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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 %
X
1901
Xponance
Pennsylvania
$389K +$185K +2,966 +91%
MBFW
1902
Morton Brown Family Wealth
Pennsylvania
$388K – – –
CA
1903
Carson Advisory
Georgia
$388K +$36.8K +591 +10%
CFA
1904
Camarda Financial Advisors
Florida
$385K +$184K +2,947 +91%
PIA
1905
Pollock Investment Advisors
Michigan
$385K +$385K +6,175 New
FB
1906
First Bancorp
Maine
$384K – – –
VPF
1907
Vantage Point Financial
Illinois
$383K +$383K +6,148 New
RFG
1908
Range Financial Group
Oregon
$382K +$1.31K +21 +0.3%
MCM
1909
Morton Capital Management
California
$382K +$249 +4 +0.1%
PSFG
1910
Park Square Financial Group
Georgia
$382K +$382K +6,125 New
MAM
1911
Mystic Asset Management
Rhode Island
$381K +$81K +1,300 +27%
AL
1912
ADE LLC
Maryland
$380K +$62 +1 +0%
LA
1913
LexAurum Advisors
Kansas
$379K -$21.5K -345 -5%
ESBC
1914
E.S. Barr & Co
Kentucky
$379K – – –
MHWM
1915
Montz Harcus Wealth Management
Louisiana
$379K +$1.37K +22 +0.4%
CST
1916
Charles Schwab Trust
Nevada
$378K -$14.3K -230 -4%
FA
1917
Faithward Advisors
Pennsylvania
$378K – – –
GFPC
1918
Global Financial Private Client
Florida
$376K – – –
AA
1919
Auxano Advisors
Washington
$375K +$1.62K +26 +0.4%
PSA
1920
Plum Street Advisors
Louisiana
$373K – – –
BAM
1921
BOS Asset Management
Illinois
$372K +$4.99K +80 +1%
HFS
1922
Heritage Financial Services
Massachusetts
$372K +$44.1K +707 +13%
ACI
1923
Alpha Cubed Investments
California
$372K +$1.93K +31 +0.5%
SW
1924
SkyOak Wealth
Michigan
$371K +$38.9K +625 +12%
WAL
1925
W Advisors LLC
Tennessee
$370K – – –
75 76
77
78 79