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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
IFS
2151
Ifrah Financial Services
Arkansas
$244K +$5.77K +90 +2%
JSA
2152
Jim Saulnier & Associates
Colorado
$243K
MPW
2153
Magnolia Private Wealth
Pennsylvania
$243K +$250K +3,900 New
APWA
2154
Atlas Private Wealth Advisors
New Jersey
$242K +$257 +4 +0.1%
FWM
2155
Focused Wealth Management
New York
$242K +$834 +13 +0.3%
TBNY
2156
Trustco Bank (New York)
New York
$241K -$111K -1,736 -31%
CWS
2157
Cypress Wealth Services
California
$241K
VBWMG
2158
Von Berge Wealth Management Group
California
$241K +$962 +15 +0.4%
SWG
2159
Summit Wealth Group
Vermont
$240K
PPW
2160
Presilium Private Wealth
Pennsylvania
$240K +$1.22K +19 +0.5%
MCA
2161
Midwest Capital Advisors
Michigan
$240K +$247K +3,849 New
PCS
2162
Private Client Services
Kentucky
$240K -$21.4K -334 -8%
WFA
2163
Wade Financial Advisory
California
$239K
AOWM
2164
Alpha Omega Wealth Management
Virginia
$239K -$38.2K -595 -13%
SWM
2165
Sanctuary Wealth Management
Idaho
$239K +$44.6K +695 +22%
LSL
2166
Legacy Solutions LLC
Pennsylvania
$238K +$245K +3,826 New
FCM
2167
Fortis Capital Management
Washington
$237K -$7.57K -118 -3%
SCM
2168
Sheridan Capital Management
California
$237K +$244K +3,800 New
RCM
2169
RMR Capital Management
California
$236K
RFA
2170
Register Financial Advisors
Georgia
$235K +$83.5K +1,302 +53%
MFWP
2171
Mosaic Family Wealth Partners
Missouri
$235K +$242K +3,773 New
RWA
2172
Roberts Wealth Advisors
California
$235K +$236K +3,675 New
FDCP
2173
Foster Dykema Cabot & Partners
Massachusetts
$234K -$98.8K -1,540 -29%
HCM
2174
Hall Capital Management
Rhode Island
$234K +$241K +3,750 New
SGWM
2175
Sterling Group Wealth Management
California
$234K

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.