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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 %
AFA
376
American Financial Advisors
Georgia
$13.6M -$542K -9,261 -4%
AA
377
Argent Advisors
Louisiana
$13.5M -$152K -2,602 -1%
WAG
378
Winthrop Advisory Group
Massachusetts
$13.4M +$58K +991 +0.4%
ANTB
379
AMG National Trust Bank
Colorado
$13.4M +$2.35M +40,165 +21%
HSWM
380
Hubbell Strickland Wealth Management
Louisiana
$13.4M +$5.5K +94 +0%
BFS
381
Burkett Financial Services
South Carolina
$13.3M +$23.1K +394 +0.2%
BFP
382
Beacon Financial Planning
Massachusetts
$13.3M -$331K -5,657 -2%
PAS
383
Park Avenue Securities
New York
$13.3M +$1.52M +26,017 +13%
EFM
384
Eley Financial Management
Vermont
$13.2M +$17.8K +304 +0.1%
CI
385
CX Institutional
Indiana
$13.1M +$4.66M +79,548 +55%
GIA
386
Gladstone Institutional Advisory
Florida
$13.1M +$473K +8,077 +4%
WCM
387
Windsor Capital Management
Arizona
$13M +$118K +2,011 +0.9%
CWA
388
Clarity Wealth Advisors
California
$13M -$28.9K -494 -0.2%
TAM
389
Titleist Asset Management
Texas
$13M +$1.57M +26,872 +14%
CFIA
390
Cantor Fitzgerald Investment Advisors
New York
$13M -$181K -3,088 -1%
PCFFS
391
Pacific Center for Financial Services
California
$13M +$642K +10,975 +5%
BCI
392
Brinker Capital Investments
Pennsylvania
$13M -$141K -2,416 -1%
OPS
393
Orion Portfolio Solutions
Nebraska
$13M -$141K -2,416 -1%
AA
394
Ancora Advisors
Ohio
$13M -$4.1K -70 -0%
FWTB
395
First Western Trust Bank
Colorado
$12.9M -$2.15M -36,686 -14%
NCM
396
Neumann Capital Management
California
$12.9M +$60.8K +1,039 +0.5%
PWP
397
Precedent Wealth Partners
Texas
$12.9M -$18.2K -311 -0.1%
CNC
398
Citizens & Northern Corp
Pennsylvania
$12.7M +$920K +15,727 +8%
SMC
399
Smith, Moore & Co
Missouri
$12.6M +$185K +3,163 +1%
CF
400
Centaurus Financial
California
$12.6M +$955K +16,318 +8%