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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 %
FBT
476
First Bank & Trust
South Dakota
$11.5M +$74.8K +1,200 +0.7%
AF
477
Affiance Financial
Minnesota
$11.5M -$371K -5,952 -3%
PI
478
Pachira Investments
California
$11.2M +$429K +6,899 +4%
MFA
479
Mayflower Financial Advisors
Massachusetts
$11.1M -$121K -1,937 -1%
PCM
480
Penserra Capital Management
California
$11.1M +$4.57M +73,421 +70%
PS
481
Principal Securities
Iowa
$11.1M +$791K +12,690 +8%
VCM
482
Vision Capital Management
Oregon
$11M -$140K -2,252 -1%
EA
483
Enclave Advisors
Texas
$11M +$4.24M +68,010 +62%
OFG
484
Omega Financial Group
California
$11M +$195K +3,128 +2%
NGA
485
Naples Global Advisors
Florida
$11M +$566K +9,080 +5%
CFC
486
Coyle Financial Counsel
Illinois
$10.8M +$2.17M +34,859 +25%
MWM
487
MTC Wealth Management
Florida
$10.8M -$271K -4,354 -2%
SF
488
Synovus Financial
Georgia
$10.8M +$270K +4,337 +3%
PWP
489
Precedent Wealth Partners
Texas
$10.8M -$2.81M -45,077 -21%
MPCG
490
Matrix Private Capital Group
New York
$10.7M +$296K +4,743 +3%
PWM
491
Partnership Wealth Management
Maryland
$10.7M +$1.51M +24,239 +16%
CB
492
Commerce Bank
Missouri
$10.7M -$175K -2,802 -2%
CAC
493
Certified Advisory Corp
Florida
$10.6M +$263K +4,214 +3%
EWM
494
Evercore Wealth Management
New York
$10.6M -$401K -6,440 -4%
GC
495
Grimes & Company
Massachusetts
$10.6M +$453K +7,274 +4%
USB
496
Union Savings Bank
Connecticut
$10.5M -$195K -3,128 -2%
IA
497
IFG Advisors
Missouri
$10.5M +$664K +10,658 +7%
OFS
498
Orrstown Financial Services
Pennsylvania
$10.4M -$122K -1,957 -1%
NAM
499
NorthCrest Asset Manangement
Minnesota
$10.4M -$82.7K -1,328 -0.8%
NW
500
NewEdge Wealth
Pennsylvania
$10.4M +$1.41M +22,649 +16%