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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 %
GWMR
601
GC Wealth Management RIA
Massachusetts
$7.85M
AWM
602
Atticus Wealth Management
Florida
$7.81M +$221K +3,547 +3%
CWM
603
Cahill Wealth Management
Michigan
$7.79M +$3.18K +51 +0%
OWM
604
Olympus Wealth Management
Utah
$7.72M +$7.72M +123,971 New
FNBOH
605
First National Bank of Hutchinson
Kansas
$7.64M -$130K -2,090 -2%
PB
606
Pinnacle Bancorp
Nebraska
$7.62M +$144K +2,306 +2%
SFC
607
Strategic Financial Concepts
Texas
$7.59M +$3.1M +49,761 +69%
CCM
608
Canal Capital Management
Virginia
$7.57M +$38.1K +611 +0.5%
KPWG
609
KFA Private Wealth Group
Virginia
$7.57M +$1.71M +27,364 +29%
TDWM
610
Topel & Distasi Wealth Management
California
$7.56M +$47.6K +764 +0.6%
ACA
611
Affinity Capital Advisors
California
$7.55M +$560K +8,942 +8%
Chevy Chase Trust
612
Chevy Chase Trust
Maryland
$7.55M +$72K +1,155 +1%
LIA
613
Lynx Investment Advisory
District of Columbia
$7.53M +$983K +15,779 +15%
MWM
614
Mascoma Wealth Management
New Hampshire
$7.51M -$155K -2,487 -2%
CCWA
615
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$7.5M -$598K -9,600 -7%
FG
616
Fiduciary Group
Georgia
$7.41M -$578K -9,277 -7%
AWAP
617
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$7.4M +$190K +3,047 +3%
WG
618
Watchman Group
Texas
$7.36M -$85.6K -1,374 -1%
GWM
619
Global Wealth Management
New Jersey
$7.35M +$128K +2,047 +2%
EWA
620
Exencial Wealth Advisors
Oklahoma
$7.32M -$39K -626 -0.5%
LFAS
621
Level Four Advisory Services
Texas
$7.3M -$84.2K -1,352 -1%
MF
622
Meridian Financial
Massachusetts
$7.29M -$103K -1,654 -1%
PGFC
623
Peapack-Gladstone Financial Corp
New Jersey
$7.29M -$21.5K -345 -0.3%
PCM
624
Pennsylvania Capital Management
Pennsylvania
$7.29M +$445K +7,139 +6%
RL
625
Rogco LP
Oklahoma
$7.28M -$171K -2,749 -2%