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 %
BDF
1876
Black Diamond Financial
Maryland
$409K +$170K +2,725 +71%
PWMG
1877
Pinnacle Wealth Management Group
Michigan
$409K +$30.2K +484 +8%
EFG
1878
Elios Financial Group
Ohio
$409K +$748 +12 +0.2%
DWM
1879
Dopkins Wealth Management
New York
$407K +$17.8K +285 +5%
MFP
1880
Meridian Financial Partners
Virginia
$407K – – –
FTUS
1881
Flow Traders U.S.
New York
$406K +$406K +6,521 New
ICM
1882
IMS Capital Management
Oregon
$406K – – –
MWC
1883
MKD Wealth Coaches
Michigan
$404K +$404K +6,487 New
VCM
1884
Vivaldi Capital Management
Illinois
$404K -$40.3K -622 -9%
SIMG
1885
Sonora Investment Management Group
Arizona
$404K – – –
MTC
1886
McDaniel Terry & Co
Texas
$401K – – –
BCP
1887
Berkeley Capital Partners
Georgia
$399K +$125 +2 +0%
FM
1888
Foster & Motley
Ohio
$399K -$2.87K -46 -0.7%
FA
1889
Fermata Advisors
California
$398K -$79.1K -1,270 -17%
LMKC
1890
L.M. Kohn & Company
Ohio
$398K -$13.6K -219 -3%
SWM
1891
Sugarloaf Wealth Management
Georgia
$398K +$12K +192 +3%
PWP
1892
Phillips Wealth Planners
Mississippi
$396K +$2.1K +34 +0.5%
MHIC
1893
Marble Harbor Investment Counsel
Massachusetts
$395K -$81K -1,300 -17%
AIC
1894
Archer Investment Corporation
Indiana
$393K +$8.04K +129 +2%
BW
1895
Bison Wealth
Georgia
$392K +$10K +161 +3%
JPMIA
1896
J.P. Marvel Investment Advisors
Massachusetts
$392K – – –
LWM
1897
Latko Wealth Management
Illinois
$390K +$39.9K +641 +11%
JPWM
1898
Jamison Private Wealth Management
Georgia
$390K +$59.3K +952 +18%
AA
1899
Ashford Advisors
New York
$389K – – –
W
1900
WPWealth
Texas
$389K -$292K -4,686 -43%
74 75
76
77 78