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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 %
TCM
301
Twele Capital Management
Minnesota
$21.7M -$1.82M -29,156 -8%
PHS
302
PFM Health Sciences
California
$21.7M +$21.7M +347,637 New
AB
303
ANB Bank
Colorado
$21.6M +$21.6M +346,397 New
JA
304
JVL Associates
Michigan
$21.5M -$170K -2,735 -0.8%
CT
305
Coastline Trust
Rhode Island
$21.5M +$3.62M +58,045 +20%
MAM
306
Madison Asset Management
Wisconsin
$21.4M +$150K +2,412 +0.7%
MIA
307
Madison Investment Advisors
Wisconsin
$21.4M +$21.4M +343,931 New
HS
308
Horan Securities
United States
$21.3M +$1.43M +22,932 +7%
GT
309
Glenmede Trust
Pennsylvania
$21.3M -$580K -9,301 -3%
TF
310
Tompkins Financial
New York
$21.2M +$741K +11,894 +4%
MA
311
Montag & Associates
Georgia
$21.1M +$6M +96,277 +40%
CRC
312
Curi RMB Capital
Illinois
$21M -$2.4M -38,580 -10%
CI
313
Conning Inc
Connecticut
$20.6M
PSCM
314
Per Stirling Capital Management
Texas
$20.6M +$420K +6,741 +2%
FMN
315
Financial Management Network
California
$20.6M +$3.15M +50,125 +18%
SA
316
Sanctuary Advisors
Indiana
$20.5M -$2.57M -39,450 -11%
PAM
317
Peninsula Asset Management
Florida
$20.4M -$568K -9,115 -3%
GIA
318
Gladstone Institutional Advisory
Florida
$20.2M +$5.41M +86,816 +36%
LMIM
319
Lockheed Martin Investment Management
Maryland
$20M +$18.7M +300,900 +1,486%
AEPWM
320
Atlantic Edge Private Wealth Management
Florida
$20M +$1.24M +19,953 +7%
PWM
321
Proathlete Wealth Management
Florida
$19.9M +$1.35M +21,675 +7%
CIAS
322
CFS Investment Advisory Services
New Jersey
$19.9M +$1.08M +17,380 +6%
AGA
323
Arkos Global Advisors
Texas
$19.8M +$255K +4,097 +1%
PA
324
Pinnacle Associates
New York
$19.8M +$15.8M +253,457 +397%
PAS
325
Professional Advisory Services
Florida
$19.6M +$19.6M +315,275 New