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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
32.42%
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 %
PBF
401
Petix & Botte Financial
California
$14.6M -$4.63M -74,287 -24%
MFC
402
Mechanics Financial Corp
Ohio
$14.6M -$364K -5,845 -2%
FWM
403
FFT Wealth Management
Pennsylvania
$14.6M -$487K -7,815 -3%
EFM
404
Eley Financial Management
Vermont
$14.6M +$524K +8,408 +4%
BFS
405
Burkett Financial Services
South Carolina
$14.6M +$9.35K +150 +0.1%
PCFFS
406
Pacific Center for Financial Services
California
$14.5M +$352K +5,655 +2%
HSWM
407
Hubbell Strickland Wealth Management
Louisiana
$14.5M +$156K +2,502 +1%
AFS
408
Aft Forsyth & Sober
Florida
$14.5M +$49.8K +800 +0.3%
IPW
409
IronBridge Private Wealth
Texas
$14.4M +$4.5M +72,212 +45%
ACM
410
Advisors Capital Management
New Jersey
$14.4M +$1.59M +25,594 +12%
SEM
411
Strategic Equity Management
Arizona
$14.4M +$13.9M +223,648 +3,315%
CA
412
CoreCap Advisors
Michigan
$14.3M +$1.38M +22,091 +11%
CIBC World Market
413
CIBC World Market
Ontario, Canada
$14.2M +$1.1M +17,625 +8%
TCWA
414
Turtle Creek Wealth Advisors
Texas
$14.2M +$1.1M +17,704 +8%
PAS
415
Park Avenue Securities
New York
$14.1M -$1.11M -17,757 -7%
AA
416
Argent Advisors
Louisiana
$14.1M -$378K -6,074 -3%
WCM
417
Windsor Capital Management
Arizona
$13.9M -$101K -1,620 -0.7%
ET
418
Equitable Trust
Tennessee
$13.9M +$13.9M +223,102 New
FIM
419
Freedom Investment Management
Connecticut
$13.9M -$292K -4,694 -2%
IWMA
420
Ironwood Wealth Management (Arizona)
Arizona
$13.9M +$129K +2,068 +0.9%
PP
421
PDS Planning
Ohio
$13.8M -$241K -3,863 -2%
AIA
422
Armor Investment Advisors
North Carolina
$13.8M +$733K +11,763 +6%
AA
423
Ancora Advisors
Ohio
$13.7M +$2.06K +33 +0%
BFP
424
Beacon Financial Planning
Massachusetts
$13.6M -$7.29K -117 -0.1%
AFA
425
American Financial Advisors
Georgia
$13.6M -$345K -5,534 -2%