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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 %
LNWWM
851
Laird Norton Wetherby Wealth Management
California
$3.13M -$12.1K -206 -0.4%
JE
852
JMAC Enterprises
Pennsylvania
$3.11M +$3.11M +53,214 New
SFP
853
Sweet Financial Partners
Minnesota
$3.11M +$2.05K +35 +0.1%
FIM
854
Fernwood Investment Management
Massachusetts
$3.09M -$14.6K -250 -0.5%
TWG
855
The Wealth Group
Minnesota
$3.09M +$9.36K +160 +0.3%
HNB
856
Hilltop National Bank
Wyoming
$3.06M +$549K +9,387 +22%
KP
857
Keel Point
Alabama
$3.05M +$612K +10,349 +25%
VF
858
VitalStone Financial
Texas
$3.04M -$658K -11,242 -18%
FSG
859
Financial Strategies Group
Michigan
$3.03M -$107K -1,854 -3%
QWM
860
Quadcap Wealth Management
Texas
$3.03M +$526K +8,996 +21%
WCM
861
Washburn Capital Management
Florida
$3.03M -$17.6K -300 -0.6%
AWM
862
Accurate Wealth Management
Florida
$3.01M +$369K +6,068 +14%
CWM
863
C2C Wealth Management
Arizona
$2.99M -$33.6K -575 -1%
MFG
864
Merit Financial Group
Georgia
$2.98M +$119K +2,041 +4%
LWM
865
Lyell Wealth Management
California
$2.98M -$239K -4,090 -7%
UF
866
Univest Financial
Pennsylvania
$2.96M -$42.4K -724 -1%
AIM
867
Alhambra Investment Management
Florida
$2.95M +$1.44M +24,525 +95%
SB
868
Strategic Blueprint
Georgia
$2.94M +$455K +7,776 +18%
GFWA
869
Grey Fox Wealth Advisors
Delaware
$2.93M +$3.1K +53 +0.1%
HWMT
870
Heritage Wealth Management (Texas)
Texas
$2.91M -$77.9K -1,331 -3%
BRM
871
Boston Research & Management
Massachusetts
$2.9M +$4.68K +80 +0.2%
BC
872
Bowman & Company
Wisconsin
$2.87M +$3.46K +59 +0.1%
IC
873
IEQ Capital
California
$2.87M -$98.4K -1,681 -3%
BONH
874
Bank of New Hampshire
New Hampshire
$2.84M +$16.6K +283 +0.6%
BMCM
875
Bryn Mawr Capital Management
Pennsylvania
$2.84M +$32.1K +549 +1%