IJH icon

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 %
PIA
901
Perennial Investment Advisors
California
$3.63M -$228K -3,657 -6%
ONST
902
Old North State Trust
North Carolina
$3.63M +$1.88M +30,098 +107%
WIA
903
Wetzel Investment Advisors
Indiana
$3.61M -$18.8K -302 -0.5%
WP
904
Wealthspan Partners
Iowa
$3.61M -$4.11K -66 -0.1%
S
905
Sachetta
Massachusetts
$3.55M +$101K +1,620 +3%
HWM
906
HighMark Wealth Management
Minnesota
$3.54M -$836K -13,423 -19%
AWP
907
Astra Wealth Partners
New Jersey
$3.53M +$3.53M +56,711 New
AFG
908
Allegheny Financial Group
Pennsylvania
$3.53M +$512K +8,212 +17%
Empower Advisory Group
909
Empower Advisory Group
Colorado
$3.53M +$153K +2,460 +5%
IA
910
IFC Advisors
California
$3.51M +$3.51M +56,357 New
AWM
911
AE Wealth Management
Kansas
$3.51M -$261K -4,192 -7%
CGPCS
912
Capital Group Private Client Services
California
$3.51M +$637K +10,228 +22%
TFA
913
Trinity Financial Advisors
Ohio
$3.49M -$2.03M -32,675 -37%
WA
914
Wealth Alliance
New York
$3.49M +$28.7K +460 +0.8%
NCM
915
Next Capital Management
New York
$3.49M +$136K +2,175 +4%
BFG
916
Bleakley Financial Group
New Jersey
$3.47M -$356K -5,721 -9%
CV
917
Counterweight Ventures
North Carolina
$3.41M +$1.5K +24 +0%
LJAC
918
L.J. Altfest & Co
New York
$3.4M +$3.13M +50,285 +1,161%
KFO
919
Kopp Family Office
Minnesota
$3.39M +$3.36M +53,898 +9,539%
CAAM
920
Cornerstone Advisors Asset Management
Pennsylvania
$3.39M +$6.17K +99 +0.2%
UF
921
Univest Financial
Pennsylvania
$3.38M -$275K -4,408 -8%
BFO
922
Boston Family Office
Massachusetts
$3.38M +$9.97K +160 +0.3%
EP
923
Essential Planning
New Hampshire
$3.33M +$3.33M +51,897 New
NEPWA
924
New England Private Wealth Advisors
Massachusetts
$3.32M +$34.8K +558 +1%
PPP
925
Private Portfolio Partners
New Jersey
$3.32M +$20.9K +335 +0.6%
35 36
37
38 39