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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
SCA
2126
Stonebridge Capital Advisors
Minnesota
$256K
HC
2127
Hara Capital
Washington
$255K +$131K +2,050 +100%
TA
2128
TrueWealth Advisors
Alabama
$255K
Millennium Management
2129
Millennium Management
New York
$255K +$263K +4,098 New
AA
2130
Aufman Associates
Pennsylvania
$255K -$18.7K -291 -7%
LCWP
2131
Legacy Capital Wealth Partners
Arkansas
$255K +$262K +4,091 New
BBW
2132
Blue Barn Wealth
Utah
$254K +$17.5K +273 +7%
Barclays
2133
Barclays
United Kingdom
$253K -$26.7M -415,803 -99%
CRI
2134
Colonial River Investments
Virginia
$253K +$6.41K +100 +3%
FFA
2135
Fi3 Financial Advisors
Indiana
$252K +$64 +1 +0%
AIA
2136
Accelerate Investment Advisors
California
$252K +$259K +4,037 New
SFS
2137
Symphony Financial Services
Ohio
$250K -$173K -2,693 -40%
SAW
2138
Signal Advisors Wealth
Michigan
$250K -$242K -3,776 -48%
SAM
2139
Secure Asset Management
Michigan
$250K +$14K +219 +6%
MAM
2140
Mainsail Asset Management
Alabama
$249K
AA
2141
Addison Advisors
Vermont
$249K -$77.6K -1,210 -23%
SFM
2142
Signet Financial Management
New Jersey
$248K -$14.4K -225 -5%
CI
2143
Ceera Investments
Texas
$248K
DPW
2144
DiNuzzo Private Wealth
Pennsylvania
$247K
FAM
2145
Flaharty Asset Management
Florida
$247K +$232K +3,625 +1,076%
SWRP
2146
Summit Wealth & Retirement Planning
California
$246K
FWM
2147
Fingerlakes Wealth Management
New York
$246K -$577 -9 -0.2%
EFG
2148
Everhart Financial Group
Ohio
$246K -$128 -2 -0.1%
LWM
2149
Liberty Wealth Management
California
$244K +$6.61K +103 +3%
SW
2150
SMART Wealth
Nebraska
$244K +$251K +3,916 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.