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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
SWP
176
Sagespring Wealth Partners
Tennessee
$45.4M +$46.7M +728,729 New
FHB
177
First Hawaiian Bank
Hawaii
$44.8M -$4.18M -65,107 -8%
Macquarie Group
178
Macquarie Group
Australia
$43.8M +$7.22M +112,621 +19%
JAG
179
Journey Advisory Group
Kentucky
$43.7M
W
180
Wealthquest
Ohio
$43.6M +$1.33M +20,772 +3%
JWA
181
JFS Wealth Advisors
Pennsylvania
$43.5M +$644K +10,040 +1%
Fiera Capital (Canada)
182
Fiera Capital (Canada)
Quebec, Canada
$43.2M +$87.4K +1,362 +0.2%
EWM
183
Evermay Wealth Management
Virginia
$43.1M -$1.13M -17,665 -2%
SPP
184
Single Point Partners
Massachusetts
$43.1M +$44.3M +691,416 New
PGA
185
Portland Global Advisors
Maine
$42.6M +$498K +7,766 +1%
CTA
186
Chesley Taft & Associates
Illinois
$42.5M +$1.41M +22,052 +3%
AWS
187
Atria Wealth Solutions
New York
$42.4M +$811K +12,647 +2%
CAAS
188
Capital Asset Advisory Services
Michigan
$42.2M +$634K +9,892 +1%
William Blair & Company
189
William Blair & Company
Illinois
$42M +$1.3M +20,262 +3%
RCA
190
Resonant Capital Advisors
Wisconsin
$41.5M +$507K +7,905 +1%
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$41M +$3.51M +54,717 +9%
VFA
192
Voya Financial Advisors
Connecticut
$41M -$2.64M -41,227 -6%
NFG
193
Nadler Financial Group
Illinois
$40.7M +$792K +12,349 +2%
GL
194
Graypoint LLC
New York
$39.8M +$2.48M +38,608 +6%
Lazard Asset Management
195
Lazard Asset Management
New York
$39.2M -$21.5K -335 -0.1%
LBC
196
Lowe Brockenbrough & Co
Virginia
$39.1M -$725K -11,309 -2%
FBB
197
Fulton Breakefield Broenniman
Maryland
$38.9M +$125K +1,949 +0.3%
IB
198
Intrust Bank
Kansas
$38.7M +$1.1M +17,190 +3%
AAS
199
Avantax Advisory Services
Texas
$38.7M +$2.16M +33,703 +6%
SWA
200
Sax Wealth Advisors
New Jersey
$38.7M -$919K -14,332 -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.