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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
BKA
2026
Brick & Kyle Associates
Pennsylvania
$313K
BFA
2027
Bluestem Financial Advisors
Illinois
$312K
BAM
2028
Bosun Asset Management
Illinois
$312K
PD
2029
Planning Directions
Pennsylvania
$310K -$29.2K -455 -8%
JWM
2030
JFG Wealth Management
Colorado
$309K +$2.25K +35 +0.7%
GA
2031
Greenspring Advisors
Maryland
$309K
HWM
2032
HFR Wealth Management
New York
$308K +$317K +4,936 New
WFAG
2033
Worth Financial Advisory Group
North Carolina
$307K
MPW
2034
Monterey Private Wealth
California
$306K -$12.7K -198 -4%
MAS
2035
MPWM Advisory Solutions
Georgia
$306K +$314K +4,903 New
WG
2036
Welch Group
Alabama
$305K
FMTC
2037
Farmers & Merchants Trust Company
California
$305K -$173K -2,695 -36%
CFO
2038
Custos Family Office
Texas
$305K +$641 +10 +0.2%
GSF
2039
Grove Street Fiduciary
New Hampshire
$305K +$313K +4,887 New
ARA
2040
Alexander Randolph Advisory
Virginia
$304K
OIA
2041
Optimum Investment Advisors
Illinois
$304K -$120K -1,875 -28%
VC
2042
Veracity Capital
Georgia
$304K +$13.8K +215 +5%
AO
2043
Advisor OS
Illinois
$303K +$21K +327 +7%
LDB
2044
Lee, Danner & Bass
Tennessee
$303K +$2.31K +36 +0.7%
ZIG
2045
Zuckerman Investment Group
Illinois
$303K
ACM
2046
Advance Capital Management
Michigan
$302K +$1.28K +20 +0.4%
JJBC
2047
James J. Burns & Company
New York
$301K -$11.2K -175 -3%
MM
2048
Main Management
California
$301K
LA
2049
LPF Advisors
Florida
$300K -$4.17K -65 -1%
PAM
2050
Prodigy Asset Management
Nebraska
$300K +$308K +4,809 New

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.