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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
Envestnet Portfolio Solutions
201
Envestnet Portfolio Solutions
Illinois
$38.5M +$6.4M +99,747 +19%
NEPPG
202
New England Professional Planning Group
Rhode Island
$38.4M +$724K +11,286 +2%
FNBT
203
FineMark National Bank & Trust
Florida
$38.2M +$358K +5,589 +0.9%
ETS
204
ESL Trust Services
New York
$38.2M +$28.9K +450 +0.1%
JIC
205
Johnson Investment Counsel
Ohio
$38.1M +$307K +4,786 +0.8%
BCWM
206
Bartlett & Co Wealth Management
Ohio
$38M +$2.45M +38,248 +7%
SFS
207
Summit Financial Strategies
Ohio
$37.9M +$1.64M +25,562 +4%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$36.3M -$14.5M -226,192 -28%
BFA
209
Beaumont Financial Advisors
Massachusetts
$35.9M +$2.44M +38,085 +7%
HW
210
Hancock Whitney
Mississippi
$35.4M +$1.23M +19,104 +3%
AWM
211
Apollon Wealth Management
South Carolina
$35M +$5.23M +81,581 +17%
CWA
212
CJM Wealth Advisers
Virginia
$34.9M +$152K +2,372 +0.4%
DT
213
Diversified Trust
Tennessee
$34.5M +$22.1K +345 +0.1%
OC
214
Oppenheimer & Co
New York
$34.4M +$1.48M +23,041 +4%
AF
215
Allworth Financial
California
$34.4M -$2.6M -40,494 -7%
Citigroup
216
Citigroup
New York
$34.2M -$32.2M -502,461 -48%
BFM
217
Boston Financial Management
Massachusetts
$34.1M -$268K -4,176 -0.8%
HI
218
Hudock Inc
Pennsylvania
$33.8M -$75.3K -1,174 -0.2%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$33.7M -$808K -12,605 -2%
NC
220
NewSquare Capital
Pennsylvania
$33.6M -$476K -7,415 -1%
Natixis Advisors
221
Natixis Advisors
Massachusetts
$33.5M +$4.71M +73,443 +16%
CL
222
Choreo LLC
Illinois
$33.4M -$14M -218,073 -29%
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$33.2M -$1.35M -21,007 -4%
IAN
224
Integrated Advisors Network
Texas
$32.8M -$2.43M -37,949 -7%
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$32.4M -$136K -2,116 -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.