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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
FUBT
2276
First United Bank & Trust
Maryland
$160K
MG
2277
MilWealth Group
Wisconsin
$157K +$161K +2,515 New
FGC
2278
Financial Gravity Companies
Texas
$156K +$23K +359 +17%
DCM
2279
Disciplina Capital Management
Tennessee
$156K -$13.8K -215 -8%
SS
2280
SBI Securities
Japan
$152K +$156K +2,432 New
W
2281
WealthCollab
Washington
$151K
NRC
2282
New Republic Capital
North Carolina
$150K -$73.2K -1,141 -32%
SA
2283
SRH Advisors
Kansas
$150K
AWM
2284
Angeles Wealth Management
California
$150K
CPG
2285
Cornerstone Planning Group
New Jersey
$149K -$13.9K -216 -9%
BC
2286
Barrett & Company
Rhode Island
$149K
T
2287
Tidemark
California
$148K +$13.9K +216 +10%
RAM
2288
Ramirez Asset Management
New York
$148K
CTWM
2289
Cherry Tree Wealth Management
Minnesota
$147K
RA
2290
Ransom Advisory
Rhode Island
$146K +$12.8K +200 +9%
WB
2291
Webster Bank
Connecticut
$145K
CWM
2292
Copia Wealth Management
Oregon
$145K +$149K +2,324 New
PFA
2293
Pillar Financial Advisors
Kentucky
$142K +$147K +2,285 New
BCMLT
2294
Beacon Capital Management LLC (Tennessee)
Tennessee
$140K -$27.3K -425 -16%
SC
2295
Steph & Co
Wisconsin
$139K
TC
2296
Trust Company
Kansas
$137K
BPAMU
2297
BTG Pactual Asset Management US
New York
$136K -$107K -1,661 -42%
KFGG
2298
Keystone Financial Group (Georgia)
Georgia
$134K +$138K +2,158 New
RFA
2299
Reyes Financial Architecture
California
$134K +$138K +2,155 New
VWA
2300
Valued Wealth Advisors
Utah
$130K +$134K +2,089 New

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.