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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
ALWM
2251
Andrews Lucia Wealth Management
California
$201K +$207K +3,227 New
CMI
2252
Clare Market Investments
Texas
$201K
TH
2253
Team Hewins
California
$201K -$3.27K -51 -2%
DC
2254
DeDora Capital
California
$200K
WCAMG
2255
Woodard & Company Asset Management Group
North Carolina
$200K
GA
2256
GoalVest Advisory
New York
$196K
FFA
2257
Frazier Financial Advisors
Ohio
$195K +$47.7K +743 +31%
PSB
2258
Piscataqua Savings Bank
New Hampshire
$193K
CWM
2259
Compass Wealth Management
Connecticut
$193K
SO
2260
Sierra Ocean
California
$191K +$196K +3,057 New
Bank Julius Baer & Co
2261
Bank Julius Baer & Co
Switzerland
$189K +$151K +2,353 +587%
MHR
2262
Matthew Hamilton Rosenberg
$187K
OL
2263
one8zero8 LLC
North Carolina
$186K +$191K +2,980 New
AGWCA
2264
Annis Gardner Whiting Capital Advisors
Florida
$185K
PCTC
2265
Perkins Coie Trust Company
Washington
$184K -$33K -515 -15%
WWMSC
2266
Wagner Wealth Management (South Carolina)
South Carolina
$172K
CW
2267
Curio Wealth
Maryland
$169K +$174K +2,707 New
MFG
2268
Menard Financial Group
Texas
$169K +$173K +2,705 New
VCM
2269
Versant Capital Management
Arizona
$168K
FFC
2270
First Financial Corp
Indiana
$166K +$37.2K +580 +28%
EAM
2271
Eukles Asset Management
Ohio
$165K +$1.92K +30 +1%
SMAM
2272
Sugar Maple Asset Management
Wisconsin
$165K +$170K +2,655 New
TLA
2273
Tanglewood Legacy Advisors
Texas
$164K
CJ
2274
Caitlin John
Michigan
$164K -$449 -7 -0.3%
ECM
2275
Elgethun Capital Management
South Dakota
$163K +$449 +7 +0.3%

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.