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iShares Core S&P Mid-Cap ETF

2,211 hedge funds and large institutions have $65B invested in iShares Core S&P Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 892 increasing their positions, 915 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,211
Holders Change
+52
Holders Change %
+2.41%
% of All Funds
32.05%
Holding in Top 10
353
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-1.67%
% of All Funds
5.12%
New
151
Increased
892
Reduced
915
Closed
75
Calls
$61.1M
Puts
$6.79M
Net Calls
+$54.3M
Net Calls Change
+$30.5M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
776
NBT Bank
New York
$4.12M +$393K +6,465 +11%
LWMNY
777
Landmark Wealth Management (New York)
New York
$4.11M -$191K -3,151 -4%
EW
778
Element Wealth
Mississippi
$4.11M -$35K -576 -0.8%
FFG
779
Foundry Financial Group
New Hampshire
$4.1M -$97.9K -1,611 -2%
GS
780
GTS Securities
New York
$4.05M -$9.99M -164,378 -71%
MWP
781
Moller Wealth Partners
$4.05M -$61 -1 -0%
AWMG
782
Alliance Wealth Management Group
New Jersey
$4.04M +$138K +2,268 +4%
BJL
783
Brighton Jones LLC
Washington
$4.04M -$11.8K -195 -0.3%
MWAM
784
Manhattan West Asset Management
California
$4.03M +$35K +577 +0.9%
SAM
785
Smithbridge Asset Management
Pennsylvania
$4.01M -$911 -15 -0%
Kayne Anderson Rudnick Investment Management
786
Kayne Anderson Rudnick Investment Management
California
$4M -$2.51M -41,250 -39%
AFS
787
Annapolis Financial Services
Maryland
$3.99M -$180K -2,965 -4%
SIG
788
Sky Investment Group
Connecticut
$3.97M -$3.53M
WF
789
Welch & Forbes
Massachusetts
$3.95M -$279K -4,590 -7%
LNWTC
790
Laird Norton Wetherby Trust Company
Washington
$3.94M +$3.94M +64,825 New
GFP
791
Gryphon Financial Partners
Ohio
$3.93M -$145K -2,383 -4%
NDSI
792
Newman Dignan & Sheerar Inc
Rhode Island
$3.9M -$46.7K -769 -1%
CBT
793
Central Bank & Trust
Kentucky
$3.89M -$111K -1,834 -3%
OWM
794
Olympus Wealth Management
Utah
$3.89M -$1.07M -17,666 -22%
BB
795
Busey Bank
Illinois
$3.89M +$607K +9,996 +19%
PGWM
796
Parisi Gray Wealth Management
New Jersey
$3.89M -$344K -5,656 -8%
HL
797
HeadInvest LLC
Maine
$3.86M +$17.3K +285 +0.5%
VWM
798
VCI Wealth Management
Missouri
$3.85M -$803K -13,216 -17%
FWM
799
ForthRight Wealth Management
Georgia
$3.84M -$83.3K -1,372 -2%
VF
800
VitalStone Financial
Texas
$3.84M -$508K -8,360 -12%