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 %
IWA
1776
Icon Wealth Advisors
Texas
$500K +$135K +2,166 +37%
PIA
1777
Powell Investment Advisors
Florida
$500K +$1.81K +29 +0.4%
LA
1778
LVW Advisors
New York
$499K +$152K +2,437 +44%
AAM
1779
Augustine Asset Management
Florida
$499K – – –
HFS
1780
Haverford Financial Services
Pennsylvania
$498K – – –
IWP
1781
IAG Wealth Partners
Wisconsin
$498K -$2.99K -48 -0.6%
MCA
1782
Martin Capital Advisors
Texas
$497K – – –
SIA
1783
SGL Investment Advisors
Montana
$497K -$1.52K -24 -0.3%
WCM
1784
Wealthcare Capital Management
Virginia
$497K -$195K -3,123 -28%
SEP
1785
Southland Equity Partners
Missouri
$496K -$6.79K -109 -1%
SFO
1786
Stokes Family Office
Louisiana
$496K -$9.66K -155 -2%
LFG
1787
Larson Financial Group
Missouri
$492K +$219K +3,512 +80%
LAM
1788
Lewis Asset Management
California
$491K -$19.3K -310 -4%
EBA
1789
Eagle Bay Advisors
New York
$490K +$482K +7,735 +5,950%
BW
1790
BIP Wealth
Georgia
$486K +$282K +4,528 +138%
AFG
1791
Albion Financial Group
Utah
$483K -$561 -9 -0.1%
DMC
1792
Drexel Morgan & Co
Pennsylvania
$483K – – –
PAM
1793
Peak Asset Management
Colorado
$483K – – –
AC
1794
Apella Capital
Connecticut
$482K +$77.5K +1,243 +19%
SHIM
1795
Stone House Investment Management
Pennsylvania
$481K -$103K -1,661 -18%
WMA
1796
Wealth Management Associates
New Jersey
$480K -$2.18K -35 -0.5%
SAM
1797
SP Asset Management
California
$480K +$685 +11 +0.1%
CPA
1798
Clear Point Advisors
New York
$478K +$2.37K +38 +0.5%
HBW
1799
Hazlett, Burt & Watson
West Virginia
$477K +$6.11K +98 +1%
FDW
1800
Fourth Dimension Wealth
Ohio
$475K +$475K +7,628 New
70 71
72
73 74