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iShares Core S&P Mid-Cap ETF

2,201 hedge funds and large institutions have $64.2B invested in iShares Core S&P Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 957 increasing their positions, 822 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,201
Holders Change
-10
Holders Change %
-0.45%
% of All Funds
32.01%
Holding in Top 10
345
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-2.27%
% of All Funds
5.02%
New
125
Increased
957
Reduced
822
Closed
102
Calls
$37.3M
Puts
$2.21M
Net Calls
+$35.1M
Net Calls Change
-$19.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CFSG
1051
Community Financial Services Group
Vermont
$1.76M +$18.2K +311 +1%
FFA
1052
First Foundation Advisors
California
$1.75M -$24.9K -425 -1%
AWP
1053
Ascent Wealth Partners
New York
$1.75M +$36K +616 +2%
RA
1054
RFG Advisory
Alabama
$1.74M +$127K +2,174 +8%
BB
1055
Berkshire Bank
Massachusetts
$1.73M +$18.7K +320 +1%
CFG
1056
Cooper Financial Group
California
$1.71M +$86.7K +1,481 +5%
FCB
1057
First County Bank
Connecticut
$1.71M -$672K -11,475 -28%
Fisher Asset Management
1058
Fisher Asset Management
Washington
$1.71M +$841K +14,375 +97%
PVAMC
1059
PPS&V Asset Management Consultants
Michigan
$1.7M +$262K +4,484 +18%
KWA
1060
Kingswood Wealth Advisors
California
$1.7M +$680K +11,622 +67%
AFC
1061
AFT Forsyth & Company
Florida
$1.69M +$2.11K +36 +0.1%
MBTD
1062
Mechanics Bank - Trust Department
California
$1.69M +$31.6K +540 +2%
RWMG
1063
Redwood Wealth Management Group
New Jersey
$1.68M +$27.9K +476 +2%
BA
1064
Brightwater Advisory
Florida
$1.68M +$1.18M +20,197 +235%
V
1065
VeraBank
Texas
$1.68M -$34.2K -585 -2%
Legal & General Group
1066
Legal & General Group
United Kingdom
$1.67M +$1.04M +17,850 +166%
SI
1067
Saxon Interests
Texas
$1.67M -$76.9K -1,314 -4%
FSWA
1068
Financial Synergies Wealth Advisors
Texas
$1.67M +$2.75K +47 +0.2%
CC
1069
Cadinha & Co
Hawaii
$1.66M -$54.3K -928 -3%
CCM
1070
Condor Capital Management
New Jersey
$1.66M -$35.9K -614 -2%
FPGK
1071
Financial Partners Group (Kansas)
Kansas
$1.65M -$9.6K -164 -0.6%
GJIA
1072
Glass Jacobson Investment Advisors
Maryland
$1.65M -$125K -2,132 -7%
AAG
1073
Armstrong Advisory Group
Massachusetts
$1.65M +$1.47M +25,142 +819%
GS
1074
GTS Securities
New York
$1.65M -$2.26M -38,605 -58%
Qube Research & Technologies (QRT)
1075
Qube Research & Technologies (QRT)
United Kingdom
$1.64M +$296K +5,066 +22%