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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
FDS
2176
Freedom Day Solutions
Texas
$233K +$33.7K +526 +16%
DP
2177
Denver PWM
Colorado
$232K -$26.1K -407 -10%
GIM
2178
Gold Investment Management
Alberta, Canada
$232K
MAP
2179
Moody Aldrich Partners
Massachusetts
$232K
BAG
2180
Bridgewealth Advisory Group
California
$232K +$20.2K +315 +10%
CF
2181
Claris Financial
Virginia
$232K +$238K +3,717 New
TWM
2182
Topsail Wealth Management
North Carolina
$231K +$238K +3,712 New
LL
2183
LPWM LLC
Minnesota
$229K
FLA
2184
Financial Life Advisors
Texas
$229K
MAG
2185
M3 Advisory Group
Massachusetts
$229K +$192 +3 +0.1%
CWMS
2186
Cannon Wealth Management Services
North Carolina
$228K -$155K -2,409 -40%
Select Equity Group
2187
Select Equity Group
New York
$227K +$234K +3,641 New
CAM
2188
Covenant Asset Management
New Jersey
$227K
FFWA
2189
Forthright Family Wealth Advisory
Texas
$227K
EFG
2190
Ehrlich Financial Group
California
$227K -$70.5K -1,099 -23%
SCP
2191
Shorepoint Capital Partners
Massachusetts
$226K -$1.92K -30 -0.8%
MGIA
2192
Matthew Goff Investment Advisor
Texas
$226K
BL
2193
BFSG LLC
California
$226K
GC
2194
Garde Capital
Washington
$225K
WFMPM
2195
Woodley Farra Manion Portfolio Management
Indiana
$225K +$231K +3,607 New
ACB
2196
Aristotle Capital Boston
Massachusetts
$224K +$217K +3,376 +1,535%
HWA
2197
Heritage Wealth Advisors
Virginia
$224K -$96.2K -1,500 -29%
CB
2198
CNB Bank
Pennsylvania
$224K
DC
2199
Darrow Company
Massachusetts
$224K
EP
2200
EPIQ Partners
Minnesota
$223K

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.