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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 %
LS
2201
Leelyn Smith
Illinois
$212K +$212K +3,402 New
Luther King Capital Management (LKCM)
2202
Luther King Capital Management (LKCM)
Texas
$212K -$676K – –
AUB
2203
Atlantic Union Bankshares
Virginia
$211K – – –
AA
2204
ACT Advisors
North Carolina
$210K -$5.55K -89 -3%
CIP
2205
Capital Insight Partners
Arizona
$210K – – –
SL
2206
Sentry LLC
Tennessee
$209K -$75.7K -1,215 -27%
MCFP
2207
Mallini Complete Financial Planning
Florida
$209K – – –
FVCM
2208
F&V Capital Management
Florida
$209K – – –
CWP
2209
Cyndeo Wealth Partners
Florida
$209K +$209K +3,352 New
WIC
2210
Wilkins Investment Counsel
Massachusetts
$209K +$209K +3,350 New
SFP
2211
Strategic Financial Planning
Texas
$208K – – –
WPC
2212
White Pine Capital
Minnesota
$208K – – –
FA
2213
Fiduciary Alliance
South Carolina
$208K +$208K +3,332 New
LWP
2214
LeClair Wealth Partners
Ohio
$207K +$207K +3,327 New
RWM
2215
Reston Wealth Management
Virginia
$207K -$8.54K -137 -4%
TAM
2216
TCP Asset Management
Ohio
$207K – – –
SCM
2217
SCS Capital Management
Massachusetts
$206K – – –
C1AG
2218
Client 1st Advisory Group
Florida
$205K -$29.6K -475 -13%
LHWM
2219
Lake Hills Wealth Management
Texas
$204K -$35K -562 -15%
FS
2220
Financial Symmetry
North Carolina
$203K -$9.1K -146 -4%
SWM
2221
Sterling Wealth Management
Illinois
$203K -$5.92K -95 -3%
VAMG
2222
Voisard Asset Management Group
Michigan
$203K – – –
EP
2223
Edgestream Partners
New Jersey
$202K -$234K -3,758 -54%
SA
2224
Seneschal Advisors
Washington
$202K +$202K +3,245 New
RC
2225
Rovin Capital
Arizona
$202K +$202K +3,249 New
87 88
89
90 91