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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
SIMG
1901
Sonora Investment Management Group
Arizona
$404K
MTC
1902
McDaniel Terry & Co
Texas
$401K
BCP
1903
Berkeley Capital Partners
Georgia
$399K +$128 +2 +0%
FM
1904
Foster & Motley
Ohio
$399K -$2.95K -46 -0.7%
FA
1905
Fermata Advisors
California
$398K -$81.5K -1,270 -17%
LMKC
1906
L.M. Kohn & Company
Ohio
$398K -$14K -219 -3%
SWM
1907
Sugarloaf Wealth Management
Georgia
$398K +$12.3K +192 +3%
PWP
1908
Phillips Wealth Planners
Mississippi
$396K +$2.18K +34 +0.5%
MHIC
1909
Marble Harbor Investment Counsel
Massachusetts
$395K -$83.4K -1,300 -17%
AIC
1910
Archer Investment Corporation
Indiana
$393K +$8.27K +129 +2%
BW
1911
Bison Wealth
Georgia
$392K +$10.3K +161 +3%
JPMIA
1912
J.P. Marvel Investment Advisors
Massachusetts
$392K
LWM
1913
Latko Wealth Management
Illinois
$390K +$41.1K +641 +11%
JPWM
1914
Jamison Private Wealth Management
Georgia
$390K +$61.1K +952 +18%
AA
1915
Ashford Advisors
New York
$389K
W
1916
WPWealth
Texas
$389K -$301K -4,686 -43%
X
1917
Xponance
Pennsylvania
$389K +$190K +2,966 +91%
MBFW
1918
Morton Brown Family Wealth
Pennsylvania
$388K
CA
1919
Carson Advisory
Georgia
$388K +$37.9K +591 +10%
CFA
1920
Camarda Financial Advisors
Florida
$385K +$189K +2,947 +91%
PIA
1921
Pollock Investment Advisors
Michigan
$385K +$396K +6,175 New
FB
1922
First Bancorp
Maine
$384K
VPF
1923
Vantage Point Financial
Illinois
$383K +$394K +6,148 New
RFG
1924
Range Financial Group
Oregon
$382K +$1.35K +21 +0.3%
MCM
1925
Morton Capital Management
California
$382K +$257 +4 +0.1%

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.