IJH icon

iShares Core S&P Mid-Cap ETF

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
401
LTG Capital
Massachusetts
$12.9M +$1.55M +25,557 +14%
MOACM
402
Mutual of America Capital Management
New York
$12.8M +$11.6M +191,379 +949%
PCFFS
403
Pacific Center for Financial Services
California
$12.8M +$725K +11,928 +6%
IA
404
IFG Advisory
Georgia
$12.7M +$1.89M +31,038 +17%
WWM
405
Western Wealth Management
Colorado
$12.7M -$382K -6,290 -3%
SP
406
SWS Partners
Ohio
$12.6M -$634K -10,433 -5%
AWP
407
Accretive Wealth Partners
New Jersey
$12.6M +$258K +4,415 +2%
CA
408
CoreCap Advisors
Michigan
$12.3M +$239K +3,942 +2%
CNC
409
Citizens & Northern Corp
Pennsylvania
$12.2M +$2.65M +43,658 +28%
SQA
410
Simon Quick Advisors
New Jersey
$12.2M -$466K -7,674 -4%
CTA
411
Colonial Trust Advisors
South Carolina
$12.2M -$39.6K -652 -0.3%
ES
412
ETF Store
Kansas
$12.2M -$387K -6,375 -3%
PAS
413
Park Avenue Securities
New York
$12.2M +$3.93M +64,763 +48%
FFS
414
Founders Financial Securities
Maryland
$12.2M +$3.35M +55,117 +38%
CF
415
Centaurus Financial
California
$12.1M -$32.7K -539 -0.3%
JMFC
416
J.M. Forbes & Co
Massachusetts
$12M -$166K -2,729 -1%
FWA
417
FSM Wealth Advisors
Ohio
$12M +$1.72M +28,328 +17%
TAM
418
Titleist Asset Management
Texas
$11.9M +$636K +10,476 +6%
AF
419
Affiance Financial
Minnesota
$11.9M -$4.37M -71,944 -27%
PAI
420
Pittenger & Anderson Inc
Nebraska
$11.8M +$911K +15,001 +8%
ACP
421
Arcus Capital Partners
Georgia
$11.8M -$154K -2,528 -1%
RWMH
422
Riverpoint Wealth Management Holdings
Illinois
$11.7M +$90.4K +1,489 +0.8%
MFA
423
Mayflower Financial Advisors
Massachusetts
$11.6M -$566K -9,320 -5%
MBT
424
Montecito Bank & Trust
California
$11.6M -$578K -9,512 -5%
HR
425
Hardy Reed
Mississippi
$11.6M -$21.4K -353 -0.2%