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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 %
KWM
851
Kaydan Wealth Management
Michigan
$3.29M +$440K +7,246 +15%
CAAM
852
Cornerstone Advisors Asset Management
Pennsylvania
$3.29M -$2.13K -35 -0.1%
PWA
853
Pillar Wealth Advisors
Pennsylvania
$3.28M +$456K +7,509 +16%
LNWWM
854
Laird Norton Wetherby Wealth Management
California
$3.26M -$229K -3,775 -7%
FSG
855
Financial Strategies Group
Michigan
$3.26M -$358K -5,974 -10%
HPC
856
HM Payson & Co
Maine
$3.26M +$60.7K +1,000 +2%
HIA
857
Harbor Investment Advisory
Maryland
$3.26M -$423K -6,956 -11%
AFA
858
AA Financial Advisors
Ohio
$3.25M +$23.5K +387 +0.7%
SI
859
Stephens Inc
Arkansas
$3.23M -$101K -1,657 -3%
FIM
860
Fernwood Investment Management
Massachusetts
$3.23M -$181K -2,975 -5%
SFP
861
Sweet Financial Partners
Minnesota
$3.22M +$417K +6,860 +15%
CB
862
Cadence Bank
Mississippi
$3.21M -$127K -2,099 -4%
CPRC
863
Consolidated Portfolio Review Corp
New York
$3.19M -$159K -2,621 -5%
OCM
864
Orion Capital Management
California
$3.17M -$1.07M -17,558 -25%
PPC
865
Park Place Capital
Alabama
$3.17M -$692K -11,396 -18%
WCM
866
Washburn Capital Management
Florida
$3.16M -$298K -4,900 -9%
TWG
867
The Wealth Group
Minnesota
$3.15M -$190K -3,175 -6%
Wolverine Trading
868
Wolverine Trading
Illinois
$3.14M +$3.14M +51,705 New
HCC
869
Hirtle Callaghan & Co
Pennsylvania
$3.14M
CWM
870
C2C Wealth Management
Arizona
$3.14M +$2.13K +35 +0.1%
T. Rowe Price Associates
871
T. Rowe Price Associates
Maryland
$3.13M +$1.73M +28,485 +123%
UF
872
Univest Financial
Pennsylvania
$3.11M -$32.3K -532 -1%
SWPG
873
Strategic Wealth Partners Group
Illinois
$3.1M +$395K +6,496 +15%
HWMT
874
Heritage Wealth Management (Texas)
Texas
$3.1M -$52.7K -868 -2%
EFG
875
Embree Financial Group
Illinois
$3.08M -$259K -4,258 -8%