We are live on ! Find out more
IJH icon

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
VP
2101
Verum Partners
North Carolina
$267K +$962 +15 +0.4%
TCWM
2102
Total Clarity Wealth Management
Illinois
$267K
AFA
2103
Alpha Financial Advisors
North Carolina
$266K -$128 -2 -0%
FF
2104
Francis Financial
$265K -$2.12K -33 -0.8%
MAM
2105
McLean Asset Management
Virginia
$265K +$64 +1 +0%
SA
2106
Strategic Advisors
New York
$265K -$100K -1,565 -27%
CCM
2107
Chilton Capital Management
Texas
$264K +$8.34K +130 +3%
CB
2108
Chris Bulman
California
$263K +$2.18K +34 +0.8%
MAM
2109
Marquette Asset Management
Minnesota
$262K -$4.81K -75 -2%
WFA
2110
WestHill Financial Advisors
California
$261K +$321 +5 +0.1%
MWA
2111
Medallion Wealth Advisors
Connecticut
$261K +$271K +4,219 New
RLIM
2112
Red Lighthouse Investment Management
New York
$261K
PMSA
2113
Patrick M. Sweeney & Associates
Illinois
$261K
Schroder Investment Management Group
2114
Schroder Investment Management Group
United Kingdom
$261K
BOSSRA
2115
B.O.S.S. Retirement Advisors
Utah
$261K +$268K +4,182 New
PF
2116
Penney Financial
Texas
$260K
NPT
2117
Nixon Peabody Trust
Massachusetts
$260K +$19.2K +300 +8%
SP
2118
Sequent Planning
Nebraska
$259K +$26.9K +420 +11%
ODG
2119
O'Dell Group
Ohio
$259K +$266K +4,155 New
PWM
2120
Praetorian Wealth Management
California
$259K +$266K +4,155 New
BCM
2121
Basso Capital Management
Connecticut
$259K +$266K +4,150 New
MCM
2122
Mengis Capital Management
Oregon
$258K +$770 +12 +0.3%
ECA
2123
Elevated Capital Advisors
Utah
$258K +$31.2K +487 +13%
TCM
2124
TABR Capital Management
California
$257K +$265K +4,125 New
DWM
2125
Denver Wealth Management
Colorado
$257K +$1.03K +16 +0.4%

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.