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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 %
JSW
326
Journey Strategic Wealth
New Jersey
$19.6M +$1.06M +16,978 +6%
TCOV
327
Trust Company of Vermont
Vermont
$19.5M +$4.16M +66,710 +27%
EWA
328
EP Wealth Advisors
California
$19.5M -$775K -12,444 -4%
OGF
329
Orin Green Financial
California
$19.5M -$19.5M -312,835 Closed
SIA
330
Soltis Investment Advisors
Utah
$19.5M -$370K -5,943 -2%
FNT
331
First National Trust
Pennsylvania
$19.3M -$1.77M -28,377 -8%
VFIC
332
Valley Forge Investment Consultants
Pennsylvania
$19.3M +$353K +5,669 +2%
DFA
333
DHJJ Financial Advisors
Illinois
$19.3M -$388K -6,232 -2%
Allspring Global Investments
334
Allspring Global Investments
North Carolina
$19.2M +$145K +2,331 +0.8%
PFP
335
Pinnacle Financial Partners
Tennessee
$19M -$1.88M -30,179 -9%
GG
336
GenWealth Group
New Jersey
$19M +$327K +5,248 +2%
SB
337
Simmons Bank
Arkansas
$18.9M +$249K +4,001 +1%
Kayne Anderson Rudnick Investment Management
338
Kayne Anderson Rudnick Investment Management
California
$18.8M +$11.9M +190,412 +172%
BBHC
339
Brown Brothers Harriman & Co
New York
$18.5M +$1.72M +27,611 +10%
IF
340
Ironwood Financial
Arizona
$18.5M -$50.1K -804 -0.3%
CCM
341
Coldstream Capital Management
Washington
$18.4M -$1.69M -27,055 -8%
DAS
342
Dynamic Advisor Solutions
Arizona
$18.4M -$11.1M -178,243 -38%
LA
343
Lynch & Associates
Indiana
$18.4M -$274K -4,393 -1%
MWM
344
Marietta Wealth Management
Georgia
$18.4M -$19.3K -309 -0.1%
Citadel Advisors
345
Citadel Advisors
Florida
$18.4M +$11.2M +179,008 +155%
APW
346
Acima Private Wealth
Virginia
$18.4M +$42.7K +685 +0.2%
PAS
347
PKS Advisory Services
New York
$18.4M +$18.4M +294,565 New
NRI
348
NFP Retirement Inc
California
$18.2M +$202K +3,236 +1%
LIM
349
Leavell Investment Management
Alabama
$18.2M -$154K -2,472 -0.8%
ST
350
Smithfield Trust
Pennsylvania
$18.1M -$62.7K -1,006 -0.3%