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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
WMA
2076
West Michigan Advisors
Michigan
$280K -$14.4K -225 -5%
AIM
2077
Aspen Investment Management
Michigan
$279K +$385 +6 +0.1%
IHWM
2078
Iron Horse Wealth Management
Iowa
$278K +$48.1K +750 +20%
QP
2079
Quartz Partners
New York
$278K -$34.6K -540 -11%
AWM
2080
Affinity Wealth Management
Delaware
$277K
FOA
2081
Five Oceans Advisors
California
$277K
SIG
2082
Stonegate Investment Group
Alabama
$277K
DFP
2083
Defined Financial Planning
California
$277K +$285K +4,447 New
DWM
2084
DecisionMap Wealth Management
Virginia
$277K +$285K +4,444 New
DA
2085
Detalus Advisors
Missouri
$276K -$13.9K -217 -5%
AC
2086
ASB Consultores
Florida
$275K
MSS
2087
Mitchell Sinkler & Starr
Pennsylvania
$273K
VWA
2088
Visionary Wealth Advisors
Illinois
$273K +$705 +11 +0.3%
MS
2089
Madden Securities
Texas
$272K +$19.4K +302 +7%
HDIM
2090
Hanson & Doremus Investment Management
Vermont
$272K
MSWMA
2091
Market Street Wealth Management Advisors
Indiana
$271K -$21.4K -333 -7%
VBFG
2092
Vishria Bird Financial Group
Tennessee
$271K
AP
2093
Adero Partners
California
$271K -$1.48K -23 -0.5%
IIA
2094
Integral Investment Advisors
California
$270K
EWA
2095
Emergent Wealth Advisors
New York
$270K +$9.43K +147 +4%
HWP
2096
Heritage Wealth Partners
Ohio
$270K -$2.12K -33 -0.8%
SP
2097
Symmetry Partners
Connecticut
$269K +$385 +6 +0.1%
CLP
2098
Charis Legacy Partners
Texas
$268K +$276K +4,305 New
FRA
2099
Frank Rimerman Advisors
California
$268K
DWA
2100
Douglass Winthrop Advisors
New York
$268K -$81.1K -1,265 -23%

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.