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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 %
PGWM
851
Parisi Gray Wealth Management
New Jersey
$4.1M +$23.1K +371 +0.6%
LWMNY
852
Landmark Wealth Management (New York)
New York
$4.09M -$152K -2,442 -4%
VFP
853
Verus Financial Partners
Virginia
$4.07M -$68.3K -1,104 -2%
BCG
854
Breakwater Capital Group
New Jersey
$4.07M -$90.9K -1,459 -2%
KWM
855
Kaydan Wealth Management
Michigan
$4.05M +$344K +5,525 +9%
CF
856
Corebridge Financial
Texas
$4.05M +$3.43M +55,000 +550%
ES
857
ETF Store
Kansas
$4.05M -$1.83M -29,298 -31%
PAM
858
Palisade Asset Management
Minnesota
$4.05M +$193K +3,098 +5%
LNWTC
859
Laird Norton Wetherby Trust Company
Washington
$4.04M
AL
860
Aspiriant LLC
California
$4.03M -$65.7K -1,054 -2%
FFS
861
Fortress Financial Solutions
Arizona
$4.02M +$4.02M +64,587 New
BMCM
862
Bryn Mawr Capital Management
Pennsylvania
$4.02M +$814K +13,062 +25%
WJA
863
Willis Johnson & Associates
Texas
$4.02M -$62K -995 -2%
GWS
864
Greykasell Wealth Strategies
California
$4M +$4M +64,224 New
SWA
865
SOA Wealth Advisors
New York
$4M -$134K -2,150 -3%
KWA
866
Kingswood Wealth Advisors
California
$3.99M +$1.65M +26,485 +71%
QCM
867
Quantinno Capital Management
New York
$3.99M +$2.39M +38,375 +150%
MWP
868
Moller Wealth Partners
$3.98M -$173K -2,770 -4%
CC
869
Callan Capital
California
$3.98M
KP
870
Keel Point
Alabama
$3.96M +$684K +10,985 +21%
GCA
871
Greenwood Capital Associates
South Carolina
$3.96M +$108K +1,732 +3%
VPW
872
Variant Private Wealth
Virginia
$3.96M +$3.96M +63,519 New
SFS
873
Sowell Financial Services
Arkansas
$3.95M -$2.08M -33,304 -34%
AIM
874
Alhambra Investment Management
Florida
$3.95M +$196K +3,145 +5%
SMWM
875
Silvia McColl Wealth Management
California
$3.93M +$83.1K +1,333 +2%