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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 %
JIC
876
Joel Isaacson & Co
New York
$3.92M +$242K +3,882 +7%
SI
877
Stephens Inc
Arkansas
$3.91M -$7.6K -122 -0.2%
HIA
878
Harbor Investment Advisory
Maryland
$3.91M +$208K +3,333 +6%
SAA
879
Southeast Asset Advisors
Georgia
$3.91M +$3.91M +62,732 New
MCM
880
MidAtlantic Capital Management
Virginia
$3.89M +$61.7K +991 +2%
AWMNH
881
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.89M +$1.35M +21,675 +53%
BWG
882
Balanced Wealth Group
Ohio
$3.86M -$141K -2,175 -4%
EW
883
Element Wealth
Mississippi
$3.84M +$38K +610 +1%
NP
884
Nilsine Partners
Colorado
$3.83M +$65K +1,043 +2%
FWM
885
Forza Wealth Management
Florida
$3.81M +$207K +3,324 +6%
6F
886
626 Financial
Michigan
$3.81M -$2.31M -36,996 -38%
PMWMG
887
Parr McKnight Wealth Management Group
Minnesota
$3.77M +$3.77M +60,553 New
AM
888
AGF Management
Ontario, Canada
$3.76M -$2.8K -45 -0.1%
SR
889
Syntax Research
Florida
$3.74M -$142K -2,274 -4%
IAG
890
Investment Advisory Group
Massachusetts
$3.72M +$560K +8,993 +18%
HL
891
HeadInvest LLC
Maine
$3.72M -$77.6K -1,245 -2%
WQ
892
Wealth Quarterback
New Jersey
$3.72M -$3.13M -50,180 -46%
HPC
893
HM Payson & Co
Maine
$3.69M +$260K +4,175 +8%
BFS
894
Bradley Foster & Sargent
Connecticut
$3.67M +$28.5K +458 +0.8%
JIP
895
Jaffetilchin Investment Partners
Florida
$3.67M -$4.99K -80 -0.1%
ST
896
Sentinel Trust
Texas
$3.65M +$380K +6,100 +12%
FTC
897
Farmers Trust Company
Ohio
$3.65M -$23.7K -380 -0.6%
GWM
898
Geneos Wealth Management
Colorado
$3.64M +$103K +1,656 +3%
HCC
899
Hirtle Callaghan & Co
Pennsylvania
$3.64M +$49.8K +800 +1%
MSWM
900
McGlone Suttner Wealth Management
Wisconsin
$3.64M +$519K +8,337 +17%