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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 %
SW
426
SVB Wealth
Massachusetts
$13.6M +$13.6M +218,336 New
PAI
427
Pittenger & Anderson Inc
Nebraska
$13.6M +$499K +8,012 +4%
WWM
428
Western Wealth Management
Colorado
$13.6M +$583K +9,363 +4%
IW
429
Instrumental Wealth
Florida
$13.5M +$1.08M +17,413 +9%
GCA
430
Gallagher Capital Advisors
Texas
$13.5M +$13.5M +217,256 New
CTA
431
Colonial Trust Advisors
South Carolina
$13.5M +$474K +7,615 +4%
KFP
432
KMG Fiduciary Partners
Ohio
$13.5M +$777K +12,468 +6%
LC
433
LTG Capital
Massachusetts
$13.5M +$426K +6,833 +3%
WT
434
Washington Trust
Rhode Island
$13.4M +$1.51M +24,206 +13%
AWP
435
Accretive Wealth Partners
New Jersey
$13.3M +$39.6K +636 +0.3%
GGS
436
Galvin Gaustad & Stein
Arizona
$13.2M +$603K +9,678 +5%
CF
437
Centaurus Financial
California
$13.2M +$106K +1,698 +0.8%
HAS
438
Holland Advisory Services
Florida
$13.2M +$415K +6,664 +3%
Brown Advisory
439
Brown Advisory
Maryland
$13.1M +$1.96M +31,464 +18%
CWA
440
Consilio Wealth Advisors
Washington
$13.1M +$195K +3,127 +2%
NCM
441
Neumann Capital Management
California
$13M +$125 +2 +0%
SC
442
Scotia Capital
Ontario, Canada
$13M +$7.56M +121,310 +139%
AF
443
Advisornet Financial
Minnesota
$13M +$1.65M +26,558 +15%
RSWM
444
Robertson Stephens Wealth Management
California
$12.8M +$861K +13,824 +7%
SP
445
SWS Partners
Ohio
$12.7M -$436 -7 -0%
MWM
446
Meridian Wealth Management
Kentucky
$12.7M +$182K +2,914 +1%
RSA
447
River Street Advisors
Illinois
$12.7M +$965K +15,493 +8%
GWAM
448
Guardian Wealth Advisors (Minnesota)
Minnesota
$12.6M +$515K +8,273 +4%
FWTB
449
First Western Trust Bank
Colorado
$12.6M -$461K -7,395 -4%
ACGA
450
Atlanta Consulting Group Advisors
Georgia
$12.5M -$289K -4,646 -2%