IJH icon

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 %
BCM
726
Brookstone Capital Management
Illinois
$4.48M -$377K -6,139 -8%
PA
727
PFG Advisors
Arizona
$4.48M +$267K +4,563 +6%
GDP
728
Great Diamond Partners
Maine
$4.44M -$252K -4,305 -5%
PPWM
729
PFG Private Wealth Management
Florida
$4.44M +$25.3K +432 +0.6%
MCC
730
Money Concepts Capital
Florida
$4.41M +$151K +2,576 +4%
JWM
731
JPL Wealth Management
Colorado
$4.41M +$962K +16,434 +28%
MMA
732
Miracle Mile Advisors
California
$4.39M -$254K -4,336 -5%
QCIG
733
Quad-Cities Investment Group
Iowa
$4.37M +$224K +3,833 +5%
SCM
734
Sebold Capital Management
Illinois
$4.36M -$250K -4,272 -5%
TCOO
735
Trust Company of Oklahoma
Oklahoma
$4.35M +$41K +700 +0.9%
FA
736
FC Advisory
Pennsylvania
$4.35M -$15.8K -270 -0.4%
CT
737
Colonial Trust
South Carolina
$4.34M +$3.1K +53 +0.1%
SWP
738
Summit Wealth Partners
Florida
$4.32M +$97.3K +1,662 +2%
SFG
739
Sather Financial Group
Texas
$4.32M +$59.2K +1,011 +1%
WPC
740
Wedmont Private Capital
Pennsylvania
$4.32M +$156K +2,581 +4%
SOS
741
Silver Oak Securities
Tennessee
$4.31M -$185K -3,169 -4%
SFP
742
Sterling Financial Planning
New Jersey
$4.29M -$299K -5,109 -7%
HWM
743
HighMark Wealth Management
Minnesota
$4.29M +$98.8K +1,689 +2%
CFGS
744
Concourse Financial Group Securities
Alabama
$4.28M -$25.2K -431 -0.6%
WHG
745
Westwood Holdings Group
Texas
$4.26M +$269K +4,594 +7%
PO
746
Private Ocean
California
$4.26M +$2.55M +43,617 +150%
FPCG
747
Forum Private Client Group
Indiana
$4.26M -$154K -2,637 -3%
AWM
748
Aprio Wealth Management
Georgia
$4.21M -$182K -3,105 -4%
SW
749
Simplicity Wealth
New Jersey
$4.2M -$53.8K -920 -1%
EI
750
Ellevest Inc
New York
$4.19M +$17.8K +304 +0.4%