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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
MSG
1976
Main Street Group
Virginia
$351K +$18.5K +289 +5%
SRWM
1977
Shira Ridge Wealth Management
California
$350K +$128 +2 +0%
FFM
1978
Forum Financial Management
Illinois
$350K -$43.9K -684 -11%
CFSG
1979
Community Financial Services Group
Vermont
$349K -$1.52M -23,631 -81%
GCA
1980
Gradient Capital Advisors
California
$349K -$6.93K -108 -2%
MWM
1981
McNaughton Wealth Management
California
$349K
BO
1982
Bank OZK
Arkansas
$347K -$2.69K -42 -0.7%
SP
1983
Successful Portfolios
Florida
$346K +$8.27K +129 +2%
NIM
1984
Northeast Investment Management
Massachusetts
$346K +$30.5K +475 +9%
CCFM
1985
Clear Creek Financial Management
Washington
$345K +$3.21K +50 +0.9%
FP
1986
Financial Perspectives
Minnesota
$344K +$13.7K +214 +4%
HFO
1987
Heritage Family Offices
Arizona
$344K +$321 +5 +0.1%
CWM
1988
Capital Wealth Management
Rhode Island
$339K -$23.7K -370 -6%
PIFP
1989
Partners in Financial Planning
Virginia
$338K -$20.6K -321 -6%
DCM
1990
Dimension Capital Management
Florida
$336K -$219K -3,420 -39%
PIM
1991
Penobscot Investment Management
Massachusetts
$336K
BCM
1992
BTC Capital Management
Iowa
$336K -$6.03K -94 -2%
AWM
1993
Accredited Wealth Management
Kentucky
$336K +$346K +5,391 New
DHC
1994
Drum Hill Capital
Connecticut
$335K +$345K +5,375 New
GHAM
1995
Gilman Hill Asset Management
Connecticut
$333K
SWM
1996
Segment Wealth Management
Texas
$333K
FC
1997
Forte Capital
New York
$332K +$6.67K +104 +2%
TW
1998
Transform Wealth
Colorado
$332K +$513 +8 +0.2%
MEG
1999
Millstone Evans Group
Colorado
$329K +$339K +5,284 New
RCM
2000
Requisite Capital Management
Texas
$329K

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.