We are live on ! Find out more
IJH icon

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
CSWG
2451
Cardinal Strategic Wealth Guidance
Kentucky
$3.55K +$3.66K +57 New
4FG
2452
4Thought Financial Group
New York
$3.12K -$820K -12,778 -100%
FWM
2453
FLP Wealth Management
Arkansas
$2.84K +$2.95K +46 New
PWM
2454
Parkworth Wealth Management
California
$2.55K +$2.63K +41 New
HIMS
2455
Hager Investment Management Services
New Hampshire
$2.18K +$2.25K +35 New
NS
2456
NBC Securities
Alabama
$1.85K -$1.86M -29,034 -100%
AFS
2457
Anderson Financial Strategies
Ohio
$1.56K +$1.6K +25 New
LCM
2458
Logan Capital Management
Pennsylvania
$1.56K +$1.6K +25 New
WA
2459
WPG Advisers
Maryland
$1.56K +$1.6K +25 New
Amundi
2460
Amundi
France
$1.26K
BGWM
2461
Bridge Generations Wealth Management
Florida
$1.25K +$1.28K +20 New
AA
2462
AlphaMark Advisors
Kentucky
$1K
GC
2463
Gould Capital
Washington
$997
BIM
2464
Breakwater Investment Management
Washington
$935
MAM
2465
Morse Asset Management
Connecticut
$623
IWM
2466
IMG Wealth Management
Florida
$312 +$321 +5 New
LC
2467
Luminist Capital
Michigan
$312 +$321 +5 New
PIS
2468
POM Investment Strategies
North Carolina
$43
CYG
2469
Clean Yield Group
Vermont
$1
Marshall Wace
2470
Marshall Wace
United Kingdom
-$34.1M -547,802 Closed
Charles Schwab
2471
Charles Schwab
California
-$29.2M -467,839 Closed
Jane Street
2472
Jane Street
New York
-$28.7M -447,624 Closed
MOACM
2473
Mutual of America Capital Management
New York
-$20.9M -335,805 Closed
D.E. Shaw & Co
2474
D.E. Shaw & Co
New York
-$12.4M -199,657 Closed
Two Sigma Investments
2475
Two Sigma Investments
New York
-$10.9M -175,000 Closed

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.