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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 %
GFWA
926
Grey Fox Wealth Advisors
Delaware
$3.31M +$9.22K +148 +0.3%
JAA
927
Joel Adams & Associates
North Carolina
$3.28M +$3.28M +52,661 New
CA
928
Claro Advisors
Massachusetts
$3.26M +$139K +2,225 +4%
XPN
929
XY Planning Network
Montana
$3.25M +$3.25M +52,128 New
KV
930
Kickstand Ventures
New York
$3.24M -$235K -3,774 -7%
CA
931
Crumly & Associates
Illinois
$3.22M -$93.4K -1,499 -3%
CNB
932
Camden National Bank
Maine
$3.22M -$63.6K -1,020 -2%
BC
933
Bowman & Company
Wisconsin
$3.21M +$163K +2,610 +5%
QC
934
Quadrature Capital
United Kingdom
$3.21M +$3.21M +51,525 New
Deutsche Bank
935
Deutsche Bank
Germany
$3.21M -$423K -6,789 -12%
CWM
936
C2C Wealth Management
Arizona
$3.2M
3F
937
360 Financial
Minnesota
$3.19M +$180K +2,891 +6%
SAS
938
Stelac Advisory Services
New York
$3.19M +$881K +14,145 +38%
FWM
939
ForthRight Wealth Management
Georgia
$3.18M -$97.8K -1,569 -3%
FSG
940
Financial Strategies Group
Michigan
$3.18M -$62.2K -1,005 -2%
RHP
941
Royal Harbor Partners
Texas
$3.15M +$3.15M +50,527 New
QWM
942
Quadcap Wealth Management
Texas
$3.14M -$225K -3,609 -7%
MWM
943
Mission Wealth Management
California
$3.14M +$425K +6,817 +16%
TWG
944
The Wealth Group
Minnesota
$3.14M -$120K -1,920 -4%
CB
945
Cadence Bank
Mississippi
$3.13M -$68.8K -1,104 -2%
SB
946
Strategic Blueprint
Georgia
$3.13M +$70.7K +1,135 +2%
LNWWM
947
Laird Norton Wetherby Wealth Management
California
$3.11M
FG
948
Fairman Group
Pennsylvania
$3.09M +$175K +2,808 +6%
GSWM
949
Golden State Wealth Management
California
$3.08M +$3.08M +49,429 New
BRM
950
Boston Research & Management
Massachusetts
$3.07M -$34.5K -554 -1%