We are live on ! Find out more
IJH icon

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
SL
2226
Sentry LLC
Tennessee
$209K -$77.9K -1,215 -27%
MCFP
2227
Mallini Complete Financial Planning
Florida
$209K
FVCM
2228
F&V Capital Management
Florida
$209K
CWP
2229
Cyndeo Wealth Partners
Florida
$209K +$215K +3,352 New
WIC
2230
Wilkins Investment Counsel
Massachusetts
$209K +$215K +3,350 New
SFP
2231
Strategic Financial Planning
Texas
$208K
WPC
2232
White Pine Capital
Minnesota
$208K
FA
2233
Fiduciary Alliance
South Carolina
$208K +$214K +3,332 New
LWP
2234
LeClair Wealth Partners
Ohio
$207K +$213K +3,327 New
RWM
2235
Reston Wealth Management
Virginia
$207K -$8.79K -137 -4%
TAM
2236
TCP Asset Management
Ohio
$207K
SCM
2237
SCS Capital Management
Massachusetts
$206K
RYIA
2238
Roehl & Yi Investment Advisors
Oregon
$206K +$212K +3,300 New
C1AG
2239
Client 1st Advisory Group
Florida
$205K -$30.5K -475 -13%
LHWM
2240
Lake Hills Wealth Management
Texas
$204K -$36K -562 -15%
FS
2241
Financial Symmetry
North Carolina
$203K -$9.36K -146 -4%
SWM
2242
Sterling Wealth Management
Illinois
$203K -$6.09K -95 -3%
VAMG
2243
Voisard Asset Management Group
Michigan
$203K
EP
2244
Edgestream Partners
New Jersey
$202K -$241K -3,758 -54%
SA
2245
Seneschal Advisors
Washington
$202K +$208K +3,245 New
RC
2246
Rovin Capital
Arizona
$202K +$208K +3,249 New
SIA
2247
Schechter Investment Advisors
Michigan
$202K -$13.5K -210 -6%
BP
2248
BBR Partners
New York
$202K
MWA
2249
Monograph Wealth Advisors
California
$201K
RA
2250
Rodgers & Associates
Pennsylvania
$201K

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.