IJH icon

iShares Core S&P Mid-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ATPW
251
Ashton Thomas Private Wealth
Arizona
$28M +$2.88M +46,278 +11%
RIG
252
RiverFront Investment Group
Virginia
$27.7M +$27.1M +435,257 +4,324%
WAS
253
Wealth Advisory Solutions
Indiana
$27.2M -$125K -2,010 -0.5%
NA
254
NewEdge Advisors
Louisiana
$27.2M +$4.05M +64,996 +17%
NFG
255
Nations Financial Group
Iowa
$27.2M +$388K +6,234 +1%
RC
256
Randolph Company
Ohio
$26.7M +$88.7K +1,423 +0.3%
SWA
257
Serenus Wealth Advisors
California
$26.6M +$26.6M +426,471 New
GRP
258
Global Retirement Partners
California
$26.6M +$2.61M +41,944 +11%
FWIA
259
Fort Washington Investment Advisors
Ohio
$26.3M +$3.43M +55,032 +15%
AA
260
ALPS Advisors
Colorado
$26.2M -$889K -14,268 -3%
ASN
261
Advisory Services Network
Georgia
$25.9M +$169K +2,720 +0.7%
LCOV
262
London Company of Virginia
Virginia
$25.7M +$16.3M +261,414 +173%
B
263
Bailard
California
$25.7M +$4.81M +77,163 +23%
VCM
264
Verde Capital Management
Michigan
$25.7M +$659K +10,569 +3%
CFP
265
Catalyst Financial Partners
Massachusetts
$25.6M +$854K +13,708 +3%
CIA
266
Concurrent Investment Advisors
Florida
$25.5M -$2.54M -40,687 -9%
Lido Advisors
267
Lido Advisors
California
$25.3M +$15.7M +251,613 +164%
BAMG
268
Brand Asset Management Group
Missouri
$25.2M -$936K -15,024 -4%
ACM
269
Arcataur Capital Management
Wisconsin
$25.2M -$105K -1,682 -0.4%
KCM
270
Kanawha Capital Management
Virginia
$24.9M -$74K -1,187 -0.3%
BSSFA
271
Baron Silver Stevens Financial Advisors
Florida
$24.9M +$552K +8,865 +2%
FAIM
272
Financial Advocates Investment Management
Washington
$24.9M +$667K +10,704 +3%
LP
273
LGL Partners
Pennsylvania
$24.8M +$443K +7,103 +2%
IFPL
274
Investments & Financial Planning LLC
Kentucky
$24.7M +$109K +1,747 +0.4%
NA
275
Nottingham Advisors
New York
$24.7M -$3.34M -53,570 -12%