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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
HIC
2201
Holderness Investments Company
North Carolina
$223K +$9.62K +150 +4%
CM
2202
Columbus Macro
Pennsylvania
$223K -$513 -8 -0.2%
FFG
2203
Fiduciary Financial Group
California
$222K +$230K +3,591 New
WW
2204
Westshore Wealth
California
$222K
CPSAC
2205
Chas P. Smith & Associates (CPS)
Florida
$221K -$321 -5 -0.1%
AAS
2206
Annex Advisory Services
Wisconsin
$221K -$10.1K -157 -4%
BBA
2207
Braun-Bostich & Associates
Pennsylvania
$220K
CWM
2208
Chemistry Wealth Management
New York
$219K
SWIG
2209
Strategic Wealth Investment Group
Kentucky
$218K +$513 +8 +0.2%
AMIM
2210
Aull & Monroe Investment Management
Alabama
$218K
CFA
2211
Capstone Financial Advisors
Illinois
$217K +$834 +13 +0.4%
TCM
2212
TD Capital Management
Tennessee
$217K +$705 +11 +0.3%
FCM
2213
Fogel Capital Management
Florida
$217K
MPM
2214
Meritage Portfolio Management
Kansas
$217K +$223K +3,480 New
HWA
2215
Heartwood Wealth Advisors
Virginia
$216K
UWP
2216
Uniting Wealth Partners
Kansas
$214K +$220K +3,432 New
PSIWM
2217
Paradigm Strategies in Wealth Management
Minnesota
$214K -$10.3K -160 -4%
BF
2218
Brogan Financial
Tennessee
$214K -$12.3K -192 -5%
PHAM
2219
Palisades Hudson Asset Management
Florida
$212K
LS
2220
Leelyn Smith
Illinois
$212K +$218K +3,402 New
TIM
2221
Thor Investment Management
Ohio
$212K
Luther King Capital Management (LKCM)
2222
Luther King Capital Management (LKCM)
Texas
$212K
AUB
2223
Atlantic Union Bankshares
Virginia
$211K
AA
2224
ACT Advisors
North Carolina
$210K -$5.71K -89 -3%
CIP
2225
Capital Insight Partners
Arizona
$210K

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.