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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 %
BCMO
651
Buckingham Capital Management (Ohio)
Ohio
$6.74M -$332K -5,321 -5%
PW
652
Peninsula Wealth
California
$6.73M -$5.41M -86,787 -45%
National Bank of Canada
653
National Bank of Canada
Quebec, Canada
$6.72M +$989K +15,869 +17%
PFA
654
Pettinga Financial Advisors
Indiana
$6.71M +$22.7K +365 +0.3%
SSWM
655
Sheets Smith Wealth Management
North Carolina
$6.68M +$62 +1 +0%
ACA
656
Aptus Capital Advisors
Alabama
$6.66M +$4.92M +78,988 +283%
FC
657
Financial Council
Maryland
$6.66M +$95.8K +1,537 +1%
ANBT
658
American National Bank & Trust
Texas
$6.64M -$186K -2,979 -3%
AWC
659
Abundance Wealth Counselors
Pennsylvania
$6.64M -$169K -2,712 -2%
SSW
660
Smith Shellnut Wilson
Mississippi
$6.64M +$75K +1,203 +1%
EFS
661
Essex Financial Services
Connecticut
$6.64M -$55.8K -895 -0.8%
SG
662
StoneX Group
New York
$6.63M +$6.63M +106,355 New
RCM
663
Richardson Capital Management
Wisconsin
$6.61M +$645K +10,358 +11%
CWA
664
Clarus Wealth Advisors
Arizona
$6.59M +$428K +6,865 +7%
EWM
665
EPG Wealth Management
Georgia
$6.54M -$603K -9,677 -8%
SCM
666
SOL Capital Management
Maryland
$6.51M +$166K +2,664 +3%
SCA
667
Snowden Capital Advisors
New York
$6.5M +$235K +3,770 +4%
CSA
668
Cottage Street Advisors
Massachusetts
$6.48M -$18.1K -290 -0.3%
TCG
669
Transcendent Capital Group
Oklahoma
$6.46M +$673K +10,803 +12%
MG
670
Mather Group
Illinois
$6.42M -$373K -5,984 -5%
AFP
671
Alpha Financial Partners
Kentucky
$6.36M +$6.07M +97,353 +2,055%
FFWA
672
FRG Family Wealth Advisors
Washington
$6.35M
CW
673
CreativeOne Wealth
Kansas
$6.34M -$413K -6,635 -6%
FPW
674
Flagship Private Wealth
Massachusetts
$6.33M +$534K +8,564 +9%
RP
675
Rice Partnership
Hawaii
$6.33M +$6.33M +101,574 New