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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
DBIA
2051
Dumont & Blake Investment Advisors
New Jersey
$297K +$64 +1 +0%
CRI
2052
Commonwealth Retirement Investments
Virginia
$296K
CCMI
2053
Creative Capital Management Investments
California
$296K +$6.35K +99 +2%
NCM
2054
Noesis Capital Mangement
Florida
$296K -$16K -250 -5%
JWM
2055
JGP Wealth Management
Oregon
$295K +$15.8K +246 +5%
OWM
2056
OneAscent Wealth Management
Alabama
$293K -$3.01K -47 -1%
CP
2057
Canopy Partners
Ohio
$292K
FNBTCON
2058
First National Bank & Trust Co of Newtown
Pennsylvania
$290K -$18.6K -290 -6%
BF
2059
Brooklyn FI
New York
$289K +$8.08K +126 +3%
FM
2060
Family Management
New York
$288K +$7.18K +112 +2%
FVWA
2061
Foster Victor Wealth Advisors
South Carolina
$287K -$165K -2,570 -37%
MAWA
2062
Moss Adams Wealth Advisors
Washington
$286K
GP
2063
Geneva Partners
Wisconsin
$286K +$1.09K +17 +0.4%
GLA
2064
Great Lakes Advisors
Illinois
$285K -$6.29K -98 -2%
AWA
2065
Acorn Wealth Advisors
Michigan
$284K -$40.1K -626 -12%
GIP
2066
Granite Investment Partners
California
$284K
IAP
2067
Indie Asset Partners
Indiana
$284K +$14.4K +225 +5%
SWM
2068
Seed Wealth Management
Illinois
$284K
IBOK
2069
Independence Bank of Kentucky
Kentucky
$284K +$123K +1,910 +72%
WGC
2070
Watts Gwilliam & Co
Arizona
$283K +$18.5K +288 +7%
CWP
2071
Concord Wealth Partners
Virginia
$282K +$192 +3 +0.1%
AP
2072
Atwood & Palmer
Missouri
$282K +$18.6K +290 +7%
BMC
2073
Beaton Management Company
Massachusetts
$282K
NJIM
2074
Nabity-Jensen Investment Management
Nebraska
$282K
CCA
2075
Criterion Capital Advisors
Tennessee
$280K

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.