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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 %
FMC
726
First Merchants Corp
Indiana
$5.6M +$65.1K +1,044 +1%
PCM
727
Parsons Capital Management
Rhode Island
$5.59M -$179K -2,879 -3%
SCA
728
Sandy Cove Advisors
Massachusetts
$5.59M +$30.8K +495 +0.6%
OWM
729
Opes Wealth Management
California
$5.56M +$184K +2,950 +3%
GTAM
730
Global Trust Asset Management
Florida
$5.56M -$219K -3,516 -4%
AWA
731
Arkadios Wealth Advisors
Georgia
$5.55M +$303K +4,869 +6%
Renaissance Technologies
732
Renaissance Technologies
New York
$5.55M +$5.05M +81,000 +1,000%
MC
733
Middleton & Co
Massachusetts
$5.54M +$143K +2,300 +3%
BRWA
734
B. Riley Wealth Advisors
Florida
$5.54M -$381K -6,112 -6%
SPF
735
South Plains Financial
Texas
$5.52M +$5.52M +88,620 New
SFMG
736
Sage Financial Management Group
Virginia
$5.52M +$618K +9,917 +13%
GWM
737
GSB Wealth Management
Connecticut
$5.5M +$192K +3,083 +4%
MPPLM
738
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.49M -$61.3K -983 -1%
CAG
739
Crestwood Advisors Group
Massachusetts
$5.46M +$148K +2,375 +3%
CWM
740
Cornerstone Wealth Management
Missouri
$5.45M +$158K +2,532 +3%
TH
741
TCTC Holdings
Texas
$5.42M +$98.8K +1,586 +2%
LIA
742
LBMC Investment Advisors
Tennessee
$5.4M +$48.6K +780 +0.9%
FCP
743
Fidelis Capital Partners
Florida
$5.4M +$9.84K +154 +0.2%
RA
744
RoundAngle Advisors
New Jersey
$5.39M +$5.39M +86,573 New
DJYG
745
David J. Yvars Group
Florida
$5.38M +$78K +1,251 +1%
FPW
746
Flywheel Private Wealth
California
$5.37M +$5.37M +86,236 New
HLCM
747
Hi-Line Capital Management
South Dakota
$5.36M +$5.36M +85,972 New
IWM
748
IHT Wealth Management
Illinois
$5.34M -$1.96M -31,435 -27%
CWM
749
Cranbrook Wealth Management
Michigan
$5.33M -$177K -2,844 -3%
DL
750
DOHJ LLC
Washington
$5.31M -$145K -2,324 -3%