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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 %
WWC
1026
Waypoint Wealth Counsel
Georgia
$1.96M +$2.61K +43 +0.1%
CWM
1027
Campbell Wealth Management
Virginia
$1.96M -$44.6K -735 -2%
BWM
1028
BigSur Wealth Management
Florida
$1.96M -$121K -2,000 -6%
IP
1029
Ignite Planners
California
$1.96M -$19.6K -325 -1%
BFC
1030
Bedel Financial Consulting
Indiana
$1.95M -$15.7K -258 -0.8%
OC
1031
Oakworth Capital
Alabama
$1.94M -$29.2K -480 -1%
CPP
1032
Capasso Planning Partners
South Carolina
$1.94M +$118K +1,949 +7%
IP
1033
Investment Partners
Ohio
$1.94M +$1.82K +30 +0.1%
PFBT
1034
Parkside Financial Bank & Trust
Missouri
$1.93M -$36.6K -602 -2%
CIAS
1035
CBIZ Investment Advisory Services
Ohio
$1.91M +$337K +5,543 +21%
VRM
1036
Vectors Research Management
New York
$1.89M +$182 +3 +0%
KTA
1037
Keeley-Teton Advisors
Illinois
$1.89M +$1.38M +22,739 +271%
BAAM
1038
Baker Avenue Asset Management
California
$1.89M -$20.7K -341 -1%
OCM
1039
Objective Capital Management
Ohio
$1.88M -$162K -2,674 -8%
TP
1040
Tranquility Partners
Tennessee
$1.88M +$50.2K +826 +3%
EPA
1041
Element Pointe Advisors
Florida
$1.87M -$9.13M -150,285 -83%
IAIM
1042
International Assets Investment Management
Florida
$1.87M +$12.7K +210 +0.7%
EW
1043
Evoke Wealth
California
$1.87M +$1.87M +30,713 New
PCMC
1044
Private Capital Management (Colorado)
Colorado
$1.86M -$1.11M -18,267 -37%
BHB
1045
Bank Hapoalim BM
Israel
$1.86M -$1.49M -24,577 -44%
OWA
1046
One Wealth Advisors
California
$1.85M -$35.2K -580 -2%
FFA
1047
First Foundation Advisors
California
$1.84M +$51.5K +848 +3%
GJIA
1048
Glass Jacobson Investment Advisors
Maryland
$1.84M -$118K -1,944 -6%
CCT
1049
Capital City Trust
Florida
$1.84M
AFG
1050
Allegheny Financial Group
Pennsylvania
$1.83M -$60.4K -994 -3%