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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
SN
2301
Sittner & Nelson
Oregon
$130K
SIC
2302
SJS Investment Consulting
Ohio
$129K +$51.3K +800 +63%
RMC
2303
Resources Management Corp
Connecticut
$128K
MIM
2304
MTM Investment Management
South Carolina
$127K
SMA
2305
Sage Mountain Advisors
Georgia
$126K
MFA
2306
Morling Financial Advisors
California
$125K -$8.02K -125 -6%
RI
2307
Ridgewood Investments
New Jersey
$125K
CMBA
2308
C.M. Bidwell & Associates
Hawaii
$123K
HC
2309
Hoese & Co
Minnesota
$122K -$72.5K -1,130 -37%
EWP
2310
Elevation Wealth Partners
California
$118K
EF
2311
Empowered Funds
Pennsylvania
$115K +$119K +1,851 New
YDMI
2312
Y.D. More Investments
Israel
$115K
HIIFS
2313
Harel Insurance Investments & Financial Services
Israel
$110K
DMIC
2314
Dixon Mitchell Investment Counsel
British Columbia, Canada
$109K
QC
2315
Quent Capital
New York
$109K +$112K +1,748 New
OW
2316
Olistico Wealth
Oklahoma
$106K
AWM
2317
AllSquare Wealth Management
New York
$106K
CICI
2318
Capital Investment Counsel Inc
North Carolina
$106K +$58.7K +915 +117%
JFG
2319
JDM Financial Group
Texas
$106K
TFA
2320
Toth Financial Advisory
Virginia
$103K
AT
2321
Avalon Trust
New Mexico
$103K
WTFG
2322
Wood Tarver Financial Group
Idaho
$101K +$105K +1,635 New
T
2323
Transce3nd
Texas
$99.1K +$102K +1,591 New
RIL
2324
Rothschild Investment LLC
Illinois
$98.1K
STB
2325
S&T Bank
Pennsylvania
$97.9K +$101K +1,571 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.