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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
JC
1951
JB Capital
Connecticut
$365K -$71.1K -1,109 -16%
AWAG
1952
ARS Wealth Advisors Group
Florida
$364K +$64 +1 +0%
FF
1953
Fox Financial
Pennsylvania
$364K -$12.2K -190 -3%
ADL
1954
Asset Dedication LLC
California
$364K -$9.04K -141 -2%
SCM
1955
Schnieders Capital Management
California
$364K -$3.02M -47,110 -89%
FWI
1956
Facet Wealth Inc
Maryland
$363K -$87.9K -1,371 -19%
GWM
1957
Gray Wealth Management
Maine
$363K +$192 +3 +0.1%
RW
1958
RVW Wealth
California
$362K -$16.4K -255 -4%
SIM
1959
Synergy Investment Management
Florida
$361K +$372K +5,797 New
RFG
1960
REAP Financial Group
Texas
$360K
GWSG
1961
GPS Wealth Strategies Group
Colorado
$360K +$37.8K +589 +11%
HFRG
1962
Houlihan Financial Resource Group
Virginia
$359K
AWM
1963
Avaii Wealth Management
Wisconsin
$359K
CWM
1964
Cherrydale Wealth Management
New Jersey
$359K +$158K +2,470 +75%
ES
1965
Eagle Strategies
New York
$358K +$19K +296 +5%
BSA
1966
Bull Street Advisors
Georgia
$358K
BWP
1967
Burling Wealth Partners
Illinois
$358K +$368K +5,738 New
AWM
1968
Aberdeen Wealth Management
Illinois
$357K
HIP
1969
HUB Investment Partners
Texas
$356K -$136K -2,124 -27%
NAG
1970
Northstar Advisory Group
New Jersey
$354K -$7.4M -115,440 -95%
BWP
1971
Bernardo Wealth Planning
Pennsylvania
$354K +$20.7K +322 +6%
FA
1972
Fountainhead AM
New Jersey
$354K +$1.48K +23 +0.4%
TF
1973
Trek Financial
Arizona
$354K
MW
1974
Maia Wealth
Colorado
$352K -$28.8K -449 -8%
BTW
1975
Boston Trust Walden
Massachusetts
$351K

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.