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iShares Core S&P Mid-Cap ETF

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PSCM
301
Per Stirling Capital Management
Texas
$18.7M -$297K -5,069 -2%
PA
302
Pinnacle Associates
New York
$18.4M +$56.1K +958 +0.3%
DA
303
Drake & Associates
Wisconsin
$18.4M +$385K +6,579 +2%
CC
304
Courier Capital
New York
$18.4M +$191K +3,263 +1%
SIA
305
Soltis Investment Advisors
Utah
$18.3M -$121K -2,073 -0.7%
OGF
306
Orin Green Financial
California
$18.1M +$18.1M +309,858 New
ODIJL
307
One Day In July LLC
Vermont
$18.1M -$5.64M -96,338 -24%
Allspring Global Investments
308
Allspring Global Investments
North Carolina
$18M +$657K +11,235 +4%
HS
309
Horan Securities
United States
$17.9M +$1.32M +22,635 +8%
AGA
310
Arkos Global Advisors
Texas
$17.8M +$3.27M +55,946 +23%
PBF
311
Petix & Botte Financial
California
$17.6M +$1.7M +28,996 +11%
SB
312
Simmons Bank
Arkansas
$17.6M -$265K -4,532 -1%
GG
313
Greenwood Gearhart
Arkansas
$17.6M +$375K +6,415 +2%
VFIC
314
Valley Forge Investment Consultants
Pennsylvania
$17.5M +$391K +6,684 +2%
JSW
315
Journey Strategic Wealth
New Jersey
$17.5M -$97.4K -1,664 -0.6%
WH
316
Whitcomb & Hess
Ohio
$17.5M +$450K +7,698 +3%
LA
317
Lynch & Associates
Indiana
$17.4M +$367K +6,263 +2%
SW
318
SVB Wealth
Massachusetts
$17.4M -$9.45M -161,447 -35%
Principal Financial Group
319
Principal Financial Group
Iowa
$17.2M +$810K +13,836 +5%
GG
320
GenWealth Group
New Jersey
$17M +$213K +3,644 +1%
AWM
321
AAF Wealth Management
Massachusetts
$17M +$1.29M +22,040 +8%
CIM
322
CIM Investment Management
Pennsylvania
$17M -$285K -4,875 -2%
APW
323
Acima Private Wealth
Virginia
$16.9M +$1.28M +21,836 +8%
JF
324
JSF Financial
California
$16.9M -$2.31M -39,437 -12%
LIM
325
Leavell Investment Management
Alabama
$16.8M -$44.5K -761 -0.3%