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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
BCM
2351
Blume Capital Management
California
$66.4K -$11.8K -184 -15%
SIM
2352
Studio Investment Management
Illinois
$66.2K -$43.5K -679 -39%
CMP
2353
Coston McIsaac & Partners
Maine
$65K
FWA
2354
Flagship Wealth Advisors
Massachusetts
$64.2K +$66.1K +1,030 New
FWM
2355
FSA Wealth Management
Massachusetts
$62.6K +$5.13K +80 +9%
CTC
2356
Cetera Trust Company
Minnesota
$62.3K
FFA
2357
Fairfield Financial Advisors
Massachusetts
$61.6K +$128 +2 +0.2%
RBC
2358
Roble Belko & Company
Pennsylvania
$60K +$257 +4 +0.4%
BA
2359
Ballast Advisors
Minnesota
$58.6K -$48.1K -750 -44%
MRP
2360
Measured Risk Portfolios
California
$58.6K +$60.3K +940 New
ACA
2361
Atlas Capital Advisors
Wyoming
$58.3K
TAM
2362
Tucker Asset Management
Colorado
$58.1K +$55.3K +862 +1,231%
RWPA
2363
Richard W. Paul & Associates
Michigan
$57.9K -$192 -3 -0.3%
RIA
2364
Realta Investment Advisors
Delaware
$54K -$159K -2,475 -74%
RF
2365
Roxbury Financial
New Jersey
$52.2K +$49.6K +774 New
EPW
2366
Endeavor Private Wealth
Kansas
$51.5K +$53K +827 New
BHWM
2367
Beaird Harris Wealth Management
Texas
$50.2K
POIA
2368
Pin Oak Investment Advisors
Texas
$50K
CIA
2369
Cape Investment Advisory
Georgia
$46.7K +$48.1K +750 New
MSWA
2370
Marshall & Sterling Wealth Advisors
New York
$46.5K +$47.9K +747 New
SWC
2371
Spectrum Wealth Counsel
Indiana
$45.8K
Optiver Holding
2372
Optiver Holding
Netherlands
$45.4K +$22.8K +355 +95%
CPL
2373
Capital & Planning LLC
Georgia
$45.2K +$46.5K +725 New
KFP
2374
Keener Financial Planning
Texas
$45K +$17.6K +275 +60%
AF
2375
Atala Financial
California
$44.2K +$45.5K +710 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.