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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 %
CFC
626
Client First Capital
California
$7.26M +$738K +11,840 +11%
EL
627
EWA LLC
Pennsylvania
$7.24M +$98.7K +1,584 +1%
SW
628
SlateStone Wealth
Florida
$7.23M +$832K +13,346 +13%
CIAS
629
Capital Investment Advisory Services
North Carolina
$7.21M -$87.5K -1,405 -1%
AWMG
630
ADG Wealth Management Group
Louisiana
$7.19M +$7.19M +115,317 New
TSWM
631
Triangle Securities Wealth Management
North Carolina
$7.17M +$284K +4,555 +4%
MA
632
Mutual Advisors
Nebraska
$7.16M +$486K +7,552 +7%
BHIA
633
Birch Hill Investment Advisors
Massachusetts
$7.16M +$354K +5,675 +5%
WFAG
634
Wescott Financial Advisory Group
Pennsylvania
$7.1M +$110K +1,773 +2%
PIAS
635
PCA Investment Advisory Services
Ohio
$7.06M +$46.2K +742 +0.7%
BCM
636
Boltwood Capital Management
California
$7.06M -$50.8K -815 -0.7%
SIAM
637
Sterling Investment Advisors (Missouri)
Missouri
$7.04M -$263K -4,217 -4%
PFS
638
Prospera Financial Services
Texas
$7.02M +$41.4K +665 +0.6%
BOH
639
Bank of Hawaii
Hawaii
$7.01M -$504K -8,095 -7%
IA
640
IFS Advisors
Kansas
$6.93M -$178K -2,854 -3%
AFS
641
AFG Fiduciary Services
Massachusetts
$6.9M -$73.7K -1,153 -1%
FA
642
Flagstar Advisors
New York
$6.85M -$173K -2,770 -2%
JWM
643
JPL Wealth Management
Colorado
$6.83M +$6.83M +109,634 New
G
644
GenTrust
Florida
$6.83M -$174K -2,787 -2%
RCAG
645
Rehmann Capital Advisory Group
Michigan
$6.83M +$357K +5,722 +6%
PTC
646
Private Trust Company
Ohio
$6.81M -$525K -8,425 -7%
LT
647
Legacy Trust
Michigan
$6.8M +$149K +2,385 +2%
BAM
648
Belpointe Asset Management
Nevada
$6.78M -$1.51M -24,407 -18%
QCIG
649
Quad-Cities Investment Group
Iowa
$6.76M +$281K +4,509 +4%
BWM
650
Boyd Wealth Management
California
$6.75M -$4.26M -68,290 -39%