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iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,436 hedge funds and large institutions have $77.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 1,087 increasing their positions, 740 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,436
Holders Change
+154
Holders Change %
+6.75%
% of All Funds
32.42%
Holding in Top 10
387
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.57%
% of All Funds
5.15%
New
282
Increased
1,087
Reduced
740
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$401M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$274M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$263M
4
SV
Starboard Value
New York
+$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$235M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$258M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$162M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$120M
4
IAIM
International Assets Investment Management
Florida
-$106M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$97.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFWA
826
Benchmark Financial Wealth Advisors
Florida
$4.25M -$43.4K -696 -1%
CG
827
Cynosure Group
Utah
$4.24M -$7.98K -128 -0.2%
WWA
828
WCG Wealth Advisors
Nevada
$4.23M -$138K -2,210 -3%
CCM
829
Crew Capital Management
Ohio
$4.23M +$2.65M +42,517 +168%
CAM
830
Cozad Asset Management
Illinois
$4.21M +$174K +2,796 +4%
IJWM
831
Inman Jager Wealth Management
Mississippi
$4.21M +$4.21M +67,610 New
RFN
832
RDA Financial Network
Iowa
$4.19M +$78.4K +1,259 +2%
WF
833
Welch & Forbes
Massachusetts
$4.19M -$24.9K -400 -0.6%
PR
834
Payden & Rygel
California
$4.18M +$16K +257 +0.4%
EI
835
Ellevest Inc
New York
$4.17M -$214K -3,436 -5%
MWA
836
Merkkuri Wealth Advisors
New York
$4.17M +$1.3M +20,942 +46%
WCFA
837
Walkner Condon Financial Advisors
Wisconsin
$4.16M +$5.11K +82 +0.1%
SIG
838
Sky Investment Group
Connecticut
$4.16M -$4.16M – –
TCA
839
Transcend Capital Advisors
New Jersey
$4.15M +$214K +3,438 +5%
HIA
840
HTG Investment Advisors
Connecticut
$4.15M -$94K -1,509 -2%
NG
841
Novem Group
New York
$4.15M +$4.15M +66,584 New
NDSI
842
Newman Dignan & Sheerar Inc
Rhode Island
$4.15M +$57.6K +924 +1%
VPP
843
Vertex Planning Partners
Illinois
$4.15M +$3.84M +61,678 +1,266%
CBT
844
Central Bank & Trust
Kentucky
$4.13M -$312 -5 -0%
IC
845
IEQ Capital
California
$4.12M +$1.1M +17,710 +37%
LF
846
LifeSteps Financial
California
$4.12M -$51K -818 -1%
TC
847
TownSquare Capital
Utah
$4.12M +$277K +4,453 +7%
NB
848
NBT Bank
New York
$4.12M +$15.3K +245 +0.4%
AFA
849
AA Financial Advisors
Ohio
$4.11M +$131K +2,096 +3%
MSAM
850
Moloney Securities Asset Management
Missouri
$4.11M +$302K +4,842 +8%
32 33
34
35 36