IJH icon

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 %
MWM
326
Marietta Wealth Management
Georgia
$16.8M -$309K -5,276 -2%
NYLIM
327
New York Life Investment Management
New York
$16.8M +$12.1M +206,164 +257%
ST
328
Smithfield Trust
Pennsylvania
$16.6M +$102K +1,743 +0.6%
IF
329
Ironwood Financial
Arizona
$16.6M +$506K +8,643 +3%
LCOV
330
London Company of Virginia
Virginia
$16.6M +$10.3M +176,297 +163%
EMPI
331
Elo Mutual Pension Insurance
Finland
$16.6M -$27M -461,892 -62%
PWM
332
Proathlete Wealth Management
Florida
$16.5M +$805K +13,756 +5%
AEPWM
333
Atlantic Edge Private Wealth Management
Florida
$16.4M +$887K +15,158 +6%
PWMAG
334
Pinnacle Wealth Management Advisory Group
New Jersey
$16.4M +$113K +1,937 +0.7%
NRI
335
NFP Retirement Inc
California
$16.3M -$355K -6,059 -2%
CA
336
Cambridge Advisors
Nebraska
$16.2M -$418K -7,150 -3%
EWA
337
EP Wealth Advisors
California
$16M -$356K -6,091 -2%
ACGA
338
Atlanta Consulting Group Advisors
Georgia
$15.9M +$8.67M +148,199 +120%
CGA
339
Crescent Grove Advisors
Illinois
$15.8M +$608K +10,394 +4%
PPW
340
PACK Private Wealth
Minnesota
$15.7M +$334K +5,706 +2%
CASB
341
Cape Ann Savings Bank
Massachusetts
$15.7M -$301K -5,148 -2%
TCM
342
Towercrest Capital Management
Pennsylvania
$15.7M +$80.2K +1,370 +0.5%
DWA
343
Divergent Wealth Advisors
Utah
$15.4M -$398K -6,793 -3%
CA
344
Centerpoint Advisors
Massachusetts
$15.3M +$329K +5,626 +2%
MCWS
345
McKinley Carter Wealth Services
West Virginia
$15.3M +$352K +6,010 +2%
NPF
346
Norris Perne & French
Michigan
$15.2M +$262K +4,484 +2%
LPAM
347
Lodestar Private Asset Management
California
$15.2M +$81.8K +1,398 +0.5%
MOACM
348
Mutual of America Capital Management
New York
$15.2M +$2.78M +47,461 +22%
FMN
349
Financial Management Network
California
$15.1M +$19.5K +337 +0.1%
HTIM
350
Harbour Trust & Investment Management
Indiana
$15M +$1.25M +21,337 +9%