We are live on ! Find out more
IJH icon

iShares Core S&P Mid-Cap ETF
IJH

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: 353 → 390 (+37)

10% more capital invested

Capital invested by funds: $70.5B → $77.3B (+$6.81B)

7% more funds holding

Funds holding: 2,300 → 2,461 (+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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$413M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$282M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$271M
4
SV
Starboard Value
New York
+$254M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$242M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$167M
2
IAIM
International Assets Investment Management
Florida
-$109M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$100M
4
UBS Group
UBS Group
Switzerland
-$62.5M
5
Stifel Financial
Stifel Financial
Missouri
-$48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$6.9B +$234M +3,648,144 +3%
Bank of America
2
Bank of America
North Carolina
$4.22B +$171M +2,660,582 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$3.24B +$242M +3,773,422 +8%
Wells Fargo
4
Wells Fargo
California
$3.19B +$224M +3,500,023 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.85B +$282M +4,402,710 +11%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$2.76B -$123K -1,920 -4%
LPL Financial
7
LPL Financial
California
$2.65B +$88.1M +1,373,396 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.43B +$58.2M +907,038 +2%
Morgan Stanley
9
Morgan Stanley
New York
$2.24B +$92.2M +1,437,384 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$2.22B +$2.28B +35,598,511 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.77B +$174M +2,716,707 +11%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.6B +$271M +4,222,994 +20%
BlackRock
13
BlackRock
New York
$1.54B +$189M +2,948,941 +14%
UBS Group
14
UBS Group
Switzerland
$1.48B -$62.5M -974,652 -4%
Northern Trust
15
Northern Trust
Illinois
$1.33B +$69.5M +1,084,392 +5%
Goldman Sachs
16
Goldman Sachs
New York
$1.08B +$413M +6,441,693 +59%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.03B +$3.64M +56,800 +0.3%
Mariner
18
Mariner
Kansas
$799M +$26.5M +413,557 +3%
FCAS
19
First Command Advisory Services
Texas
$676M -$94.2K -1,468 -0%
AA
20
Acorns Advisers
California
$668M +$12.1M +188,773 +2%
Truist Financial
21
Truist Financial
North Carolina
$582M +$122M +1,899,518 +26%
KeyBank National Association
22
KeyBank National Association
Ohio
$576M +$10M +156,417 +2%
Ameriprise
23
Ameriprise
Minnesota
$559M -$34.9M -543,839 -6%
Financial Engines Advisors
24
Financial Engines Advisors
California
$516M -$20.8M -324,267 -4%
CCA
25
Catalyst Capital Advisors
New York
$504M +$31.6M +492,136 +6%
1
2 3 4 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.