IJH icon

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 %
SFP
451
Sandbox Financial Partners
Maryland
$10.2M +$527K +9,010 +5%
FPFS
452
First Personal Financial Services
North Carolina
$10.2M -$52.8K -903 -0.5%
AI
453
Atria Investments
North Carolina
$10.2M -$420K -7,176 -4%
COPPSERS
454
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$10.1M -$1.03M -17,649 -9%
Brown Advisory
455
Brown Advisory
Maryland
$10M +$899K +15,362 +10%
USB
456
Union Savings Bank
Connecticut
$9.98M -$133K -2,280 -1%
PI
457
Pachira Investments
California
$9.89M -$114K -1,949 -1%
HCA
458
Heck Capital Advisors
Wisconsin
$9.81M +$525K +8,964 +6%
SIC
459
Sterling Investment Counsel
New York
$9.8M -$777K -13,282 -7%
NGA
460
Naples Global Advisors
Florida
$9.76M +$240K +4,107 +3%
WT
461
Washington Trust
Rhode Island
$9.76M +$2.21M +37,712 +29%
CAC
462
Certified Advisory Corp
Florida
$9.66M +$175K +2,984 +2%
PWA
463
Physician Wealth Advisors
Utah
$9.63M +$355K +5,697 +4%
RFO
464
RiverGlades Family Offices
Florida
$9.59M +$4.39K +75 +0%
MPCG
465
Matrix Private Capital Group
New York
$9.55M +$832K +14,211 +10%
LC
466
Lindbrook Capital
California
$9.55M -$543K -9,275 -5%
EIP
467
Ellis Investment Partners
Pennsylvania
$9.5M +$252K +4,314 +3%
OFG
468
Omega Financial Group
California
$9.44M +$314K +5,372 +3%
GC
469
Grimes & Company
Massachusetts
$9.39M -$39.8K -680 -0.4%
MM
470
Meridian Management
Arkansas
$9.36M +$1.11M +19,047 +14%
SF
471
Synovus Financial
Georgia
$9.3M +$1.48M +25,346 +19%
SLT
472
St Louis Trust
Missouri
$9.29M
TC
473
TAP Consulting
Missouri
$9.28M +$1.28M +21,802 +16%
OWM
474
Olympus Wealth Management
Utah
$9.27M +$5.52M +94,408 +147%
CPW
475
Crestmont Private Wealth
Texas
$9.25M -$448K -7,648 -5%