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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
GS
1876
GWN Securities
Florida
$422K +$431K +6,715 New
First Trust Advisors
1877
First Trust Advisors
Illinois
$421K +$433K +6,757 New
OIS
1878
Okabena Investment Services
Minnesota
$421K
CFAM
1879
Center For Asset Management
Florida
$420K
RCP
1880
Rothschild Capital Partners
New York
$419K +$6.03K +94 +1%
PAA
1881
Peregrine Asset Advisers
Oregon
$418K -$9.3K -145 -2%
KPP
1882
Kings Path Partners
Texas
$417K
RRCM
1883
Rappaport Reiches Capital Management
Illinois
$414K -$30.5K -475 -7%
BWM
1884
BCGM Wealth Management
Indiana
$414K +$3.66K +57 +0.9%
JLBC
1885
J.L. Bainbridge & Co
Florida
$413K -$59.5K -927 -12%
BHB
1886
Bank Hapoalim BM
Israel
$412K -$444K -6,915 Closed
MFG
1887
Mendota Financial Group
Wisconsin
$412K -$119K -1,857 -22%
TL
1888
Tradewinds LLC
North Carolina
$411K -$80.4K -1,254 -16%
LA
1889
Lifeworks Advisors
Michigan
$411K -$514K -8,011 -55%
DFG
1890
Dynamic Financial Group
Iowa
$411K +$423K +6,590 New
SFG
1891
Sunburst Financial Group
Alabama
$410K -$10.5K -163 -2%
BDF
1892
Black Diamond Financial
Maryland
$409K +$175K +2,725 +71%
PWMG
1893
Pinnacle Wealth Management Group
Michigan
$409K +$31K +484 +8%
EFG
1894
Elios Financial Group
Ohio
$409K +$770 +12 +0.2%
DWM
1895
Dopkins Wealth Management
New York
$407K +$18.3K +285 +5%
MFP
1896
Meridian Financial Partners
Virginia
$407K
FTUS
1897
Flow Traders U.S.
New York
$406K +$418K +6,521 New
ICM
1898
IMS Capital Management
Oregon
$406K
MWC
1899
MKD Wealth Coaches
Michigan
$404K +$416K +6,487 New
VCM
1900
Vivaldi Capital Management
Illinois
$404K -$39.9K -622 -9%

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.