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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 %
1IA
1026
1834 Investment Advisors
Wisconsin
$2.42M -$11.7K -187 -0.5%
CBT
1027
CoreFirst Bank & Trust
Kansas
$2.4M +$163K +2,610 +7%
EW
1028
Enzi Wealth
Texas
$2.4M -$14.5K -222 -0.6%
BMM
1029
Buffington Mohr McNeal
Idaho
$2.4M -$493K -7,915 -17%
GC
1030
Gilbert & Cook
Iowa
$2.39M -$127K -2,034 -5%
EWA
1031
EverSource Wealth Advisors
Alabama
$2.38M +$83.7K +1,344 +4%
OFG
1032
Oxford Financial Group
Indiana
$2.38M +$594K +9,535 +33%
MWM
1033
MY Wealth Management
Maryland
$2.37M
VCA
1034
Verdence Capital Advisors
Maryland
$2.37M -$73.2K -1,175 -3%
SOS
1035
Silver Oak Securities
Tennessee
$2.37M -$2.33M -37,542 -50%
MC
1036
Moors & Cabot
Massachusetts
$2.37M +$288K +4,624 +14%
HNWAG
1037
High Net Worth Advisory Group
Florida
$2.37M +$128K +2,055 +6%
LFP
1038
Lakeshore Financial Planning
Michigan
$2.36M -$10K -161 -0.4%
SWM
1039
SpringVest Wealth Management
Texas
$2.36M +$2.36M +37,941 New
FWP
1040
FAS Wealth Partners
Kansas
$2.36M +$11.8K +189 +0.5%
CNBT
1041
Canandaigua National Bank & Trust
New York
$2.36M +$86.7K +1,391 +4%
PFW
1042
Petros Family Wealth
Minnesota
$2.36M +$2.36M +37,825 New
Prudential Financial
1043
Prudential Financial
New Jersey
$2.35M -$6.49M -104,173 -73%
CTFG
1044
Capstone Triton Financial Group
Oklahoma
$2.35M -$71K -1,140 -3%
AFA
1045
Antonelli Financial Advisors
Michigan
$2.35M +$2.35M +37,680 New
CFO
1046
Colony Family Offices
North Carolina
$2.34M
CNWM
1047
Clay Northam Wealth Management
California
$2.34M +$497K +7,975 +27%
TWC
1048
TD Waterhouse Canada
Ontario, Canada
$2.33M +$73.4K +1,178 +3%
XF
1049
XML Financial
Maryland
$2.32M +$435K +6,985 +23%
FFO
1050
Fortitude Family Office
Arizona
$2.32M -$151K -2,419 -6%