
TT
1864
TI-Trust
Illinois
$432K
JSL
1865
JT Stratford LLC
Georgia
$431K +$3.72K +58 +0.8%
OAM
1866
Occidental Asset Management
California
$429K +$321 +5 +0.1%
OBWG
1867
Onyx Bridge Wealth Group
New York
$429K +$19.9K +311 +5%
KA
1868
Kovack Advisors
Florida
$427K +$168K +2,625 +62%
DWM
1869
Defined Wealth Management
Oregon
$427K -$10.3K -161 -2%
CWA
1870
Canvas Wealth Advisors
Kansas
$426K -$4.42K -69 -1%
KWM
1871
Keebeck Wealth Management
Illinois
$425K -$1.8K -28 -0.4%
WPP
1872
Whalerock Point Partners
Rhode Island
$425K
OWMIAS
1873
One Wealth Management Investment & Advisory Services
Florida
$424K -$2.18K -34 -0.5%
WIP
1874
WealthCare Investment Partners
Rhode Island
$423K +$1.86K +29 +0.4%
MPW
1875
MGO Private Wealth
California
$423K -$10.2K -159 -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.