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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
32.43%
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 %
BPA
276
Beacon Pointe Advisors
California
$24.7M -$1.04M -16,726 -4%
FWM
277
Fairhaven Wealth Management
Illinois
$24.5M +$32.6K +523 +0.1%
SL
278
Salomon & Ludwin
Virginia
$24.5M -$1.61M -25,849 -6%
OIA
279
OneDigital Investment Advisors
Kansas
$24.4M +$312K +5,002 +1%
WFA
280
West Financial Advisors
Iowa
$24.4M -$18.9K -304 -0.1%
FFAM
281
Forge First Asset Management
Canada
$24.2M +$24.2M +389,200 New
BWIA
282
Bryant Woods Investment Advisors
New York
$24.2M +$37.1K +596 +0.2%
TPCW
283
TD Private Client Wealth
New York
$24.2M -$1.68M -26,955 -7%
DCM
284
Dupont Capital Management
Delaware
$24.1M +$12.5M +200,600 +107%
KWMG
285
King Wealth Management Group
Florida
$23.8M +$1.14M +18,229 +5%
SPC
286
Sigma Planning Corp
Michigan
$23.6M +$469K +7,534 +2%
CAI
287
Capital Advisors Inc
Oklahoma
$23.4M -$1.49M -23,853 -6%
EBT
288
Enterprise Bank & Trust
Massachusetts
$23M +$878K +14,091 +4%
NHFG
289
New Harbor Financial Group
Massachusetts
$22.6M -$520K -8,350 -2%
FFO
290
Fiduciary Family Office
Florida
$22.6M +$22.2M +356,701 +6,398%
ATC
291
Argent Trust Co
Tennessee
$22.5M +$367K +5,892 +2%
ISB
292
Iowa State Bank
Iowa
$22.4M -$70.5K -1,131 -0.3%
CC
293
Courier Capital
New York
$22.4M +$711K +11,406 +3%
HCA
294
Horan Capital Advisors
Ohio
$22.4M +$340K +5,460 +2%
JFGIW
295
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$22.2M -$4.47M -69,176 -17%
TC
296
Trilogy Capital
California
$22M -$177K -2,843 -0.8%
DA
297
Drake & Associates
Wisconsin
$21.9M +$1.01M +15,703 +5%
AWM
298
Altus Wealth Management
Kentucky
$21.8M +$583K +9,355 +3%
KPWS
299
Kestra Private Wealth Services
Texas
$21.8M +$6.42M +103,101 +42%
GT
300
Glenview Trust
Kentucky
$21.7M +$285K +4,581 +1%