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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 %
GWMIA
501
Global Wealth Management Investment Advisory
Florida
$10.4M +$381K +6,112 +4%
RFO
502
RiverGlades Family Offices
Florida
$10.4M +$59.3K +951 +0.6%
CFG
503
Carr Financial Group
Massachusetts
$10.3M +$419K +6,730 +4%
CFA
504
Cahill Financial Advisors
Minnesota
$10.3M +$1.31M +20,944 +15%
PG
505
Proffitt & Goodson
Tennessee
$10.3M +$230K +3,690 +2%
CPW
506
Crestmont Private Wealth
Texas
$10.3M +$227K +3,641 +2%
MI
507
Moneywise Inc
Virginia
$10.2M +$8.54M +137,081 +501%
FW
508
Fairway Wealth
Ohio
$10.2M +$1.54M +24,750 +18%
TC
509
TAP Consulting
Missouri
$10.2M +$237K +3,797 +2%
UL
510
Unionview LLC
Washington
$10.2M +$6.73M +107,883 +195%
CB
511
Community Bank
New York
$10.2M -$30K -482 -0.3%
CAM
512
Campion Asset Management
Virginia
$10.2M +$742K +11,902 +8%
BBNA
513
Bremer Bank National Association
Minnesota
$10.1M -$151K -2,431 -1%
NAM
514
NTV Asset Management
West Virginia
$10.1M -$512K -8,209 -5%
TCM
515
Telos Capital Management
California
$10M +$473K +7,595 +5%
CI
516
Cambiar Investors
Colorado
$10M +$7.79M +124,964 +345%
DC
517
Davenport & Co
Virginia
$10M +$243K +3,892 +2%
PWA
518
Physician Wealth Advisors
Utah
$9.96M +$241K +3,868 +2%
FCBT
519
First Citizens Bank & Trust
North Carolina
$9.94M -$222K -3,556 -2%
SLT
520
St Louis Trust
Missouri
$9.94M
GVAG
521
Great Valley Advisor Group
Delaware
$9.92M +$1.3M +20,938 +15%
Vanguard Group
522
Vanguard Group
Pennsylvania
$9.92M +$400K +6,422 +4%
RhumbLine Advisers
523
RhumbLine Advisers
Massachusetts
$9.87M -$878K -14,084 -8%
JF
524
JSF Financial
California
$9.85M -$588K -9,434 -6%
EIP
525
Ellis Investment Partners
Pennsylvania
$9.83M +$139K +2,225 +1%