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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 %
MFG
901
Merit Financial Group
Georgia
$2.86M +$478K +8,175 +20%
PPWP
902
Premier Path Wealth Partners
New Jersey
$2.85M +$370K +6,098 +15%
ATWA
903
Arbor Trust Wealth Advisors
Michigan
$2.84M +$23.2K +395 +0.8%
BMM
904
Buffington Mohr McNeal
Idaho
$2.84M -$37.7K -621 -1%
FCA
905
FLC Capital Advisors
California
$2.84M
CF
906
Convergence Financial
Missouri
$2.79M +$2.45M +40,278 +719%
IF
907
Intrua Financial
Texas
$2.77M -$789K -12,984 -22%
TC
908
TownSquare Capital
Utah
$2.77M -$641K -10,554 -19%
PPP
909
Private Portfolio Partners
New Jersey
$2.76M +$181K +2,984 +7%
DPI
910
Diversified Portfolios Inc
Michigan
$2.76M +$107K +1,755 +4%
CIC
911
Carnegie Investment Counsel
Ohio
$2.75M -$233K -3,831 -8%
AF
912
Apexium Financial
Texas
$2.75M -$15.1K -249 -0.5%
BWM
913
Birchcreek Wealth Management
Ohio
$2.74M +$184K +3,027 +7%
MSAM
914
Moloney Securities Asset Management
Missouri
$2.74M +$132K +2,176 +5%
SWM
915
SigFig Wealth Management
California
$2.73M -$18.5K -305 -0.7%
SPIS
916
Steward Partners Investment Solutions
Oregon
$2.72M +$2.72M +44,718 New
NCM
917
Next Capital Management
New York
$2.71M +$45.1K +743 +2%
HSWS
918
Higgins & Schmidt Wealth Strategies
Colorado
$2.7M +$25.6K +421 +1%
GWS
919
Glassman Wealth Services
Virginia
$2.69M +$113K +1,855 +4%
PWG
920
Private Wealth Group
Florida
$2.69M +$79.6K +1,310 +3%
GC
921
Gilbert & Cook
Iowa
$2.68M -$58.4K -962 -2%
CA
922
Claro Advisors
Massachusetts
$2.66M +$73.7K +1,214 +3%
SFG
923
SevenBridge Financial Group
Pennsylvania
$2.64M -$243K -4,153 -8%
AT
924
Arvest Trust
Oklahoma
$2.63M -$190K -3,125 -7%
EFL
925
ERn Financial LLC
Wisconsin
$2.62M -$43.6K -717 -2%