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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 %
FG
551
Fiduciary Group
Georgia
$7.33M -$78.2K -1,336 -1%
PWW
552
Pettyjohn Wood & White
Virginia
$7.31M +$33.6K +575 +0.5%
AWM
553
Avior Wealth Management
Nebraska
$7.29M -$510K -8,709 -7%
RL
554
Rogco LP
Oklahoma
$7.28M -$54.5K -932 -0.7%
FW
555
Fairway Wealth
Ohio
$7.27M +$2.04M +34,787 +39%
CFC
556
Client First Capital
California
$7.23M +$671K +11,472 +10%
TA
557
Tectonic Advisors
Texas
$7.23M
SF
558
SWP Financial
California
$7.2M +$4.79M +81,900 +199%
LSPW
559
Lake Street Private Wealth
Illinois
$7.15M +$163K +2,788 +2%
RVPG
560
Relative Value Partners Group
$7.15M +$4.91M +83,954 +220%
CCM
561
Canal Capital Management
Virginia
$7.14M -$51.3K -876 -0.7%
WS
562
Wela Strategies
Georgia
$7.13M +$23.3K +398 +0.3%
RFG
563
RFP Financial Group
Georgia
$7.12M +$292K +4,991 +4%
FA
564
Flagstar Advisors
New York
$7.07M -$272K -4,656 -4%
PTC
565
Private Trust Company
Ohio
$7.07M -$495K -8,465 -7%
CCWA
566
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.06M -$122K -2,082 -2%
CCM
567
Crew Capital Management
Ohio
$7.01M +$1.1M +18,840 +19%
BOH
568
Bank of Hawaii
Hawaii
$6.97M -$125K -2,135 -2%
HI
569
Harbour Investments
Wisconsin
$6.96M -$362K -6,189 -5%
G
570
GenTrust
Florida
$6.94M +$986K +16,856 +17%
MF
571
Meridian Financial
Massachusetts
$6.93M +$32K +547 +0.5%
MG
572
Mather Group
Illinois
$6.92M +$5.59M +91,989 +420%
AWM
573
Atticus Wealth Management
Florida
$6.91M -$322K -5,496 -4%
SG Americas Securities
574
SG Americas Securities
New York
$6.91M -$2.55M -43,651 -27%
EL
575
EWA LLC
Pennsylvania
$6.9M +$287K +4,689 +4%