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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 %
SFI
576
SPC Financial Inc
Maryland
$6.88M +$573K +9,798 +9%
HWM
577
HB Wealth Management
Georgia
$6.86M +$70.5K +1,205 +1%
Chevy Chase Trust
578
Chevy Chase Trust
Maryland
$6.85M -$48.3K -826 -0.7%
MOS
579
MGO One Seven
Ohio
$6.83M +$905K +15,470 +15%
CIAS
580
Capital Investment Advisory Services
North Carolina
$6.82M -$416K -7,111 -6%
TDWM
581
Topel & Distasi Wealth Management
California
$6.79M +$55.1K +941 +0.8%
BCMO
582
Buckingham Capital Management (Ohio)
Ohio
$6.72M -$42.2K -721 -0.6%
FFA
583
Farther Finance Advisors
California
$6.71M +$438K +7,549 +7%
SW
584
StrongBox Wealth
Missouri
$6.7M +$2.01M +34,291 +43%
AFS
585
AFG Fiduciary Services
Massachusetts
$6.69M +$31.2K +511 +0.5%
BCM
586
Boltwood Capital Management
California
$6.69M -$213K -3,648 -3%
AWAP
587
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$6.65M +$15.6K +266 +0.2%
SIAM
588
Sterling Investment Advisors (Missouri)
Missouri
$6.63M -$643K -10,996 -9%
PGFC
589
Peapack-Gladstone Financial Corp
New Jersey
$6.62M +$168K +2,868 +3%
IA
590
IFS Advisors
Kansas
$6.6M -$86.2K -1,473 -1%
RIA
591
Regal Investment Advisors
Michigan
$6.6M +$107K +1,836 +2%
EFS
592
Essex Financial Services
Connecticut
$6.58M +$1.13M +19,190 +21%
LFAS
593
Level Four Advisory Services
Texas
$6.58M +$5.54M +94,597 +531%
NCM
594
Novare Capital Management
North Carolina
$6.57M -$1.22M -20,928 -16%
PCM
595
Penserra Capital Management
California
$6.56M +$12.5K +214 +0.2%
PFS
596
Prospera Financial Services
Texas
$6.52M -$236K -4,038 -3%
PB
597
Pinnacle Bancorp
Nebraska
$6.47M +$60.5K +1,034 +0.9%
WFAG
598
Wescott Financial Advisory Group
Pennsylvania
$6.44M +$35.1K +599 +0.5%
ANBT
599
American National Bank & Trust
Texas
$6.44M -$44.5K -760 -0.7%
PIAS
600
PCA Investment Advisory Services
Ohio
$6.43M -$408K -6,965 -6%