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iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
226
Capital Investment Advisors
Georgia
$32.2M -$529K -8,488 -2%
FCI
227
Financial Counselors Inc
Kansas
$32M -$2.61M -41,834 -8%
UCFA
228
United Capital Financial Advisors
Texas
$31.9M -$134K -2,146 -0.4%
ECG
229
Edge Capital Group
Georgia
$31.8M +$807K +12,950 +3%
IAA
230
Independent Advisor Alliance
North Carolina
$31.2M +$29.3M +469,566 +1,538%
BA
231
Bristlecone Advisors
Washington
$30.6M -$194K -3,116 -0.6%
WSFS
232
Wilmington Savings Fund Society
Delaware
$30.6M +$122K +1,951 +0.4%
DADC
233
D.A. Davidson & Co
Montana
$30.1M +$753K +12,087 +3%
NYLIM
234
New York Life Investment Management
New York
$30.1M +$854K +13,702 +3%
UFAC
235
Urban Financial Advisory Corp
Illinois
$30M -$133K -2,132 -0.4%
GLLW
236
Graves Light Lenhart Wealth
Virginia
$30M +$340K +5,459 +1%
HG
237
Harbor Group
New Hampshire
$30M -$4.54M -72,864 -13%
MFIM
238
Mesirow Financial Investment Management
Illinois
$29.9M -$87.3K -1,401 -0.3%
HI
239
Human Investing
Oregon
$29.9M +$730K +11,718 +3%
CFO
240
Callan Family Office
Pennsylvania
$29.7M -$324K -5,193 -1%
ZB
241
Zions Bancorporation
Utah
$29.5M -$732K -11,742 -2%
BHWM
242
Bar Harbor Wealth Management
New Hampshire
$29.4M +$1.64M +26,368 +6%
RDFA
243
Ritter Daniher Financial Advisory
Ohio
$29.2M +$871K +13,982 +3%
SIC
244
Shoker Investment Counsel
Ohio
$29.2M +$154K +2,474 +0.5%
YIA
245
YHB Investment Advisors
Connecticut
$29M +$266K +4,267 +0.9%
PWM
246
Perigon Wealth Management
California
$28.8M -$1.61M -24,957 -5%
SC
247
Savant Capital
Illinois
$28.7M +$596K +9,568 +2%
GG
248
Greenwood Gearhart
Arkansas
$28.7M +$7.94M +127,463 +38%
TPWA
249
TRUE Private Wealth Advisors
Oregon
$28.3M -$365K -5,856 -1%
WHG
250
Westwood Holdings Group
Texas
$28.3M +$9.94M +159,554 +54%