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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 %
EWA
426
Encompass Wealth Advisors
Oregon
$11M +$107K +1,825 +1%
NAM
427
NTV Asset Management
West Virginia
$11M -$65.6K -1,121 -0.6%
ACP
428
Arcus Capital Partners
Georgia
$11M -$361K -6,169 -3%
HAS
429
Holland Advisory Services
Florida
$11M +$289K +4,941 +3%
TCM
430
Traynor Capital Management
Pennsylvania
$11M -$109K -1,857 -1%
GA
431
GFS Advisors
Texas
$11M -$211M -173,228 -95%
MFA
432
Mayflower Financial Advisors
Massachusetts
$10.9M -$249K -4,253 -2%
GWAM
433
Guardian Wealth Advisors (Minnesota)
Minnesota
$10.9M +$213K +3,633 +2%
RWP
434
RWA Wealth Partners
Massachusetts
$10.9M -$5.28M -90,283 -33%
RSA
435
River Street Advisors
Illinois
$10.9M +$250K +4,278 +2%
MWP
436
Madison Wealth Partners
Wisconsin
$10.7M -$878 -15 -0%
VCM
437
Vision Capital Management
Oregon
$10.7M -$458K -7,833 -4%
FBT
438
First Bank & Trust
South Dakota
$10.7M +$531K +9,072 +5%
RAM
439
Riggs Asset Management
Pennsylvania
$10.6M -$70.8K -1,209 -0.7%
MWM
440
MTC Wealth Management
Florida
$10.6M -$3.43M -58,651 -25%
CIA
441
Choate Investment Advisors
Massachusetts
$10.5M
GSWM
442
Greenup Street Wealth Management
Michigan
$10.5M +$5.04M +86,132 +92%
EWM
443
Evercore Wealth Management
New York
$10.5M -$410K -7,005 -4%
CB
444
Community Bank
New York
$10.5M -$40.3K -688 -0.4%
CB
445
Commerce Bank
Missouri
$10.4M +$98.9K +1,690 +1%
FCBT
446
First Citizens Bank & Trust
North Carolina
$10.3M -$698K -11,934 -6%
NAM
447
NorthCrest Asset Manangement
Minnesota
$10.3M -$534K -9,131 -5%
BBNA
448
Bremer Bank National Association
Minnesota
$10.3M +$985K +16,828 +11%
ISWM
449
Independent Solutions Wealth Management
New York
$10.3M +$76.8K +1,312 +0.8%
HCM
450
Highview Capital Management
Illinois
$10.3M +$777K +13,278 +8%