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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
DAM
2401
Delta Asset Management
Tennessee
$28.4K
NMG
2402
New Millennium Group
Utah
$28.2K +$20.3K +317 +235%
MDA
2403
Minot DeBlois Advisors
Massachusetts
$27.1K +$27.9K +435 New
NFSG
2404
Newbridge Financial Services Group
Florida
$26.4K +$27.2K +424 New
PA
2405
Pineridge Advisors
Missouri
$26.4K -$14.2K -221 -34%
DF
2406
DecisionPoint Financial
Arizona
$26.2K
VWWMG
2407
Vermillion & White Wealth Management Group
Pennsylvania
$25.4K -$3.08K -48 -11%
IRC
2408
Investors Research Corp
Georgia
$25.2K
EPW
2409
Evergreen Private Wealth
Colorado
$23.6K
MIA
2410
MeadowBrook Investment Advisors
Michigan
$22.4K
TC
2411
Truvestments Capital
Florida
$21.9K +$22.6K +352 New
HIW
2412
Holos Integrated Wealth
Pennsylvania
$21.2K +$21.8K +340 New
CAM
2413
Clarity Asset Management
Iowa
$19.7K +$128 +2 +0.6%
VWA
2414
VSM Wealth Advisory
Maryland
$18.1K +$18.6K +290 New
BAM
2415
Byrne Asset Management
New Jersey
$17.1K -$12.8K -200 -42%
MA
2416
Modus Advisors
Minnesota
$17.1K +$17.6K +275 New
HC
2417
Hurley Capital
New York
$16.7K +$17K +265 New
FNWA
2418
Financial Network Wealth Advisors
Utah
$16.5K
KA
2419
Kozak & Associates
Colorado
$16.1K
PCWA
2420
Pacific Capital Wealth Advisors
California
$15.6K
SRCM
2421
Signature Resources Capital Management
California
$15.1K +$834 +13 +6%
FRA
2422
Front Row Advisors
California
$14.3K
CSC
2423
Caldwell Sutter Capital
California
$13.7K
WWP
2424
WR Wealth Planners
Missouri
$13.2K -$834 -13 -6%
PP
2425
PFS Partners
New Jersey
$13.1K +$64 +1 +0.5%

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.