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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 %
AWM
351
AAF Wealth Management
Massachusetts
$18.1M -$28.4K -455 -0.2%
HTIM
352
Harbour Trust & Investment Management
Indiana
$18.1M +$843K +13,522 +5%
WH
353
Whitcomb & Hess
Ohio
$18.1M -$204K -3,278 -1%
CIM
354
CIM Investment Management
Pennsylvania
$18M +$69.9K +1,121 +0.4%
TAM
355
Titleist Asset Management
Texas
$18M +$2.69M +43,130 +18%
CGA
356
Crescent Grove Advisors
Illinois
$17.9M +$1.08M +17,298 +6%
IA
357
IFG Advisory
Georgia
$17.8M +$2.29M +36,755 +15%
Principal Financial Group
358
Principal Financial Group
Iowa
$17.7M -$779K -12,499 -4%
I
359
INVST
Indiana
$17.7M +$17M +272,859 +2,388%
TCA
360
Trifecta Capital Advisors
Illinois
$17.7M +$7.78M +124,922 +78%
CFIA
361
Cantor Fitzgerald Investment Advisors
New York
$17.7M +$418K +6,702 +2%
GSWM
362
Greenup Street Wealth Management
Michigan
$17.5M +$2.17M +34,813 +14%
PWMAG
363
Pinnacle Wealth Management Advisory Group
New Jersey
$17.5M -$9.78K -157 -0.1%
PPW
364
PACK Private Wealth
Minnesota
$17.3M +$157K +2,521 +0.9%
NOI
365
Newton One Investments
Delaware
$17.3M +$13.3M +213,063 +330%
MCWS
366
McKinley Carter Wealth Services
West Virginia
$17.3M +$637K +10,217 +4%
CASB
367
Cape Ann Savings Bank
Massachusetts
$17M +$64.5K +1,035 +0.4%
CA
368
Centerpoint Advisors
Massachusetts
$16.7M +$322K +5,163 +2%
JWBC
369
J.W. Burns & Co
New York
$16.7M +$1.02M +16,343 +6%
MSA
370
Marino Stram & Associates
Massachusetts
$16.6M +$395K +6,332 +2%
CA
371
Cambridge Advisors
Nebraska
$16.6M -$1.31M -21,036 -7%
FWA
372
FSM Wealth Advisors
Ohio
$16.3M +$1.05M +16,365 +7%
TCM
373
Traynor Capital Management
Pennsylvania
$16.2M +$2.46M +39,411 +18%
RWP
374
RWA Wealth Partners
Massachusetts
$16.1M +$5.11M +82,045 +47%
SF
375
Symphony Financial
Texas
$16M -$641K -9,815 -4%