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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 %
Vanguard Group
501
Vanguard Group
Pennsylvania
$8.52M +$221K +3,773 +3%
GVAG
502
Great Valley Advisor Group
Delaware
$8.52M +$806K +13,778 +10%
HAC
503
Harbor Advisory Corp
New Hampshire
$8.46M +$29K +495 +0.3%
LHC
504
Little House Capital
Massachusetts
$8.44M +$8.37K +143 +0.1%
PG
505
Proffitt & Goodson
Tennessee
$8.44M +$319K +5,450 +4%
JWCA
506
J.W. Cole Advisors
Florida
$8.43M +$163K +2,779 +2%
WB
507
WesBanco Bank
West Virginia
$8.35M +$1.2M +20,520 +17%
SFB
508
STAR Financial Bank
Indiana
$8.33M -$996K -17,020 -11%
CGFA
509
Colton Groome Financial Advisors
North Carolina
$8.33M +$518K +8,853 +7%
CFA
510
Cahill Financial Advisors
Minnesota
$8.32M +$59.7K +1,021 +0.7%
CFG
511
Carr Financial Group
Massachusetts
$8.31M -$399K -6,816 -5%
BWA
512
BlueChip Wealth Advisors
Georgia
$8.3M -$39.2K -670 -0.5%
CFC
513
Coyle Financial Counsel
Illinois
$8.28M
FWIA
514
Fort Washington Investment Advisors
Ohio
$8.28M -$174K -2,975 -2%
SIM
515
Stratos Investment Management
Ohio
$8.22M -$6.56M -112,129 -44%
AWCI
516
Alpine Woods Capital Investors
New York
$8.15M +$8.15M +139,300 New
BWA
517
Bordeaux Wealth Advisors
California
$8.14M -$27.9K -477 -0.3%
WPW
518
Waldron Private Wealth
Pennsylvania
$8.12M -$281K -4,798 -3%
RPC
519
Rossmore Private Capital
Connecticut
$8.08M -$804K -13,746 -9%
HHWM
520
Hiley Hunt Wealth Management
Nebraska
$8.04M +$31.9K +545 +0.4%
CAM
521
Campion Asset Management
Virginia
$8.02M +$336K +5,749 +4%
TA
522
TruWealth Advisors
Louisiana
$8M -$15.8K -270 -0.2%
BBHC
523
Brown Brothers Harriman & Co
New York
$7.97M +$626K +10,701 +9%
BTWM
524
Baker Tilly Wealth Management
Wisconsin
$7.93M -$130K -2,226 -2%
BHBT
525
Burke & Herbert Bank & Trust
Virginia
$7.85M +$5.38M +91,972 +218%