IJH icon

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 %
GHA
951
GW Henssler & Associates
Georgia
$3.05M
OC
952
Oakworth Capital
Alabama
$3.05M +$1.01M +16,220 +50%
AF
953
Apollon Financial
South Carolina
$3.05M +$799K +12,828 +36%
BONH
954
Bank of New Hampshire
New Hampshire
$3.05M +$4.49K +72 +0.1%
PG
955
Patten Group
Tennessee
$3.04M +$94.3K +1,514 +3%
LWM
956
Lyell Wealth Management
California
$3.04M +$623 +10 +0%
EC
957
Estate Counselors
Wisconsin
$3.01M +$314K +5,042 +12%
DAS
958
Diversify Advisory Services
Utah
$3.01M +$373K +6,027 +14%
GPI
959
General Partner Inc
Pennsylvania
$3.01M
TPA
960
Trivium Point Advisory
Connecticut
$3M +$1.78M +28,629 +147%
BWM
961
Birchcreek Wealth Management
Ohio
$2.97M +$89K +1,429 +3%
HFS
962
Howard Financial Services
Texas
$2.96M +$2.41M +38,655 +436%
TAM
963
Townsend Asset Management
North Carolina
$2.94M -$18K -289 -0.6%
HWMT
964
Heritage Wealth Management (Texas)
Texas
$2.92M -$123K -1,980 -4%
ATWA
965
Arbor Trust Wealth Advisors
Michigan
$2.91M -$73K -1,171 -2%
ACM
966
AUA Capital Management
Pennsylvania
$2.87M -$765K -12,270 -21%
IAS
967
Investment Advisory Services
Texas
$2.86M +$275K +4,413 +11%
WS
968
Wedbush Securities
California
$2.84M +$104K +1,667 +4%
Betterment LLC
969
Betterment LLC
New York
$2.82M +$333K +5,340 +13%
DFA
970
Delta Financial Advisors
Louisiana
$2.82M +$169K +2,717 +6%
Qube Research & Technologies (QRT)
971
Qube Research & Technologies (QRT)
United Kingdom
$2.82M -$1.51M -24,185 -35%
CA
972
Continuum Advisory
Idaho
$2.81M +$14.4K +231 +0.5%
SF
973
SWP Financial
California
$2.8M -$6.84M -109,824 -71%
HSA
974
HBK Sorce Advisory
Pennsylvania
$2.78M +$31K +498 +1%
AF
975
Apexium Financial
Texas
$2.77M +$1.81K +29 +0.1%