IJH icon

iShares Core S&P Mid-Cap ETF
IJH

Overview Fund Activity

2,435 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, 739 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,435
Holders Change
+153
Holders Change %
+6.7%
% 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
739
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
$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.85B
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.6B
4
SV
Starboard Value
New York
$247M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$3.24B

Top Sellers

1
HNB
Huntington National Bank
Ohio
$267M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$227M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$2.76B
4
IAIM
International Assets Investment Management
Florida
$1.8M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
$55M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
176
Sagespring Wealth Partners
Tennessee
$45.4M +$45.4M +728,729 New
FHB
177
First Hawaiian Bank
Hawaii
$44.8M -$4.06M -65,107 -8%
Macquarie Group
178
Macquarie Group
Australia
$43.8M +$7.02M +112,621 +19%
JAG
179
Journey Advisory Group
Kentucky
$43.7M – – –
W
180
Wealthquest
Ohio
$43.6M +$1.29M +20,772 +3%
JWA
181
JFS Wealth Advisors
Pennsylvania
$43.5M +$626K +10,040 +1%
Fiera Capital (Canada)
182
Fiera Capital (Canada)
Quebec, Canada
$43.2M +$84.9K +1,362 +0.2%
EWM
183
Evermay Wealth Management
Virginia
$43.1M -$1.1M -17,665 -2%
SPP
184
Single Point Partners
Massachusetts
$43.1M +$43.1M +691,416 New
PGA
185
Portland Global Advisors
Maine
$42.6M +$484K +7,766 +1%
CTA
186
Chesley Taft & Associates
Illinois
$42.5M +$1.37M +22,052 +3%
AWS
187
Atria Wealth Solutions
New York
$42.4M +$788K +12,647 +2%
CAAS
188
Capital Asset Advisory Services
Michigan
$42.2M +$622K +9,892 +1%
William Blair & Company
189
William Blair & Company
Illinois
$42M +$1.26M +20,262 +3%
RCA
190
Resonant Capital Advisors
Wisconsin
$41.5M +$493K +7,905 +1%
Kovitz Investment Group Partners
191
Kovitz Investment Group Partners
Illinois
$41M +$3.41M +54,717 +9%
VFA
192
Voya Financial Advisors
Connecticut
$41M -$2.56M -41,227 -6%
NFG
193
Nadler Financial Group
Illinois
$40.7M +$769K +12,349 +2%
GL
194
Graypoint LLC
New York
$39.8M +$2.41M +38,608 +6%
Lazard Asset Management
195
Lazard Asset Management
New York
$39.2M -$20.9K -335 -0.1%
LBC
196
Lowe Brockenbrough & Co
Virginia
$39.1M -$705K -11,309 -2%
FBB
197
Fulton Breakefield Broenniman
Maryland
$38.9M +$121K +1,949 +0.3%
IB
198
Intrust Bank
Kansas
$38.7M +$1.07M +17,190 +3%
AAS
199
Avantax Advisory Services
Texas
$38.7M +$2.1M +33,703 +6%
SWA
200
Sax Wealth Advisors
New Jersey
$38.7M -$893K -14,332 -2%
6 7
8
9 10